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Invesco Municipal Opportunity Trust
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Overview Fund Activity

107 hedge funds and large institutions have $149M invested in Invesco Municipal Opportunity Trust in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+20
Holders Change %
+22.99%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
29
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$5.25M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.21M
3
PPA
Parametric Portfolio Associates
Washington
+$2.9M
4
RCM
Robinson Capital Management
Michigan
+$1.74M
5
GC
Guggenheim Capital
Illinois
+$1.51M

Top Sellers

1
BI
Bramshill Investments
Florida
-$14.4M
2
Ameriprise
Ameriprise
Minnesota
-$6.63M
3
Stifel Financial
Stifel Financial
Missouri
-$2.97M
4
UBS Group
UBS Group
Switzerland
-$2.02M
5
FC
FCA Corp
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
76
Park Avenue Securities
New York
$120K +$120K +10,500 New
MWM
77
Modera Wealth Management
New Jersey
$120K +$120K +10,512 New
FCA
78
FinTrust Capital Advisors
South Carolina
$115K – – –
PCS
79
Personal CFO Solutions
New Jersey
$115K +$115K +10,000 New
LWP
80
Laurel Wealth Planning
Minnesota
$110K +$110K +9,567 New
T
81
TNF
Montana
$107K +$31 +3 +0%
FAG
82
Fortitude Advisory Group
Washington
$96K – – –
IA
83
IFP Advisors
Florida
$77K +$77K +6,562 New
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$66K – – –
APA
85
American Portfolios Advisors
New York
$57.3K – – –
AA
86
Ancora Advisors
Ohio
$49K +$49K +4,298 New
FPB
87
First PREMIER Bank
South Dakota
$45K +$45K +3,964 New
EIP
88
Ellis Investment Partners
Pennsylvania
$35K +$1.05K +92 +3%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$34K – – –
US Bancorp
90
US Bancorp
Minnesota
$30K – – –
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$28.5K – – –
AF
92
Allworth Financial
California
$28K +$367 +32 +1%
UB
93
UMB Bank
Missouri
$22K +$18.2K +1,613 +481%
FF
94
FourThought Financial
Florida
$20K – – –
Bessemer Group
95
Bessemer Group
New Jersey
$17K +$17K +1,483 New
SWM
96
Spire Wealth Management
Virginia
$14K – – –
TFGT
97
TS Financial Group (TSFG)
Illinois
$13K – – –
PFS
98
Prospera Financial Services
Texas
$12K +$12K +1,083 New
GWM
99
Geneos Wealth Management
Colorado
$9K – – –
FBT
100
First Bank & Trust
South Dakota
$8K – – –
1 2 3
4
5