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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $241M invested in Invesco Municipal Opportunity Trust in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
35
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$60.6M
2
SIA
2
Sit Investment Associates
Minnesota
$27M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.16M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$12.3M
5
NMC
5
Nine Masts Capital
Hong Kong
$1.13M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.06M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$7.98M
4
LSC
4
Logan Stone Capital
Illinois
$5.33M
5
RCM
5
Rivernorth Capital Management
Florida
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$290K +$1.66K +171 +0.6%
KWA
52
Kingswood Wealth Advisors
California
$286K +$76.4K +7,850 +36%
PA
53
Planning Alternatives
Michigan
$282K +$48.7K +5,000 +21%
AWA
54
Alaska Wealth Advisors
Alaska
$278K – – –
SFWA
55
Summit Financial Wealth Advisors
Louisiana
$277K -$29.2K -3,000 -10%
RP
56
Riverbridge Partners
Minnesota
$260K +$8.76K +900 +3%
RJT
57
Raymond James Trust
Florida
$253K -$48.7K -5,000 -16%
SQA
58
Simon Quick Advisors
New Jersey
$251K +$25.4K +2,607 +11%
Brown Advisory
59
Brown Advisory
Maryland
$234K – – –
CIA
60
Concurrent Investment Advisors
Florida
$221K -$28.5K -2,927 -11%
CWA
61
Capital Wealth Alliance
Arizona
$218K +$1.68K +173 +0.8%
BHWM
62
Bar Harbor Wealth Management
New Hampshire
$193K – – –
STA
63
Summit Trail Advisors
New York
$184K -$27.1K -2,781 -13%
SRC
64
Shufro Rose & Co
New York
$180K +$73K +7,500 +68%
Nomura Holdings
65
Nomura Holdings
Japan
$179K +$179K +18,440 New
KPWS
66
Kestra Private Wealth Services
Texas
$169K +$4.66K +479 +3%
CIA
67
Capital Investment Advisors
Georgia
$165K – – –
WFA
68
Wellspring Financial Advisors
Ohio
$156K – – –
BRWA
69
B. Riley Wealth Advisors
Florida
$153K +$153K +18,538 New
MNBTD
70
Moody National Bank Trust Division
Texas
$149K -$49.6K -5,099 -25%
LA
71
LexAurum Advisors
Kansas
$146K – – –
PB
72
Pinnacle Bancorp
Nebraska
$146K – – –
CAM
73
Cresset Asset Management
Illinois
$140K – – –
ASN
74
Advisory Services Network
Georgia
$136K – – –
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$132K +$132K +13,559 New
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3
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