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Invesco Municipal Opportunity Trust
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Overview Fund Activity

109 hedge funds and large institutions have $172M invested in Invesco Municipal Opportunity Trust in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
32
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$17M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$6.26M
3
BI
3
Bramshill Investments
Florida
$42M
4
AA
4
AQR Arbitrage
Connecticut
$3.74M
5
LSC
5
Logan Stone Capital
Illinois
$3.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.27M
2
RCM
2
Robinson Capital Management
Michigan
$2.08M
3
BlackRock
3
BlackRock
New York
$1.01M
4
UBS Group
4
UBS Group
Switzerland
$13.1M
5
SIA
5
Sit Investment Associates
Minnesota
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RP
51
Riverbridge Partners
Minnesota
$211K +$29.5K +3,581 +16%
Walleye Capital
52
Walleye Capital
New York
$203K +$203K +24,710 New
PA
53
Planning Alternatives
Michigan
$198K +$24.7K +3,000 +14%
Creative Planning
54
Creative Planning
Kansas
$184K +$184K +22,386 New
SQA
55
Simon Quick Advisors
New Jersey
$175K +$175K +21,309 New
LA
56
LexAurum Advisors
Kansas
$166K – – –
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$163K – – –
ACA
58
Ackerman Capital Advisors
Texas
$160K +$160K +19,424 New
FAIM
59
Financial Advocates Investment Management
Washington
$159K – – –
LNWWM
60
Laird Norton Wetherby Wealth Management
California
$156K -$10.3K -1,257 -6%
MNBTD
61
Moody National Bank Trust Division
Texas
$153K +$49.7K +6,037 +48%
BRWA
62
B. Riley Wealth Advisors
Florida
$153K -$13.3K -1,614 -8%
Northern Trust
63
Northern Trust
Illinois
$143K -$51.2K -6,225 -26%
CIA
64
Capital Investment Advisors
Georgia
$139K +$1.97K +239 +1%
KPWS
65
Kestra Private Wealth Services
Texas
$139K +$139K +16,865 New
STA
66
Summit Trail Advisors
New York
$130K -$27.1K -3,287 -17%
NA
67
NewEdge Advisors
Louisiana
$126K -$22.4K -2,725 -15%
PB
68
Pinnacle Bancorp
Nebraska
$123K – – –
CAM
69
Cresset Asset Management
Illinois
$119K – – –
WAM
70
Wolverine Asset Management
Illinois
$116K +$115K +13,944 +13,408%
ASN
71
Advisory Services Network
Georgia
$115K – – –
HI
72
Harbour Investments
Wisconsin
$115K +$255 +31 +0.2%
WFA
73
Wellspring Financial Advisors
Ohio
$112K – – –
CWM
74
Compass Wealth Management
Connecticut
$110K – – –
FWM
75
Fairhaven Wealth Management
Illinois
$109K – – –
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3
4 5