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Invesco Municipal Opportunity Trust
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Overview Fund Activity

89 hedge funds and large institutions have $127M invested in Invesco Municipal Opportunity Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
27
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$13M
2
KIM
Karpus Investment Management
New York
+$9.13M
3
OCM
Oaktree Capital Management
California
+$5.11M
4
Stifel Financial
Stifel Financial
Missouri
+$2.08M
5
Goldman Sachs
Goldman Sachs
New York
+$1.67M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$5.44M
2
MSL
Mackay Shields LLC
New York
-$4.48M
3
PPA
Parametric Portfolio Associates
Washington
-$2.97M
4
VanEck Associates
VanEck Associates
New York
-$757K
5
Bank of America
Bank of America
North Carolina
-$583K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
76
Zions Bancorporation
Utah
$20K – – –
Citigroup
77
Citigroup
New York
$17K – – –
GWM
78
Geneos Wealth Management
Colorado
$16K -$44.1K -4,000 -73%
EFSCE
79
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
FBT
80
First Bank & Trust
South Dakota
$13K – – –
TFGT
81
TS Financial Group (TSFG)
Illinois
$13K – – –
DWM
82
Darwin Wealth Management
Florida
$13K +$13K +1,200 New
FWM
83
FSA Wealth Management
Massachusetts
$10K – – –
PAM
84
Panagora Asset Management
Massachusetts
$8K +$384 +34 +5%
GI
85
Gradient Investments
Minnesota
$6K – – –
PWMG
86
Prestige Wealth Management Group
New Jersey
$5K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
EWM
88
Endurance Wealth Management
Rhode Island
$3K – – –
Northern Trust
89
Northern Trust
Illinois
$1K +$119 +1,670 +14%
RCM
90
Robinson Capital Management
Michigan
– -$5.44M -440,145 Closed
MSL
91
Mackay Shields LLC
New York
– -$4.48M -362,330 Closed
ACA
92
Ackerman Capital Advisors
Texas
– -$472K -38,172 Closed
PWM
93
PBMares Wealth Management
Virginia
– -$349K -28,201 Closed
IAA
94
Independent Advisor Alliance
North Carolina
– -$274K -22,166 Closed
PIA
95
Powell Investment Advisors
Florida
– -$270K -21,880 Closed
SS
96
Sunbelt Securities
Texas
– -$223K -18,016 Closed
PAS
97
Partnervest Advisory Services
California
– -$177K -14,345 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$128K -10,368 Closed
WAM
99
Wolverine Asset Management
Illinois
– -$63K -5,114 Closed
AA
100
Argent Advisors
Louisiana
– -$33K -2,744 Closed
1 2 3
4
5