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Invesco Municipal Opportunity Trust
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Overview Fund Activity

107 hedge funds and large institutions have $188M invested in Invesco Municipal Opportunity Trust in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
107
Holders Change
+4
Holders Change %
+3.88%
% 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
13
Increased
41
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$46M
2
RCM
2
Rivernorth Capital Management
Florida
$16.6M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$4.6M
4
UBS Group
4
UBS Group
Switzerland
$15.8M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$8.91M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$8.15M
2
AAM
2
Advisors Asset Management
Colorado
$0
3
GAMC
3
Garner Asset Management Corp
Texas
$1.14M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.08M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$9
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$122K +$6.16K +652 +5%
MNBTD
77
Moody National Bank Trust Division
Texas
$119K +$119K +12,560 New
SPC
78
Sigma Planning Corp
Michigan
$117K -$4.37K -462 -4%
GVAG
79
Great Valley Advisor Group
Delaware
$111K -$18.9K -2,000 -15%
CWM
80
Collaborative Wealth Management
Florida
$104K – – –
SRC
81
Shufro Rose & Co
New York
$104K – – –
GCP
82
Gill Capital Partners
Colorado
$104K – – –
MWM
83
Modera Wealth Management
New Jersey
$101K +$1.15K +121 +1%
CFB
84
Cullen/Frost Bankers
Texas
$48.9K +$48.9K +5,167 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$48.6K – – –
CSPIA
86
Cary Street Partners Investment Advisory
Virginia
$40.8K +$37.8K +4,000 +1,258%
AA
87
Ancora Advisors
Ohio
$40.7K – – –
UB
88
UMB Bank
Missouri
$40.2K – – –
FPB
89
First PREMIER Bank
South Dakota
$37K – – –
AF
90
Allworth Financial
California
$24.6K +$274 +29 +1%
MWM
91
Mascoma Wealth Management
New Hampshire
$13.1K – – –
TFGT
92
TS Financial Group (TSFG)
Illinois
$11K – – –
SWM
93
Spire Wealth Management
Virginia
$10.4K – – –
WB
94
Webster Bank
Connecticut
$7.55K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$7K +$69 +7 +1%
BCMLT
96
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.24K +$76 +8 +1%
VWM
97
Venturi Wealth Management
Texas
$6.11K – – –
GRP
98
Global Retirement Partners
California
$5.45K – – –
US Bancorp
99
US Bancorp
Minnesota
$4.98K – – –
PWMG
100
Prestige Wealth Management Group
New Jersey
$4.21K – – –
1 2 3
4
5