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Invesco Municipal Opportunity Trust
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Overview Fund Activity

103 hedge funds and large institutions have $185M invested in Invesco Municipal Opportunity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-4
Holders Change %
-3.74%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
32
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$15.3M
2
BI
2
Bramshill Investments
Florida
$45.7M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.37M
4
SIA
4
Sit Investment Associates
Minnesota
$14M
5
LPL Financial
5
LPL Financial
California
$1.81M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$9.49M
2
WAM
2
Weiss Asset Management
Massachusetts
$0
3
UBS Group
3
UBS Group
Switzerland
$15M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.61M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
76
Shufro Rose & Co
New York
$108K – – –
GCP
77
Gill Capital Partners
Colorado
$108K – – –
MWM
78
Modera Wealth Management
New Jersey
$103K – – –
Nomura Holdings
79
Nomura Holdings
Japan
$98.1K +$98.1K +10,000 New
BAM
80
Belpointe Asset Management
Nevada
$70.6K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$50.4K – – –
AA
82
Ancora Advisors
Ohio
$42.2K – – –
UB
83
UMB Bank
Missouri
$41.7K – – –
FPB
84
First PREMIER Bank
South Dakota
$39K – – –
AF
85
Allworth Financial
California
$25.2K +$294 +30 +1%
MWM
86
Mascoma Wealth Management
New Hampshire
$13.5K – – –
TFGT
87
TS Financial Group (TSFG)
Illinois
$11K – – –
SWM
88
Spire Wealth Management
Virginia
$10.8K -$1.61K -164 -13%
WB
89
Webster Bank
Connecticut
$7.83K +$7.83K +798 New
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$7.11K -$9.34K -952 -57%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$7K +$70 +7 +1%
BCMLT
92
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.4K +$69 +7 +1%
VWM
93
Venturi Wealth Management
Texas
$6.34K +$6.34K +646 New
GRP
94
Global Retirement Partners
California
$5.43K +$5.43K +576 New
US Bancorp
95
US Bancorp
Minnesota
$5.16K – – –
RBC
96
Roble Belko & Company
Pennsylvania
$5K – – –
PWMG
97
Prestige Wealth Management Group
New Jersey
$4.36K – – –
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$3.12K – – –
GWM
99
Geneos Wealth Management
Colorado
$2.89K – – –
SWA
100
SOA Wealth Advisors
New York
$2.49K – – –
1 2 3
4
5