We are live on ! Find out more
VMO icon

Invesco Municipal Opportunity Trust
VMO

115 hedge funds and large institutions have $229M invested in Invesco Municipal Opportunity Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

33% more capital invested

Capital invested by funds: $172M → $229M (+$57.3M)

5% more funds holding

Funds holding: 110 → 115 (+5)

4.42% more ownership

Funds ownership: 30.98% → 35.4% (+4.4%)

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
38
Reduced
28
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$5.56M
2
KIM
Karpus Investment Management
New York
+$5.3M
3
RCM
Robinson Capital Management
Michigan
+$4.26M
4
BI
Bramshill Investments
Florida
+$4.07M
5
LSC
Logan Stone Capital
Illinois
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.58M
2
SIA
Sit Investment Associates
Minnesota
-$2.32M
3
JWA
JFS Wealth Advisors
Pennsylvania
-$2.14M
4
RJT
Raymond James Trust
Florida
-$1.02M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$531K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$391K -$198K -22,654 -36%
Bank of America
52
Bank of America
North Carolina
$349K -$65K -7,419 -17%
SFWA
53
Summit Financial Wealth Advisors
Louisiana
$302K -$26.3K -3,000 -9%
RJT
54
Raymond James Trust
Florida
$298K -$1.02M -115,948 -79%
CAM
55
Crestone Asset Management
Colorado
$296K – – –
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$285K +$1.47K +168 +0.6%
AWA
57
Alaska Wealth Advisors
Alaska
$274K – – –
RP
58
Riverbridge Partners
Minnesota
$249K +$1.96K +224 +0.9%
CIA
59
Concurrent Investment Advisors
Florida
$247K +$225K +25,687 New
Brown Advisory
60
Brown Advisory
Maryland
$231K -$366K -41,757 -63%
PA
61
Planning Alternatives
Michigan
$231K – – –
SQA
62
Simon Quick Advisors
New Jersey
$223K +$16.2K +1,847 +9%
CWA
63
Capital Wealth Alliance
Arizona
$214K -$524K -59,771 -73%
VF
64
Virtu Financial
New York
$212K +$193K +22,058 New
STA
65
Summit Trail Advisors
New York
$209K +$51.8K +5,918 +37%
KWA
66
Kingswood Wealth Advisors
California
$207K +$189K +21,555 New
MNBTD
67
Moody National Bank Trust Division
Texas
$196K +$16.1K +1,837 +10%
BHWM
68
Bar Harbor Wealth Management
New Hampshire
$190K – – –
CIA
69
Capital Investment Advisors
Georgia
$163K – – –
KPWS
70
Kestra Private Wealth Services
Texas
$162K +$79 +9 +0.1%
WFA
71
Wellspring Financial Advisors
Ohio
$154K +$21K +2,400 +18%
LA
72
LexAurum Advisors
Kansas
$144K -$45.3K -5,170 -26%
PB
73
Pinnacle Bancorp
Nebraska
$144K – – –
CAM
74
Cresset Asset Management
Illinois
$138K – – –
ASN
75
Advisory Services Network
Georgia
$135K – – –
1 2
3
4 5

VMO Hedge Fund Activity: Q4 2023 in Review

115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2023, worth a combined $229M — up 33% from $172M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VMO positions and 13 closed out — a net gain of 5 holders — while 38 added to existing stakes and 28 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.56M. The largest seller was UBS Group, cutting an estimated $4.58M.

  • 115 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2023, up from 110 in Q3 2023.
  • Funds reported $229M of Invesco Municipal Opportunity Trust stock for Q4 2023, up 33% quarter-over-quarter.
  • 18 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2023 and 13 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2023 was Saba Capital Management, an estimated $5.56M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2023 was UBS Group, an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2023.