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Invesco Municipal Opportunity Trust
VMO

108 hedge funds and large institutions have $157M invested in Invesco Municipal Opportunity Trust in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

5% more capital invested

Capital invested by funds: $149M → $157M (+$7.93M)

3.29% more ownership

Funds ownership: 19.35% → 22.63% (+3.3%)

0% more funds holding

Funds holding: 108 → 108 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
31
Reduced
23
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$15.6M
2
UBS Group
UBS Group
Switzerland
+$5.9M
3
Morgan Stanley
Morgan Stanley
New York
+$4.12M
4
BlackRock
BlackRock
New York
+$2.57M
5
RCM
Rivernorth Capital Management
Florida
+$1.91M

Top Sellers

Rank Fund Capital Flow
1
JWA
JFS Wealth Advisors
Pennsylvania
-$2.83M
2
Bank of America
Bank of America
North Carolina
-$1.36M
3
GC
Guggenheim Capital
Illinois
-$1.3M
4
H6H
Hightower 6M Holding
Kansas
-$1.08M
5
AAM
Advisors Asset Management
Colorado
-$847K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
76
Berkeley Capital Partners
Georgia
$107K +$108K +10,387 New
FCA
77
FinTrust Capital Advisors
South Carolina
$104K – – –
Nomura Holdings
78
Nomura Holdings
Japan
$104K +$104K +10,000 New
JWA
79
JFS Wealth Advisors
Pennsylvania
$96K -$2.83M -270,679 -97%
IA
80
IFP Advisors
Florida
$77K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$57K -$99.1K -9,489 -63%
VVP
82
Venture Visionary Partners
Ohio
$51.6K +$52.2K +5,000 New
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$47K -$13.1K -1,251 -22%
AA
84
Ancora Advisors
Ohio
$44K – – –
FPB
85
First PREMIER Bank
South Dakota
$41K – – –
EIP
86
Ellis Investment Partners
Pennsylvania
$31K -$104 -10 -0.3%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$31K – – –
AF
88
Allworth Financial
California
$26K +$355 +34 +1%
WWMSC
89
Wagner Wealth Management (South Carolina)
South Carolina
$26K +$26.5K +2,541 New
SWM
90
SeaCrest Wealth Management
New York
$25K +$25.3K +2,423 New
UB
91
UMB Bank
Missouri
$20K – – –
FF
92
FourThought Financial
Florida
$18K – – –
US Bancorp
93
US Bancorp
Minnesota
$16K -$11K -1,056 -41%
MWM
94
Mascoma Wealth Management
New Hampshire
$15K +$14.7K +1,411 New
SWM
95
Spire Wealth Management
Virginia
$13K – – –
TFGT
96
TS Financial Group (TSFG)
Illinois
$12K – – –
GWM
97
Geneos Wealth Management
Colorado
$8K – – –
BCMLT
98
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K – – –
FBT
99
First Bank & Trust
South Dakota
$7K – – –
PWMG
100
Prestige Wealth Management Group
New Jersey
$5K – – –
1 2 3
4
5

VMO Hedge Fund Activity: Q2 2022 in Review

108 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2022, worth a combined $157M — up 5.3% from $149M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VMO positions and 17 closed out — a net gain of 2 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $15.6M. The largest seller was JFS Wealth Advisors, cutting an estimated $2.83M.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $157M of Invesco Municipal Opportunity Trust stock for Q2 2022, up 5.3% quarter-over-quarter.
  • 19 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2022 and 17 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2022 was Bramshill Investments, an estimated $15.6M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2022 was JFS Wealth Advisors, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2022.