We are live on ! Find out more
VMO icon

Invesco Municipal Opportunity Trust
VMO

104 hedge funds and large institutions have $113M invested in Invesco Municipal Opportunity Trust in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $92.2M → $113M (+$20.3M)

5% more funds holding

Funds holding: 99 → 104 (+5)

3.19% more ownership

Funds ownership: 11.06% → 14.25% (+3.2%)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
35
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$8.55M
2
Goldman Sachs
Goldman Sachs
New York
+$6.61M
3
RCM
Robinson Capital Management
Michigan
+$6.06M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.56M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$1.9M
2
DA
Doliver Advisors
Texas
-$1.03M
3
BCM
BlueCrest Capital Management
Jersey
-$802K
4
Squarepoint
Squarepoint
New York
-$551K
5
WAM
Weiss Asset Management
Massachusetts
-$541K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$122K – – –
MML Investors Services
77
MML Investors Services
Massachusetts
$119K -$22K -1,841 -15%
EFS
78
Essex Financial Services
Connecticut
$117K – – –
TCM
79
Tradewinds Capital Management
Washington
$100K +$101K +8,500 New
SMG
80
Spectrum Management Group
Indiana
$99K – – –
WDL
81
Well Done LLC
Michigan
$93K +$94.5K +7,912 New
US Bancorp
82
US Bancorp
Minnesota
$81K – – –
PFBT
83
Parkside Financial Bank & Trust
Missouri
$69K – – –
SEI Investments
84
SEI Investments
Pennsylvania
$59K +$60K +5,022 New
SWM
85
SeaCrest Wealth Management
New York
$56K -$23.1K -1,937 -29%
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$41K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$39K +$573 +48 +1%
JP Morgan Chase
88
JP Morgan Chase
New York
$36K – – –
FIB
89
First Interstate Bank
Montana
$34K – – –
TFS
90
TrustCore Financial Services
Tennessee
$34K – – –
SWP
91
Stratos Wealth Partners
Ohio
$27K – – –
CFA
92
Carroll Financial Associates
North Carolina
$21K – – –
ZB
93
Zions Bancorporation
Utah
$21K +$21.2K +1,779 New
EFSCE
94
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
WAM
95
Wealthspire Advisors (Maryland)
Maryland
$12K – – –
BlackRock
96
BlackRock
New York
$12K +$11.9K +1,000 New
GI
97
Gradient Investments
Minnesota
$6K +$6.55K +549 New
Northern Trust
98
Northern Trust
Illinois
$5K -$85.1K -7,132 -16%
FCB
99
First Command Bank
Texas
$4.1K +$4.18K +350 New
RCAG
100
Rehmann Capital Advisory Group
Michigan
$4K +$3.98K +333 New
1 2 3
4
5

VMO Hedge Fund Activity: Q1 2018 in Review

104 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2018, worth a combined $113M — up 22% from $92.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VMO positions and 14 closed out — a net gain of 5 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.55M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.9M sold.

  • 104 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2018, up from 99 in Q4 2017.
  • Funds reported $113M of Invesco Municipal Opportunity Trust stock for Q1 2018, up 22% quarter-over-quarter.
  • 19 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2018 and 14 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2018 was Karpus Investment Management, an estimated $8.55M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2018 was Laurion Capital Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q1 2018.