We are live on ! Find out more
VMO icon

Invesco Municipal Opportunity Trust

116 hedge funds and large institutions have $217M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.55% less ownership

Funds ownership: 33.62%33.07% (-0.55%)

2% less funds holding

Funds holding: 118116 (-2)

7% less capital invested

Capital invested by funds: $232M → $217M (-$15.6M)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
20
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$139K -$2.98K -299 -2%
CL
77
Choreo LLC
Illinois
$133K
EMAM
78
Encompass More Asset Management
California
$126K
CAG
79
Csenge Advisory Group
Florida
$122K +$125K +12,544 New
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$120K -$22K -2,212 -15%
BCP
81
Berkeley Capital Partners
Georgia
$120K
STA
82
Summit Trail Advisors
New York
$120K -$1.05K -106 -0.9%
WFA
83
WMG Financial Advisors
Tennessee
$117K
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$114K +$116K +11,681 New
MNBTD
85
Moody National Bank Trust Division
Texas
$111K +$12.5K +1,256 +12%
CWM
86
Collaborative Wealth Management
Florida
$107K
SPC
87
Sigma Planning Corp
Michigan
$105K +$438 +44 +0.4%
GCP
88
Gill Capital Partners
Colorado
$99K
Northern Trust
89
Northern Trust
Illinois
$98.3K +$607 +61 +0.6%
TCM
90
Tradewinds Capital Management
Washington
$96.1K
AWM
91
Avior Wealth Management
Nebraska
$82.5K +$73.5K +7,386 +668%
HI
92
Harbour Investments
Wisconsin
$75.3K -$21.9K -2,200 -22%
CWM
93
Compass Wealth Management
Connecticut
$66.4K
VWM
94
Venturi Wealth Management
Texas
$61.9K +$56.9K +5,720 +885%
CFB
95
Cullen/Frost Bankers
Texas
$50.2K
AA
96
Ancora Advisors
Ohio
$41.8K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$21.1K -$117K -11,790 -84%
FFO
98
Fortitude Family Office
Arizona
$19.4K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$18K +$18.2K +1,830 New
MWM
100
Mascoma Wealth Management
New Hampshire
$13.7K

VMO Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2024, worth a combined $217M — down 6.7% from $232M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VMO positions and 17 closed out — a net gain of 1 holder — while 41 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $19M. The largest seller was Saba Capital Management, cutting an estimated $40.2M.

  • 116 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2024, down from 118 in Q3 2024.
  • Funds reported $217M of Invesco Municipal Opportunity Trust stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 18 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2024 and 17 closed out, a net change of +1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $19M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2024 was Saba Capital Management, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2024.