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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $216M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-3
Holders Change %
-2.54%
% 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
17
Increased
41
Reduced
20
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$41.6M
2
RCM
2
Robinson Capital Management
Michigan
$16.5M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.45M
4
LPL Financial
4
LPL Financial
California
$4.4M
5
GC
5
Guggenheim Capital
Illinois
$9.19M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$21.2M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$12.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$335K
4
AA
4
AQR Arbitrage
Connecticut
$0
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
76
Choreo LLC
Illinois
$133K – – –
EMAM
77
Encompass More Asset Management
California
$126K – – –
CAG
78
Csenge Advisory Group
Florida
$122K +$122K +12,544 New
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$120K -$21.5K -2,212 -15%
BCP
80
Berkeley Capital Partners
Georgia
$120K – – –
STA
81
Summit Trail Advisors
New York
$120K -$1.03K -106 -0.9%
WFA
82
WMG Financial Advisors
Tennessee
$117K – – –
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$114K +$114K +11,681 New
MNBTD
84
Moody National Bank Trust Division
Texas
$111K +$12.2K +1,256 +12%
CWM
85
Collaborative Wealth Management
Florida
$107K – – –
SPC
86
Sigma Planning Corp
Michigan
$105K +$428 +44 +0.4%
GCP
87
Gill Capital Partners
Colorado
$99K – – –
Northern Trust
88
Northern Trust
Illinois
$98.3K +$593 +61 +0.6%
TCM
89
Tradewinds Capital Management
Washington
$96.1K – – –
AWM
90
Avior Wealth Management
Nebraska
$82.5K +$71.8K +7,386 +668%
HI
91
Harbour Investments
Wisconsin
$75.3K -$21.4K -2,200 -22%
CWM
92
Compass Wealth Management
Connecticut
$66.4K – – –
VWM
93
Venturi Wealth Management
Texas
$61.9K +$55.6K +5,720 +885%
CFB
94
Cullen/Frost Bankers
Texas
$50.2K – – –
AA
95
Ancora Advisors
Ohio
$41.8K – – –
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$21.1K -$115K -11,790 -84%
FFO
97
Fortitude Family Office
Arizona
$19.4K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$18K +$18K +1,830 New
MWM
99
Mascoma Wealth Management
New Hampshire
$13.7K – – –
MCM
100
MAI Capital Management
Ohio
$13K +$13K +1,334 New
2 3
4
5 6