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Invesco Municipal Opportunity Trust
VMO

92 hedge funds and large institutions have $179M invested in Invesco Municipal Opportunity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $176M → $179M (+$3.09M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.23% less ownership

Funds ownership: 20.39% → 20.16% (-0.23%)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

1% less funds holding

Funds holding: 93 → 92 (-1)

Holders
92
Holders Change
-1
Holders Change %
-1.08%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
25
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.79M
2
Bank of America
Bank of America
North Carolina
+$1.85M
3
GC
Guggenheim Capital
Illinois
+$933K
4
BI
Bramshill Investments
Florida
+$832K
5
AAM
Advisors Asset Management
Colorado
+$754K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$10.8M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.03M
3
SIA
Sit Investment Associates
Minnesota
-$1.46M
4
AWA
Alaska Wealth Advisors
Alaska
-$900K
5
Ameriprise
Ameriprise
Minnesota
-$878K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
76
Wagner Wealth Management (South Carolina)
South Carolina
$33K +$33.2K +2,541 New
FF
77
FourThought Financial
Florida
$29K – – –
SWM
78
Spire Wealth Management
Virginia
$29K +$28.7K +2,200 New
FIA
79
FNY Investment Advisers
New York
$20K -$53K -4,053 -72%
JP Morgan Chase
80
JP Morgan Chase
New York
$15K – – –
TFGT
81
TS Financial Group (TSFG)
Illinois
$15K – – –
Citigroup
82
Citigroup
New York
$13K – – –
GWM
83
Geneos Wealth Management
Colorado
$11K -$37.9K -2,901 -78%
FBT
84
First Bank & Trust
South Dakota
$10K – – –
PWMG
85
Prestige Wealth Management Group
New Jersey
$6K – – –
NFSG
86
Newbridge Financial Services Group
Florida
$5K – – –
CT
87
Caldwell Trust
Florida
$4.48K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
EWM
89
Endurance Wealth Management
Rhode Island
$3K – – –
SWA
90
SOA Wealth Advisors
New York
$3K – – –
Northern Trust
91
Northern Trust
Illinois
$2K +$78 +6 +0%
PAM
92
Panagora Asset Management
Massachusetts
$2K +$222 +17 +14%
KAS
93
Kestra Advisory Services
Texas
– -$802K -62,906 Closed
MIG
94
Mariner Investment Group
New York
– -$350K -27,314 Closed
LNWWM
95
Laird Norton Wetherby Wealth Management
California
– -$134K -10,414 Closed
AWG
96
Altus Wealth Group
Colorado
– -$58K -4,549 Closed
GLLW
97
Graves Light Lenhart Wealth
Virginia
– -$22.1K -1,692 Closed
MA
98
MUFG Americas
New York
– -$17K -1,312 Closed
BC
99
Bartlett & Co
Ohio
– -$13K -1,025 Closed
BCWM
100
Bartlett & Co Wealth Management
Ohio
– -$13.1K -1,025 Closed
1 2 3
4
5

VMO Hedge Fund Activity: Q1 2021 in Review

92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2021, worth a combined $179M — up 1.8% from $176M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of VMO and 13 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 25 added.

The largest buyer was UBS Group, adding an estimated $3.79M. The largest seller was Rivernorth Capital Management, cutting an estimated $10.8M.

  • 92 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2021, down from 93 in Q4 2020.
  • Funds reported $179M of Invesco Municipal Opportunity Trust stock for Q1 2021, up 1.8% quarter-over-quarter.
  • 13 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2021 and 14 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2021 was UBS Group, an estimated $3.79M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2021 was Rivernorth Capital Management, an estimated $10.8M sold.

Based on aggregated 13F filings for Q1 2021.