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Invesco Municipal Opportunity Trust
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Overview Fund Activity

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 12 closing their positions.

Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
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
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$7.24M
2
KIM
2
Karpus Investment Management
New York
$20M
3
RCM
3
Robinson Capital Management
Michigan
$7.07M
4
BI
4
Bramshill Investments
Florida
$53.5M
5
LSC
5
Logan Stone Capital
Illinois
$7.58M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
SIA
2
Sit Investment Associates
Minnesota
$11.4M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$78.2K
4
RJT
4
Raymond James Trust
Florida
$298K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$391K -$218K -22,654 -36%
Bank of America
52
Bank of America
North Carolina
$349K -$71.3K -7,419 -17%
SFWA
53
Summit Financial Wealth Advisors
Louisiana
$302K -$28.8K -3,000 -9%
RJT
54
Raymond James Trust
Florida
$298K -$1.11M -115,948 -79%
CAM
55
Crestone Asset Management
Colorado
$296K – – –
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$285K +$1.62K +168 +0.6%
AWA
57
Alaska Wealth Advisors
Alaska
$274K – – –
RP
58
Riverbridge Partners
Minnesota
$249K +$2.15K +224 +0.9%
CIA
59
Concurrent Investment Advisors
Florida
$247K +$247K +25,687 New
Brown Advisory
60
Brown Advisory
Maryland
$231K -$401K -41,757 -63%
PA
61
Planning Alternatives
Michigan
$231K – – –
SQA
62
Simon Quick Advisors
New Jersey
$223K +$17.7K +1,847 +9%
CWA
63
Capital Wealth Alliance
Arizona
$214K -$574K -59,771 -73%
VF
64
Virtu Financial
New York
$212K +$212K +22,058 New
STA
65
Summit Trail Advisors
New York
$209K +$56.9K +5,918 +37%
KWA
66
Kingswood Wealth Advisors
California
$207K +$207K +21,555 New
MNBTD
67
Moody National Bank Trust Division
Texas
$196K +$17.7K +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 +$86 +9 +0.1%
WFA
71
Wellspring Financial Advisors
Ohio
$154K +$23.1K +2,400 +18%
LA
72
LexAurum Advisors
Kansas
$144K -$49.7K -5,170 -26%
PB
73
Pinnacle Bancorp
Nebraska
$144K – – –
CAM
74
Cresset Asset Management
Illinois
$138K – – –
ASN
75
Advisory Services Network
Georgia
$135K – – –
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