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Invesco Municipal Opportunity Trust

87 hedge funds and large institutions have $119M invested in Invesco Municipal Opportunity Trust in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

6% more funds holding

Funds holding: 8287 (+5)

1.15% more ownership

Funds ownership: 14.71%15.86% (+1.1%)

1% more capital invested

Capital invested by funds: $118M → $119M (+$1.21M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
29
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
76
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
FBT
77
First Bank & Trust
South Dakota
$14K
TFGT
78
TS Financial Group (TSFG)
Illinois
$14K +$13.7K +1,136 New
DWM
79
Doyle Wealth Management
Florida
$14K +$13.9K +1,154 New
BlackRock
80
BlackRock
New York
$12K
RCM
81
Rivernorth Capital Management
Florida
$11.8K -$816K -67,883 -7%
GI
82
Gradient Investments
Minnesota
$7K
PWMG
83
Prestige Wealth Management Group
New Jersey
$5K
RCAG
84
Rehmann Capital Advisory Group
Michigan
$4.09K
Northern Trust
85
Northern Trust
Illinois
$4K -$92.2K -7,664 -22%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$4K
EWM
87
Endurance Wealth Management
Rhode Island
$3K
MWM
88
Merriman Wealth Management
Washington
$2.2K -$48.1K -4,000 -18%
AF
89
Advisornet Financial
Minnesota
$1K +$637 +53 New
Cohen & Steers
90
Cohen & Steers
New York
-$552K -46,248 Closed
WAM
91
Weiss Asset Management
Massachusetts
-$339K -28,444 Closed
Bank of New York Mellon
92
Bank of New York Mellon
New York
-$266K -22,298 Closed
OC
93
Oppenheimer & Co
New York
-$251K -21,000 Closed
CAN
94
Cetera Advisor Networks
California
-$131K -11,008 Closed
CFG
95
CKW Financial Group
Hawaii
-$68K -5,740 Closed
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
-$58.3K -4,889 Closed
SWM
97
SeaCrest Wealth Management
New York
-$47K -3,929 Closed

VMO Hedge Fund Activity: Q2 2019 in Review

87 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2019, worth a combined $119M — up 1% from $118M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VMO positions and 8 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.56M. The largest seller was Fiera Capital (Canada), cutting an estimated $2.6M.

  • 87 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2019, up from 82 in Q1 2019.
  • Funds reported $119M of Invesco Municipal Opportunity Trust stock for Q2 2019, up 1% quarter-over-quarter.
  • 13 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2019 and 8 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2019 was Bramshill Investments, an estimated $8.56M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2019 was Fiera Capital (Canada), an estimated $2.6M sold.

Based on aggregated 13F filings for Q2 2019.