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Invesco Municipal Opportunity Trust
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Overview Fund Activity

96 hedge funds and large institutions have $116M invested in Invesco Municipal Opportunity Trust in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
2.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
29
Reduced
22
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$19.6M
2
BI
Bramshill Investments
Florida
+$10.3M
3
WAM
Weiss Asset Management
Massachusetts
+$1.22M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.12M
5
Wells Fargo
Wells Fargo
California
+$1.03M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$25.6M
2
PPA
Parametric Portfolio Associates
Washington
-$2.84M
3
DWM
Dakota Wealth Management
Florida
-$1.74M
4
Bank of America
Bank of America
North Carolina
-$1.37M
5
RCM
Robinson Capital Management
Michigan
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
76
Geneos Wealth Management
Colorado
$60K -$22.1K -2,007 -27%
SWM
77
SeaCrest Wealth Management
New York
$53K – – –
FMII
78
Farmers & Merchants Investments Inc
Nebraska
$39K – – –
JPMorgan Chase & Co
79
JPMorgan Chase & Co
New York
$34K – – –
MIM
80
Macroview Investment Management
Maryland
$34K +$34K +3,065 New
TFS
81
TrustCore Financial Services
Tennessee
$32K – – –
TCM
82
Tradewinds Capital Management
Washington
$20K -$73.7K -6,685 -79%
ZB
83
Zions Bancorporation
Utah
$20K – – –
LWM
84
Liberty Wealth Management
California
$18K +$18K +1,688 New
Citigroup
85
Citigroup
New York
$17K -$1.13K -100 -6%
WAM
86
Wolverine Asset Management
Illinois
$14K +$14K +1,260 New
EFSCE
87
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
DWM
88
Doyle Wealth Management
Florida
$13K +$13K +1,154 New
AG
89
Advisor Group
Arizona
$12K -$4.15K -353 -26%
BlackRock
90
BlackRock
New York
$11K – – –
GI
91
Gradient Investments
Minnesota
$6K – – –
PWMG
92
Prestige Wealth Management Group
New Jersey
$5K +$5K +445 New
IA
93
IFP Advisors
Florida
$5K +$5K +492 New
RCAG
94
Rehmann Capital Advisory Group
Michigan
$3.72K – – –
Northern Trust
95
Northern Trust
Illinois
$3K – – –
EWM
96
Endurance Wealth Management
Rhode Island
$3K – – –
WT
97
Whittier Trust
California
$1K – – –
PPA
98
Parametric Portfolio Associates
Washington
– -$2.84M -247,805 Closed
RCM
99
Robinson Capital Management
Michigan
– -$1.1M -96,301 Closed
NMC
100
Nine Masts Capital
Hong Kong
– -$906K -79,200 Closed
1 2 3
4
5