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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $216M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-3
Holders Change %
-2.54%
% 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
17
Increased
41
Reduced
20
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$41.6M
2
RCM
2
Robinson Capital Management
Michigan
$16.5M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.45M
4
LPL Financial
4
LPL Financial
California
$4.4M
5
GC
5
Guggenheim Capital
Illinois
$9.19M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$21.2M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$12.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$335K
4
AA
4
AQR Arbitrage
Connecticut
$0
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$335K -$1.68M -173,289 -83%
QL
52
Quarry LP
New York
$316K – – –
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$293K -$65.3K -6,722 -18%
SG
54
StoneX Group
New York
$292K +$292K +30,055 New
LCM
55
Landscape Capital Management
New Jersey
$290K +$290K +29,793 New
AWA
56
Alaska Wealth Advisors
Alaska
$278K – – –
Bank of America
57
Bank of America
North Carolina
$270K -$34.5K -3,547 -11%
CIA
58
Concurrent Investment Advisors
Florida
$254K -$3.02K -311 -1%
Brown Advisory
59
Brown Advisory
Maryland
$248K +$14.1K +1,450 +6%
IWS
60
Insight Wealth Strategies
California
$247K +$247K +25,383 New
RP
61
Riverbridge Partners
Minnesota
$226K -$8.49K -873 -4%
AC
62
Aristides Capital
Kentucky
$212K +$212K +21,780 New
SFWA
63
Summit Financial Wealth Advisors
Louisiana
$211K -$6.18K -630 -3%
Nomura Holdings
64
Nomura Holdings
Japan
$202K +$202K +20,746 New
LOPW
65
Live Oak Private Wealth
North Carolina
$194K +$194K +20,000 New
BHWM
66
Bar Harbor Wealth Management
New Hampshire
$192K – – –
KPWS
67
Kestra Private Wealth Services
Texas
$190K +$20.6K +2,116 +12%
SQA
68
Simon Quick Advisors
New Jersey
$190K +$9.61K +989 +5%
SRC
69
Shufro Rose & Co
New York
$180K – – –
CIA
70
Capital Investment Advisors
Georgia
$164K – – –
PCM
71
Permanent Capital Management
Illinois
$152K +$152K +15,649 New
KA
72
Kercheville Advisors
Texas
$146K – – –
PB
73
Pinnacle Bancorp
Nebraska
$146K – – –
CAM
74
Cresset Asset Management
Illinois
$140K – – –
Cerity Partners
75
Cerity Partners
New York
$139K -$2.91K -299 -2%
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3
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