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Invesco Municipal Opportunity Trust
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Overview Fund Activity

118 hedge funds and large institutions have $232M invested in Invesco Municipal Opportunity Trust in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
37
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$24.3M
2
RCM
2
Robinson Capital Management
Michigan
$12.2M
3
KAS
3
Kestra Advisory Services
Texas
$2.04M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.02M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.49M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$15.3M
2
KIM
2
Karpus Investment Management
New York
$11.8M
3
SCM
3
Saba Capital Management
New York
$63.9M
4
AA
4
AQR Arbitrage
Connecticut
$1.55M
5
AIA
5
Angeles Investment Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$143K 13,961 +12,383 +785%
CL
77
Choreo LLC
Illinois
$143K 13,826 – –
ASN
78
Advisory Services Network
Georgia
$141K 14,000 – –
EMAM
79
Encompass More Asset Management
California
$133K 12,937 +12,937 New
STA
80
Summit Trail Advisors
New York
$127K 12,413 +12,413 New
BCP
81
Berkeley Capital Partners
Georgia
$127K 12,387 – –
WFA
82
WMG Financial Advisors
Tennessee
$123K 11,988 +238 +2%
CWM
83
Collaborative Wealth Management
Florida
$113K 11,000 – –
SPC
84
Sigma Planning Corp
Michigan
$111K 10,809 -809 -7%
NMC
85
Nine Masts Capital
Hong Kong
$110K 10,725 -31,073 -74%
GCP
86
Gill Capital Partners
Colorado
$105K 10,189 -265 -3%
MNBTD
87
Moody National Bank Trust Division
Texas
$104K 10,119 – –
Northern Trust
88
Northern Trust
Illinois
$103K 10,050 +10,050 New
HI
89
Harbour Investments
Wisconsin
$102K 9,946 +1,000 +11%
TCM
90
Tradewinds Capital Management
Washington
$102K 9,891 +9,891 New
CWM
91
Compass Wealth Management
Connecticut
$70.2K 6,831 – –
GJWM
92
Gilliland Jeter Wealth Management
Arkansas
$69.4K 6,757 +101 +2%
CFB
93
Cullen/Frost Bankers
Texas
$53.1K 5,167 – –
AA
94
Ancora Advisors
Ohio
$44.1K 4,298 – –
CT
95
Colonial Trust
South Carolina
$33.2K 3,237 – –
UB
96
UMB Bank
Missouri
$23.9K 2,329 – –
WAM
97
Wolverine Asset Management
Illinois
$21.5K 2,090 +2,090 New
FFO
98
Fortitude Family Office
Arizona
$20.5K 2,000 +2,000 New
MWM
99
Mascoma Wealth Management
New Hampshire
$14.5K 1,411 – –
Bessemer Group
100
Bessemer Group
New Jersey
$13K 1,231 +1,231 New
2 3
4
5 6