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Invesco Municipal Opportunity Trust

116 hedge funds and large institutions have $217M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.55% less ownership

Funds ownership: 33.62%33.07% (-0.55%)

2% less funds holding

Funds holding: 118116 (-2)

7% less capital invested

Capital invested by funds: $232M → $217M (-$15.6M)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
20
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
51
Wealth Alliance Advisory Group
Kansas
$356K +$364K +36,600 New
Osaic Holdings
52
Osaic Holdings
Arizona
$335K -$1.72M -173,289 -83%
QL
53
Quarry LP
New York
$316K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$293K -$66.9K -6,722 -18%
SG
55
StoneX Group
New York
$292K +$299K +30,055 New
LCM
56
Landscape Capital Management
New Jersey
$290K +$296K +29,793 New
AWA
57
Alaska Wealth Advisors
Alaska
$278K
Bank of America
58
Bank of America
North Carolina
$270K -$35.3K -3,547 -11%
CIA
59
Concurrent Investment Advisors
Florida
$254K -$3.09K -311 -1%
Brown Advisory
60
Brown Advisory
Maryland
$248K +$14.4K +1,450 +6%
IWS
61
Insight Wealth Strategies
California
$247K +$253K +25,383 New
RP
62
Riverbridge Partners
Minnesota
$226K -$8.69K -873 -4%
AC
63
Aristides Capital
Kentucky
$212K +$217K +21,780 New
SFWA
64
Summit Financial Wealth Advisors
Louisiana
$211K -$6.27K -630 -3%
Nomura Holdings
65
Nomura Holdings
Japan
$202K +$206K +20,746 New
LOPW
66
Live Oak Private Wealth
North Carolina
$194K +$199K +20,000 New
BHWM
67
Bar Harbor Wealth Management
New Hampshire
$192K
KPWS
68
Kestra Private Wealth Services
Texas
$190K +$21.1K +2,116 +12%
SQA
69
Simon Quick Advisors
New Jersey
$190K +$9.84K +989 +5%
SRC
70
Shufro Rose & Co
New York
$180K
CIA
71
Capital Investment Advisors
Georgia
$164K
PCM
72
Permanent Capital Management
Illinois
$152K +$156K +15,649 New
KA
73
Kercheville Advisors
Texas
$146K
PB
74
Pinnacle Bancorp
Nebraska
$146K
CAM
75
Cresset Asset Management
Illinois
$140K

VMO Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2024, worth a combined $217M — down 6.7% from $232M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VMO positions and 17 closed out — a net gain of 1 holder — while 41 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $19M. The largest seller was Saba Capital Management, cutting an estimated $40.2M.

  • 116 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2024, down from 118 in Q3 2024.
  • Funds reported $217M of Invesco Municipal Opportunity Trust stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 18 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2024 and 17 closed out, a net change of +1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $19M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2024 was Saba Capital Management, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2024.