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Invesco Municipal Opportunity Trust
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Overview Fund Activity

105 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.

Holders
105
Holders Change
-2
Holders Change %
-1.87%
% of All Funds
1.41%
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
1
Ameriprise
Minnesota
$6.85M
2
GC
2
Guggenheim Capital
Illinois
$13.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.97M
4
UBS Group
4
UBS Group
Switzerland
$13.1M
5
AAM
5
Advisors Asset Management
Colorado
$2.99M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$5.73M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$0
3
KIM
3
Karpus Investment Management
New York
$7.42M
4
LPL Financial
4
LPL Financial
California
$1.74M
5
Raymond James Financial
5
Raymond James Financial
Florida
$7.66M
Name Market Value Shares Shares
Change 		Shares
Change %
EMAM
76
Encompass More Asset Management
California
$116K 12,630 -307 -2%
BCP
77
Berkeley Capital Partners
Georgia
$114K 12,387 – –
MNBTD
78
Moody National Bank Trust Division
Texas
$104K 11,372 -3 -0%
CWM
79
Collaborative Wealth Management
Florida
$101K 11,000 – –
Northern Trust
80
Northern Trust
Illinois
$94K 10,241 +66 +0.6%
GCP
81
Gill Capital Partners
Colorado
$93.5K 10,189 – –
TCM
82
Tradewinds Capital Management
Washington
$90.8K 9,891 – –
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$82.5K 8,989 -3,400 -27%
HI
84
Harbour Investments
Wisconsin
$71.1K 7,746 – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$70.3K 7,661 +5,490 +253%
GWM
86
Geneos Wealth Management
Colorado
$38.7K 4,214 +3,034 +257%
AA
87
Ancora Advisors
Ohio
$36.9K 4,025 -138 -3%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$17K 1,842 +6 +0.3%
MWM
89
Mascoma Wealth Management
New Hampshire
$13K 1,411 – –
MCM
90
MAI Capital Management
Ohio
$12.2K 1,334 – –
OWP
91
ORG Wealth Partners
Texas
$10.6K 1,151 – –
TFGT
92
TS Financial Group (TSFG)
Illinois
$10K 1,136 – –
FFA
93
Farther Finance Advisors
California
$8.13K 886 – –
GRP
94
Global Retirement Partners
California
$7.04K 767 +767 New
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.68K 728 – –
PWMG
96
Prestige Wealth Management Group
New Jersey
$4.08K 445 – –
NFSG
97
Newbridge Financial Services Group
Florida
$3.28K 357 +357 New
WA
98
WPG Advisers
Maryland
$2.53K 276 +276 New
SWA
99
SOA Wealth Advisors
New York
$2.33K 254 – –
FCAS
100
First Command Advisory Services
Texas
$1.58K 172 +172 New
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4
5