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Invesco Municipal Opportunity Trust
VMO

108 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

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

23% more funds holding

Funds holding: 88 → 108 (+20)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.88% less ownership

Funds ownership: 20.23% → 19.35% (-0.88%)

21% less capital invested

Capital invested by funds: $188M → $149M (-$38.7M)

Holders
108
Holders Change
+20
Holders Change %
+22.73%
% of All Funds
1.7%
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

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$5.58M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$3.41M
3
PPA
Parametric Portfolio Associates
Washington
+$3.08M
4
RCM
Robinson Capital Management
Michigan
+$1.85M
5
GC
Guggenheim Capital
Illinois
+$1.61M

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$15.3M
2
Ameriprise
Ameriprise
Minnesota
-$7.21M
3
Stifel Financial
Stifel Financial
Missouri
-$3.15M
4
UBS Group
UBS Group
Switzerland
-$2.14M
5
FC
FCA Corp
Texas
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
76
Park Avenue Securities
New York
$120K +$128K +10,500 New
MWM
77
Modera Wealth Management
New Jersey
$120K +$128K +10,512 New
FCA
78
FinTrust Capital Advisors
South Carolina
$115K – – –
PCS
79
Personal CFO Solutions
New Jersey
$115K +$122K +10,000 New
LWP
80
Laurel Wealth Planning
Minnesota
$110K +$116K +9,567 New
T
81
TNF
Montana
$107K +$36 +3 +0%
FAG
82
Fortitude Advisory Group
Washington
$96K – – –
IA
83
IFP Advisors
Florida
$77K +$79.8K +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 +$52.3K +4,298 New
FPB
87
First PREMIER Bank
South Dakota
$45K +$48.2K +3,964 New
EIP
88
Ellis Investment Partners
Pennsylvania
$35K +$1.12K +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 +$389 +32 +1%
UB
93
UMB Bank
Missouri
$22K +$19.6K +1,613 +481%
FF
94
FourThought Financial
Florida
$20K – – –
Bessemer Group
95
Bessemer Group
New Jersey
$17K +$18K +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 +$13.2K +1,083 New
GWM
99
Geneos Wealth Management
Colorado
$9K – – –
FBT
100
First Bank & Trust
South Dakota
$8K – – –
1 2 3
4
5

VMO Hedge Fund Activity: Q1 2022 in Review

108 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2022, worth a combined $149M — down 21% from $188M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VMO positions and 11 closed out — a net gain of 22 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.58M. The largest seller was Bramshill Investments, cutting an estimated $15.3M.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2022, up from 88 in Q4 2021.
  • Funds reported $149M of Invesco Municipal Opportunity Trust stock for Q1 2022, down 21% quarter-over-quarter.
  • 33 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2022 and 11 closed out, a net change of +22 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2022 was Rivernorth Capital Management, an estimated $5.58M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2022 was Bramshill Investments, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2022.