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Invesco Municipal Opportunity Trust
VMO

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.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

5% more capital invested

Capital invested by funds: $229M → $241M (+$11.7M)

1.38% more ownership

Funds ownership: 35.4% → 36.78% (+1.4%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 115 → 115 (0)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.66%
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

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
+$52.6M
2
SIA
Sit Investment Associates
Minnesota
+$15.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.01M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.71M
5
NMC
Nine Masts Capital
Hong Kong
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$53.5M
2
Morgan Stanley
Morgan Stanley
New York
-$2.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.37M
4
LSC
Logan Stone Capital
Illinois
-$2.32M
5
RCM
Rivernorth Capital Management
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$290K +$1.64K +171 +0.6%
KWA
52
Kingswood Wealth Advisors
California
$286K +$75.4K +7,850 +36%
PA
53
Planning Alternatives
Michigan
$282K +$48K +5,000 +21%
AWA
54
Alaska Wealth Advisors
Alaska
$278K – – –
SFWA
55
Summit Financial Wealth Advisors
Louisiana
$277K -$28.8K -3,000 -10%
RP
56
Riverbridge Partners
Minnesota
$260K +$8.64K +900 +3%
RJT
57
Raymond James Trust
Florida
$253K -$48K -5,000 -16%
SQA
58
Simon Quick Advisors
New Jersey
$251K +$25K +2,607 +11%
Brown Advisory
59
Brown Advisory
Maryland
$234K – – –
CIA
60
Concurrent Investment Advisors
Florida
$221K -$28.1K -2,927 -11%
CWA
61
Capital Wealth Alliance
Arizona
$218K +$1.66K +173 +0.8%
BHWM
62
Bar Harbor Wealth Management
New Hampshire
$193K – – –
STA
63
Summit Trail Advisors
New York
$184K -$26.7K -2,781 -13%
SRC
64
Shufro Rose & Co
New York
$180K +$72K +7,500 +68%
Nomura Holdings
65
Nomura Holdings
Japan
$179K +$177K +18,440 New
KPWS
66
Kestra Private Wealth Services
Texas
$169K +$4.6K +479 +3%
CIA
67
Capital Investment Advisors
Georgia
$165K – – –
WFA
68
Wellspring Financial Advisors
Ohio
$156K – – –
BRWA
69
B. Riley Wealth Advisors
Florida
$153K +$178K +18,538 New
MNBTD
70
Moody National Bank Trust Division
Texas
$149K -$49K -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 +$130K +13,559 New
1 2
3
4 5

VMO Hedge Fund Activity: Q1 2024 in Review

115 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2024, worth a combined $241M — up 5.1% from $229M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VMO positions and 15 closed out — a net gain of 1 holder — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $52.6M. The largest seller was Bramshill Investments, exiting entirely with an estimated $53.5M sold.

  • 115 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $241M of Invesco Municipal Opportunity Trust stock for Q1 2024, up 5.1% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2024 and 15 closed out, a net change of +1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2024 was Saba Capital Management, an estimated $52.6M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2024 was Bramshill Investments, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2024.