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Invesco Municipal Opportunity Trust
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Overview Fund Activity

106 hedge funds and large institutions have $181M invested in Invesco Municipal Opportunity Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
42
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.76M
2
GC
Guggenheim Capital
Illinois
+$2.58M
3
Morgan Stanley
Morgan Stanley
New York
+$1.9M
4
UBS Group
UBS Group
Switzerland
+$1.48M
5
AAM
Advisors Asset Management
Colorado
+$1.01M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$5.67M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.13M
3
KIM
Karpus Investment Management
New York
-$3.49M
4
LPL Financial
LPL Financial
California
-$3.15M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$338K +$44.8K +4,878 +15%
SG
52
StoneX Group
New York
$304K +$28.3K +3,078 +10%
NL
53
Nuveen LLC
North Carolina
$299K – – –
QL
54
Quarry LP
New York
$298K – – –
AC
55
AlphaCore Capital
California
$297K +$5.99K +652 +2%
Brown Advisory
56
Brown Advisory
Maryland
$295K +$61.3K +6,676 +26%
BB
57
Burford Brothers
Texas
$263K +$263K +28,650 New
AWA
58
Alaska Wealth Advisors
Alaska
$262K – – –
ACA
59
Ackerman Capital Advisors
Texas
$256K +$163K +17,706 +173%
IWS
60
Insight Wealth Strategies
California
$244K +$4.92K +532 +2%
RP
61
Riverbridge Partners
Minnesota
$241K +$12.1K +1,323 +5%
CIA
62
Concurrent Investment Advisors
Florida
$230K -$134K -14,635 -37%
CL
63
Choreo LLC
Illinois
$192K +$65.5K +7,131 +52%
SQA
64
Simon Quick Advisors
New Jersey
$192K +$5.5K +599 +3%
BHWM
65
Bar Harbor Wealth Management
New Hampshire
$182K – – –
FAM
66
Formidable Asset Management
Ohio
$179K – – –
SRC
67
Shufro Rose & Co
New York
$176K – – –
KPWS
68
Kestra Private Wealth Services
Texas
$159K +$936 +102 +0.6%
CIA
69
Capital Investment Advisors
Georgia
$155K – – –
KA
70
Kercheville Advisors
Texas
$147K +$9.18K +1,000 +7%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$147K +$147K +16,013 New
PB
72
Pinnacle Bancorp
Nebraska
$138K – – –
CAM
73
Cresset Asset Management
Illinois
$132K +$9 +1 +0%
STA
74
Summit Trail Advisors
New York
$122K +$5.08K +553 +4%
Cerity Partners
75
Cerity Partners
New York
$119K – – –
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3
4 5