Invesco Municipal Opportunity Trust
VMO
71 hedge funds and large institutions have $66.2M invested in Invesco Municipal Opportunity Trust in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
8% more funds holding
Funds holding: 66 → 71 (+5)
1% more capital invested
Capital invested by funds: $65.7M → $66.2M (+$532K)
0.05% more ownership
Funds ownership: 7.53% → 7.58% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.18M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$286K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$246K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$244K |
| 5 |
Millennium Management
New York
|
+$227K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.27M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.06M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$427K |
| 4 |
Morgan Stanley
New York
|
-$349K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$322K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Creative Planning
Overland Park,
Kansas
| – | -$73K | -5,566 | Closed |
|
|
AG
77
Advisor Group
Phoenix,
Arizona
| – | -$10K | -736 | Closed |
|
VMO Hedge Fund Activity: Q3 2017 in Review
71 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2017, worth a combined $66.2M — up 0.81% from $65.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VMO positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 16 trimmed.
The largest buyer was Robinson Capital Management, adding an estimated $1.18M. The largest seller was UBS Group, cutting an estimated $1.27M.
- 71 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2017, up from 66 in Q2 2017.
- Funds reported $66.2M of Invesco Municipal Opportunity Trust stock for Q3 2017, up 0.81% quarter-over-quarter.
- 9 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2017 and 4 closed out, a net change of +5 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q3 2017 was Robinson Capital Management, an estimated $1.18M added.
- The largest Invesco Municipal Opportunity Trust seller in Q3 2017 was UBS Group, an estimated $1.27M sold.
Based on aggregated 13F filings for Q3 2017.