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Invesco Municipal Opportunity Trust

111 hedge funds and large institutions have $185M invested in Invesco Municipal Opportunity Trust in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

10% more funds holding

Funds holding: 101111 (+10)

1% more capital invested

Capital invested by funds: $182M → $185M (+$2.22M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.46% less ownership

Funds ownership: 30.1%28.63% (-1.5%)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
36
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$278K +$280K +28,999 New
BB
52
Burford Brothers
Texas
$274K
AWA
53
Alaska Wealth Advisors
Alaska
$273K
IWS
54
Insight Wealth Strategies
California
$263K +$5.11K +530 +2%
Brown Advisory
55
Brown Advisory
Maryland
$256K
Jane Street
56
Jane Street
New York
$256K +$258K +26,715 New
SRC
57
Shufro Rose & Co
New York
$244K +$67.5K +7,000 +38%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$197K -$59.1K -6,128 -23%
BHWM
59
Bar Harbor Wealth Management
New Hampshire
$189K
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$188K +$2.72K +282 +1%
KA
61
Kercheville Advisors
Texas
$179K
KPWS
62
Kestra Private Wealth Services
Texas
$167K +$974 +101 +0.6%
ATPW
63
Ashton Thomas Private Wealth
Arizona
$163K +$14.5K +1,500 +10%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$157K
HF
65
HRT Financial
New York
$149K +$151K +15,625 New
HCM
66
Hollencrest Capital Management
California
$147K +$149K +15,411 New
PB
67
Pinnacle Bancorp
Nebraska
$144K
CAM
68
Cresset Asset Management
Illinois
$138K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$132K +$133K +13,798 New
CIA
70
Capital Investment Advisors
Georgia
$129K -$12.4K -1,285 -9%
EMAM
71
Encompass More Asset Management
California
$121K
RSA
72
River Street Advisors
Illinois
$120K +$121K +12,547 New
P
73
&Partners
Tennessee
$119K +$120K +12,474 New
CWM
74
Collaborative Wealth Management
Florida
$105K
LCM
75
Landscape Capital Management
New Jersey
$105K +$105K +10,922 New