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Invesco Municipal Opportunity Trust
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Overview Fund Activity

114 hedge funds and large institutions have $250M invested in Invesco Municipal Opportunity Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
29
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$67.6M
2
SIA
2
Sit Investment Associates
Minnesota
$31.4M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$15.2M
4
WA
4
Whitebox Advisors
Minnesota
$2.39M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.2M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$17.2M
2
GC
2
Guggenheim Capital
Illinois
$5.51M
3
LSC
3
Logan Stone Capital
Illinois
$2.75M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$5.74M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
76
Advisory Services Network
Georgia
$141K 14,000 – –
CL
77
Choreo LLC
Illinois
$139K 13,826 +13,826 New
NA
78
NewEdge Advisors
Louisiana
$136K 13,519 +13,519 New
PCM
79
Permanent Capital Management
Illinois
$134K 14,549 +14,549 New
KA
80
Kercheville Advisors
Texas
$132K 13,067 – –
BCP
81
Berkeley Capital Partners
Georgia
$125K 12,387 – –
WFA
82
WMG Financial Advisors
Tennessee
$118K 11,750 -250 -2%
SPC
83
Sigma Planning Corp
Michigan
$117K 11,618 -19 -0.2%
KAS
84
Kestra Advisory Services
Texas
$113K 11,242 +127 +1%
CWM
85
Collaborative Wealth Management
Florida
$111K 11,000 – –
GCP
86
Gill Capital Partners
Colorado
$105K 10,454 – –
MNBTD
87
Moody National Bank Trust Division
Texas
$102K 10,119 -5,216 -34%
HI
88
Harbour Investments
Wisconsin
$90.2K 8,946 – –
JWA
89
JFS Wealth Advisors
Pennsylvania
$84.5K 8,380 +118 +1%
CWM
90
Compass Wealth Management
Connecticut
$68.9K 6,831 – –
GJWM
91
Gilliland Jeter Wealth Management
Arkansas
$67.1K 6,656 +76 +1%
CFB
92
Cullen/Frost Bankers
Texas
$52.1K 5,167 – –
IAIM
93
International Assets Investment Management
Florida
$45.3K 4,489 +4,489 New
AA
94
Ancora Advisors
Ohio
$43.3K 4,298 – –
CT
95
Colonial Trust
South Carolina
$32.6K 3,237 +3,237 New
UB
96
UMB Bank
Missouri
$23.5K 2,329 -1,216 -34%
AWM
97
Avior Wealth Management
Nebraska
$23.3K 2,316 +2,316 New
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$15.9K 1,578 -259 -14%
MWM
99
Mascoma Wealth Management
New Hampshire
$14.2K 1,411 – –
OP
100
ORG Partners
Indiana
$11.6K 1,151 – –
2 3
4
5 6