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Invesco Municipal Opportunity Trust
VMO

106 hedge funds and large institutions have $140M invested in Invesco Municipal Opportunity Trust in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

0.28% more ownership

Funds ownership: 22.63% → 22.91% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

2% less funds holding

Funds holding: 108 → 106 (-2)

11% less capital invested

Capital invested by funds: $157M → $140M (-$16.8M)

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
33
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.45M
2
JWA
JFS Wealth Advisors
Pennsylvania
+$2.5M
3
UBS Group
UBS Group
Switzerland
+$1.04M
4
H6H
Hightower 6M Holding
Kansas
+$861K
5
Osaic Holdings
Osaic Holdings
Arizona
+$373K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$2.24M
2
Morgan Stanley
Morgan Stanley
New York
-$1.36M
3
RCM
Rivernorth Capital Management
Florida
-$1.25M
4
KIM
Karpus Investment Management
New York
-$1.18M
5
Bank of America
Bank of America
North Carolina
-$686K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
76
Wedbush Securities
California
$96K – – –
T
77
TNF
Montana
$94K +$31 +3 +0%
FCA
78
FinTrust Capital Advisors
South Carolina
$91K – – –
IA
79
IFP Advisors
Florida
$77K – – –
AA
80
Ancora Advisors
Ohio
$39K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$36K -$16K -1,563 -28%
FPB
82
First PREMIER Bank
South Dakota
$36K – – –
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$32K -$10.2K -1,000 -22%
EIP
84
Ellis Investment Partners
Pennsylvania
$28K +$430 +42 +1%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$27K – – –
WWMSC
86
Wagner Wealth Management (South Carolina)
South Carolina
$23K – – –
AF
87
Allworth Financial
California
$23K +$348 +34 +1%
UB
88
UMB Bank
Missouri
$18K – – –
FF
89
FourThought Financial
Florida
$16K – – –
BWM
90
BerganKDV Wealth Management
Minnesota
$16K +$18K +1,755 New
US Bancorp
91
US Bancorp
Minnesota
$14K – – –
Bessemer Group
92
Bessemer Group
New Jersey
$14K +$15.7K +1,531 New
MWM
93
Mascoma Wealth Management
New Hampshire
$13K – – –
SWM
94
Spire Wealth Management
Virginia
$12K – – –
TFGT
95
TS Financial Group (TSFG)
Illinois
$10K – – –
BCMLT
96
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K +$92 +9 +1%
PWMG
97
Prestige Wealth Management Group
New Jersey
$4K – – –
RBC
98
Roble Belko & Company
Pennsylvania
$4K – – –
CT
99
Caldwell Trust
Florida
$3.1K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.07K +105 +40%
1 2 3
4
5

VMO Hedge Fund Activity: Q3 2022 in Review

106 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2022, worth a combined $140M — down 11% from $157M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VMO and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 33 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.45M. The largest seller was Bramshill Investments, cutting an estimated $2.24M.

  • 106 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2022, down from 108 in Q2 2022.
  • Funds reported $140M of Invesco Municipal Opportunity Trust stock for Q3 2022, down 11% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2022 and 11 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $3.45M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q3 2022 was Bramshill Investments, an estimated $2.24M sold.

Based on aggregated 13F filings for Q3 2022.