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Invesco Municipal Opportunity Trust
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Overview Fund Activity

91 hedge funds and large institutions have $186M invested in Invesco Municipal Opportunity Trust in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
24
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$1.26M
2
Invesco
2
Invesco
Georgia
$877K
3
AAM
3
Advisors Asset Management
Colorado
$4.2M
4
UBS Group
4
UBS Group
Switzerland
$23.1M
5
GC
5
Guggenheim Capital
Illinois
$24.6M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$579K
3
BI
3
Bramshill Investments
Florida
$53.8M
4
AWA
4
Alaska Wealth Advisors
Alaska
$555K
5
Bank of America
5
Bank of America
North Carolina
$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$34K +$34K +2,485 New
WWM
77
Wagner Wealth Management
South Carolina
$34K – – –
AF
78
Allworth Financial
California
$33K +$374 +27 +1%
SWM
79
Spire Wealth Management
Virginia
$32K – – –
FF
80
FourThought Financial
Florida
$31K – – –
TVWM
81
Tower View Wealth Management
Wisconsin
$21K +$21K +1,524 New
TFGT
82
TS Financial Group (TSFG)
Illinois
$16K – – –
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$15K – – –
GWM
84
Geneos Wealth Management
Colorado
$11K – – –
KIG
85
Kowal Investment Group
Wisconsin
$11K +$11K +791 New
FBT
86
First Bank & Trust
South Dakota
$10K – – –
PWMG
87
Prestige Wealth Management Group
New Jersey
$6K – – –
EWM
88
Endurance Wealth Management
Rhode Island
$3K – – –
SWA
89
SOA Wealth Advisors
New York
$3K – – –
Northern Trust
90
Northern Trust
Illinois
$2K +$639 +6,578 +47%
HWAM
91
Hennion & Walsh Asset Management
New Jersey
– -$5.09M -374,529 Closed
ACA
92
Ackerman Capital Advisors
Texas
– -$299K -21,998 Closed
ARC
93
Advisor Resource Council
Texas
– -$150K -11,022 Closed
Citigroup
94
Citigroup
New York
– -$14K -1,000 Closed
BFEC
95
Benjamin F. Edwards & Company
Missouri
– -$7K -535 Closed
NFSG
96
Newbridge Financial Services Group
Florida
– -$5K -357 Closed
PA
97
Parallel Advisors
California
– -$3K -184 Closed
PAM
98
Panagora Asset Management
Massachusetts
– -$1K -59 Closed
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