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Invesco Municipal Opportunity Trust
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Overview Fund Activity

114 hedge funds and large institutions have $250M invested in Invesco Municipal Opportunity Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
29
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$67.6M
2
SIA
2
Sit Investment Associates
Minnesota
$31.4M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$15.2M
4
WA
4
Whitebox Advisors
Minnesota
$2.39M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.2M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$17.2M
2
GC
2
Guggenheim Capital
Illinois
$5.51M
3
LSC
3
Logan Stone Capital
Illinois
$2.75M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$5.74M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$409K 37,518 -17,770 -32%
PA
52
Planning Alternatives
Michigan
$393K 39,000 +10,000 +34%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$364K 36,099 -901 -2%
QL
54
Quarry LP
New York
$328K 32,500 +32,500 New
KWA
55
Kingswood Wealth Advisors
California
$324K 32,120 +2,715 +9%
Bank of America
56
Bank of America
North Carolina
$313K 31,049 -2,236 -7%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$301K 29,851 -29,801 -50%
AWA
58
Alaska Wealth Advisors
Alaska
$288K 28,550 – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$282K 28,007 -1,813 -6%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$246K 24,372 -15,022 -38%
Brown Advisory
61
Brown Advisory
Maryland
$243K 24,061 – –
CWA
62
Capital Wealth Alliance
Arizona
$228K 22,626 +216 +1%
SFWA
63
Summit Financial Wealth Advisors
Louisiana
$223K 22,130 -6,325 -22%
RJT
64
Raymond James Trust
Florida
$222K 22,018 -4,000 -15%
CIA
65
Concurrent Investment Advisors
Florida
$220K 21,805 -955 -4%
BHWM
66
Bar Harbor Wealth Management
New Hampshire
$200K 19,795 – –
Nomura Holdings
67
Nomura Holdings
Japan
$187K 18,540 +100 +0.5%
SRC
68
Shufro Rose & Co
New York
$186K 18,500 – –
SQA
69
Simon Quick Advisors
New Jersey
$176K 17,473 -8,290 -32%
KPWS
70
Kestra Private Wealth Services
Texas
$175K 17,398 +45 +0.3%
CIA
71
Capital Investment Advisors
Georgia
$170K 16,913 – –
PB
72
Pinnacle Bancorp
Nebraska
$151K 15,000 – –
LA
73
LexAurum Advisors
Kansas
$151K 15,000 – –
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$147K 14,601 +1,042 +8%
CAM
75
Cresset Asset Management
Illinois
$145K 14,400 – –
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