VMO icon

Invesco Municipal Opportunity Trust
VMO

Overview Fund Activity

86 hedge funds and large institutions have $189M invested in Invesco Municipal Opportunity Trust in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
23
Closed
10
Calls
$1.23M
Puts
–
Net Calls
+$1.23M
Net Calls Change
+$1.23M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.2M
2
BI
2
Bramshill Investments
Florida
$55M
3
Bank of America
3
Bank of America
North Carolina
$6.12M
4
GC
4
Guggenheim Capital
Illinois
$24M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.57M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
AWA
2
Alaska Wealth Advisors
Alaska
$1.2M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.09M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$14K – – –
GWM
77
Geneos Wealth Management
Colorado
$11K – – –
FBT
78
First Bank & Trust
South Dakota
$10K – – –
BFEC
79
Benjamin F. Edwards & Company
Missouri
$7K -$784K -59,931 -99%
PWMG
80
Prestige Wealth Management Group
New Jersey
$6K – – –
NFSG
81
Newbridge Financial Services Group
Florida
$5K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
EWM
83
Endurance Wealth Management
Rhode Island
$3K – – –
SWA
84
SOA Wealth Advisors
New York
$3K – – –
PA
85
Parallel Advisors
California
$3K +$3K +184 New
Northern Trust
86
Northern Trust
Illinois
$2K +$1 +5 +0%
PAM
87
Panagora Asset Management
Massachusetts
$1K -$1.32K -78 -57%
RCM
88
Rivernorth Capital Management
Florida
– -$2.05M -155,553 Closed
FAIM
89
Financial Advocates Investment Management
Washington
– -$1.12M -84,906 Closed
WFA
90
Wellspring Financial Advisors
Ohio
– -$206K -18,000 Closed
FFA
91
First Foundation Advisors
California
– -$233K -17,697 Closed
MFW
92
Meristem Family Wealth
Minnesota
– -$214K -16,200 Closed
WAP
93
Wealthcare Advisory Partners
Pennsylvania
– -$146K -11,052 Closed
IAIM
94
International Assets Investment Management
Florida
– -$138K -10,753 Closed
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
– -$98K -7,359 Closed
FIA
96
FNY Investment Advisers
New York
– -$20K -1,558 Closed
1 2 3
4