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Invesco Municipal Opportunity Trust
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Overview Fund Activity

90 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, 24 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
24
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$17.4M
2
Bank of America
2
Bank of America
North Carolina
$4.85M
3
GC
3
Guggenheim Capital
Illinois
$22.2M
4
BI
4
Bramshill Investments
Florida
$49.6M
5
AAM
5
Advisors Asset Management
Colorado
$2.64M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.05M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$2.56M
3
SIA
3
Sit Investment Associates
Minnesota
$9.66M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.06M
5
Ameriprise
5
Ameriprise
Minnesota
$7.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
76
FourThought Financial
Florida
$29K – – –
SWM
77
Spire Wealth Management
Virginia
$29K +$29K +2,200 New
FIA
78
FNY Investment Advisers
New York
$20K -$52K -4,053 -72%
TFGT
79
TS Financial Group (TSFG)
Illinois
$15K – – –
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$15K – – –
Citigroup
81
Citigroup
New York
$13K – – –
GWM
82
Geneos Wealth Management
Colorado
$11K -$37.9K -2,901 -78%
FBT
83
First Bank & Trust
South Dakota
$10K – – –
PWMG
84
Prestige Wealth Management Group
New Jersey
$6K – – –
NFSG
85
Newbridge Financial Services Group
Florida
$5K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
SWA
87
SOA Wealth Advisors
New York
$3K – – –
EWM
88
Endurance Wealth Management
Rhode Island
$3K – – –
Northern Trust
89
Northern Trust
Illinois
$2K +$1 +6 +0%
PAM
90
Panagora Asset Management
Massachusetts
$2K +$248 +17 +14%
KAS
91
Kestra Advisory Services
Texas
– -$802K -62,906 Closed
MIG
92
Mariner Investment Group
New York
– -$350K -27,314 Closed
LNWWM
93
Laird Norton Wetherby Wealth Management
California
– -$134K -10,414 Closed
AWG
94
Altus Wealth Group
Colorado
– -$58K -4,549 Closed
GLLW
95
Graves Light Lenhart Wealth
Virginia
– -$22K -1,692 Closed
MA
96
MUFG Americas
New York
– -$17K -1,312 Closed
BC
97
Bartlett & Co
Ohio
– -$13K -1,025 Closed
BCWM
98
Bartlett & Co Wealth Management
Ohio
– -$13.1K -1,025 Closed
KPCM
99
Kings Point Capital Management
New York
– -$11K -872 Closed
FWM
100
FSA Wealth Management
Massachusetts
– -$11K -850 Closed
1 2 3
4
5