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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $229M invested in Invesco Municipal Opportunity Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
38
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$7.24M
2
KIM
2
Karpus Investment Management
New York
$20M
3
RCM
3
Robinson Capital Management
Michigan
$7.07M
4
BI
4
Bramshill Investments
Florida
$53.5M
5
LSC
5
Logan Stone Capital
Illinois
$7.58M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
SIA
2
Sit Investment Associates
Minnesota
$11.4M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$78.2K
4
RJT
4
Raymond James Trust
Florida
$298K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
76
Fairhaven Wealth Management
Illinois
$127K – – –
KA
77
Kercheville Advisors
Texas
$126K – – –
BF
78
BOK Financial
Oklahoma
$125K – – –
NA
79
NewEdge Advisors
Louisiana
$123K -$24.3K -2,524 -16%
WAM
80
Wolverine Asset Management
Illinois
$122K -$13.2K -1,378 -10%
BCP
81
Berkeley Capital Partners
Georgia
$119K – – –
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$116K +$721 +75 +0.6%
GVAG
83
Great Valley Advisor Group
Delaware
$114K +$807 +84 +0.7%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$112K -$69.7K -7,250 -38%
CWM
85
Collaborative Wealth Management
Florida
$106K – – –
GCP
86
Gill Capital Partners
Colorado
$106K – – –
MWM
87
Modera Wealth Management
New Jersey
$102K – – –
SRC
88
Shufro Rose & Co
New York
$90.5K – – –
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$85.9K +$85.9K +8,935 +893,500%
HI
90
Harbour Investments
Wisconsin
$85.8K -$48K -4,997 -36%
JWA
91
JFS Wealth Advisors
Pennsylvania
$78.2K -$2.35M -244,153 -97%
CWM
92
Compass Wealth Management
Connecticut
$65.6K -$62.8K -6,537 -49%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$57.3K +$7.91K +823 +16%
CFB
94
Cullen/Frost Bankers
Texas
$49.7K – – –
UB
95
UMB Bank
Missouri
$45.4K +$4.51K +469 +11%
AA
96
Ancora Advisors
Ohio
$41.3K – – –
TC
97
Truvestments Capital
Florida
$25.1K +$25.1K +2,608 New
BWM
98
Baystate Wealth Management
Massachusetts
$19.4K +$19.4K +2,014 New
MWM
99
Mascoma Wealth Management
New Hampshire
$13.6K – – –
TFGT
100
TS Financial Group (TSFG)
Illinois
$11K – – –
2 3
4
5 6