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Invesco Municipal Opportunity Trust
VMO

118 hedge funds and large institutions have $232M invested in Invesco Municipal Opportunity Trust in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

4% more funds holding

Funds holding: 114 → 118 (+4)

2.94% less ownership

Funds ownership: 36.57% → 33.62% (-2.9%)

7% less capital invested

Capital invested by funds: $250M → $232M (-$17.8M)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
37
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.98M
2
RCM
Robinson Capital Management
Michigan
+$4.54M
3
KAS
Kestra Advisory Services
Texas
+$1.9M
4
Morgan Stanley
Morgan Stanley
New York
+$1.66M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$16.4M
2
KIM
Karpus Investment Management
New York
-$5.64M
3
SCM
Saba Capital Management
New York
-$4.91M
4
AA
AQR Arbitrage
Connecticut
-$2.22M
5
AIA
Angeles Investment Advisors
California
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$335K -$35.6K -3,515 -10%
QL
52
Quarry LP
New York
$334K – – –
KWA
53
Kingswood Wealth Advisors
California
$330K – – –
Bank of America
54
Bank of America
North Carolina
$322K +$3.2K +316 +1%
AWA
55
Alaska Wealth Advisors
Alaska
$293K – – –
CIA
56
Concurrent Investment Advisors
Florida
$272K +$47K +4,646 +21%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$250K +$10 +1 +0%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$249K -$57K -5,630 -19%
RP
59
Riverbridge Partners
Minnesota
$248K -$728K -71,933 -75%
Brown Advisory
60
Brown Advisory
Maryland
$247K – – –
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$227K – – –
RJT
62
Raymond James Trust
Florida
$226K – – –
BHWM
63
Bar Harbor Wealth Management
New Hampshire
$203K – – –
SQA
64
Simon Quick Advisors
New Jersey
$191K +$10.9K +1,076 +6%
SRC
65
Shufro Rose & Co
New York
$186K – – –
KPWS
66
Kestra Private Wealth Services
Texas
$179K +$587 +58 +0.3%
CIA
67
Capital Investment Advisors
Georgia
$174K – – –
Walleye Capital
68
Walleye Capital
New York
$164K +$162K +15,976 New
ACA
69
Ackerman Capital Advisors
Texas
$161K +$158K +15,647 New
KA
70
Kercheville Advisors
Texas
$155K +$20.2K +2,000 +15%
LA
71
LexAurum Advisors
Kansas
$154K – – –
PB
72
Pinnacle Bancorp
Nebraska
$154K – – –
Cerity Partners
73
Cerity Partners
New York
$150K +$148K +14,626 New
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$150K – – –
CAM
75
Cresset Asset Management
Illinois
$148K – – –
1 2
3
4 5

VMO Hedge Fund Activity: Q3 2024 in Review

118 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2024, worth a combined $232M — down 7.1% from $250M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VMO positions and 9 closed out — a net gain of 5 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.98M. The largest seller was Sit Investment Associates, cutting an estimated $16.4M.

  • 118 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2024, up from 114 in Q2 2024.
  • Funds reported $232M of Invesco Municipal Opportunity Trust stock for Q3 2024, down 7.1% quarter-over-quarter.
  • 14 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2024 and 9 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q3 2024 was Rivernorth Capital Management, an estimated $4.98M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q3 2024 was Sit Investment Associates, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2024.