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Invesco Municipal Opportunity Trust
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Overview Fund Activity

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.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.71%
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

1
RCM
1
Rivernorth Capital Management
Florida
$24.3M
2
RCM
2
Robinson Capital Management
Michigan
$12.2M
3
KAS
3
Kestra Advisory Services
Texas
$2.04M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.02M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.49M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$15.3M
2
KIM
2
Karpus Investment Management
New York
$11.8M
3
SCM
3
Saba Capital Management
New York
$63.9M
4
AA
4
AQR Arbitrage
Connecticut
$1.55M
5
AIA
5
Angeles Investment Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$335K 32,584 -3,515 -10%
QL
52
Quarry LP
New York
$334K 32,500 – –
KWA
53
Kingswood Wealth Advisors
California
$330K 32,120 – –
Bank of America
54
Bank of America
North Carolina
$322K 31,365 +316 +1%
AWA
55
Alaska Wealth Advisors
Alaska
$293K 28,550 – –
CIA
56
Concurrent Investment Advisors
Florida
$272K 26,451 +4,646 +21%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$250K 24,373 +1 +0%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$249K 24,221 -5,630 -19%
RP
59
Riverbridge Partners
Minnesota
$248K 24,151 -71,933 -75%
Brown Advisory
60
Brown Advisory
Maryland
$247K 24,061 – –
SFWA
61
Summit Financial Wealth Advisors
Louisiana
$227K 22,130 – –
RJT
62
Raymond James Trust
Florida
$226K 22,018 – –
BHWM
63
Bar Harbor Wealth Management
New Hampshire
$203K 19,795 – –
SQA
64
Simon Quick Advisors
New Jersey
$191K 18,549 +1,076 +6%
SRC
65
Shufro Rose & Co
New York
$186K 18,500 – –
KPWS
66
Kestra Private Wealth Services
Texas
$179K 17,456 +58 +0.3%
CIA
67
Capital Investment Advisors
Georgia
$174K 16,913 – –
Walleye Capital
68
Walleye Capital
New York
$164K 15,976 +15,976 New
ACA
69
Ackerman Capital Advisors
Texas
$161K 15,647 +15,647 New
KA
70
Kercheville Advisors
Texas
$155K 15,067 +2,000 +15%
PB
71
Pinnacle Bancorp
Nebraska
$154K 15,000 – –
LA
72
LexAurum Advisors
Kansas
$154K 15,000 – –
Cerity Partners
73
Cerity Partners
New York
$150K 14,626 +14,626 New
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$150K 14,601 – –
CAM
75
Cresset Asset Management
Illinois
$148K 14,400 – –
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