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Invesco Municipal Opportunity Trust

115 hedge funds and large institutions have $241M invested in Invesco Municipal Opportunity Trust in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
35
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
76
Kercheville Advisors
Texas
$127K
BCP
77
Berkeley Capital Partners
Georgia
$121K
WFA
78
WMG Financial Advisors
Tennessee
$117K +$117K +12,000 New
GVAG
79
Great Valley Advisor Group
Delaware
$117K +$1.31K +135 +1%
SPC
80
Sigma Planning Corp
Michigan
$113K +$113K +11,637 New
KAS
81
Kestra Advisory Services
Texas
$108K +$108K +11,115 New
CWM
82
Collaborative Wealth Management
Florida
$107K
MWM
83
Modera Wealth Management
New Jersey
$103K
GCP
84
Gill Capital Partners
Colorado
$97K -$4.92K -530 -5%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$89.5K +$2.59K +266 +3%
HI
86
Harbour Investments
Wisconsin
$87K +$126 +13 +0.1%
JWA
87
JFS Wealth Advisors
Pennsylvania
$80.4K +$1.2K +123 +2%
CWM
88
Compass Wealth Management
Connecticut
$66.5K
GJWM
89
Gilliland Jeter Wealth Management
Arkansas
$64K +$64K +6,580 New
CFB
90
Cullen/Frost Bankers
Texas
$50.3K
FMP
91
Financial Management Professionals
Texas
$42K +$42K +4,333 New
AA
92
Ancora Advisors
Ohio
$41.8K
UB
93
UMB Bank
Missouri
$34.5K -$11.5K -1,177 -25%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$30.1K +$30.1K +3,093 New
CTC
95
Central Trust Company
Missouri
$28.6K +$28.6K +2,938 New
WAM
96
Wolverine Asset Management
Illinois
$19.5K -$104K -10,670 -84%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$17.9K -$40.2K -4,128 -69%
MWM
98
Mascoma Wealth Management
New Hampshire
$13.7K
OP
99
ORG Partners
Indiana
$11K +$11K +1,151 New
TFGT
100
TS Financial Group (TSFG)
Illinois
$11K