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Invesco Municipal Opportunity Trust
VMO

108 hedge funds and large institutions have $195M invested in Invesco Municipal Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2.58% less ownership

Funds ownership: 33.07% → 30.49% (-2.6%)

7% less funds holding

Funds holding: 116 → 108 (-8)

10% less capital invested

Capital invested by funds: $217M → $195M (-$21.5M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
41
Reduced
19
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$2.23M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.2M
3
Raymond James Financial
Raymond James Financial
Florida
+$1.74M
4
UBS Group
UBS Group
Switzerland
+$1.69M
5
LPL Financial
LPL Financial
California
+$784K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$21.2M
2
WA
Whitebox Advisors
Minnesota
-$2.47M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.31M
4
SIA
Sit Investment Associates
Minnesota
-$1.28M
5
VanEck Associates
VanEck Associates
New York
-$930K
Name Holding Trade Value Shares
Change 		Change in
Stake
EMAM
76
Encompass More Asset Management
California
$123K – – –
STA
77
Summit Trail Advisors
New York
$121K +$3.98K +410 +3%
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$118K – – –
BCP
79
Berkeley Capital Partners
Georgia
$118K – – –
MNBTD
80
Moody National Bank Trust Division
Texas
$108K – – –
CWM
81
Collaborative Wealth Management
Florida
$104K – – –
ACA
82
Ackerman Capital Advisors
Texas
$96.9K +$99.2K +10,211 New
GCP
83
Gill Capital Partners
Colorado
$96.7K – – –
Northern Trust
84
Northern Trust
Illinois
$96.6K +$622 +64 +0.6%
CAM
85
Concorde Asset Management
Michigan
$94.8K +$100K +10,299 New
TCM
86
Tradewinds Capital Management
Washington
$93.9K – – –
HI
87
Harbour Investments
Wisconsin
$73.5K – – –
CWM
88
Compass Wealth Management
Connecticut
$64.8K – – –
CFB
89
Cullen/Frost Bankers
Texas
$49K – – –
AA
90
Ancora Advisors
Ohio
$39.5K -$1.31K -135 -3%
US Bancorp
91
US Bancorp
Minnesota
$25.6K +$21.1K +2,174 +413%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$20.6K – – –
FFO
93
Fortitude Family Office
Arizona
$19K – – –
EC
94
Elequin Capital
New York
$18.3K +$18.8K +1,932 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$17K +$58 +6 +0.3%
MWM
96
Mascoma Wealth Management
New Hampshire
$13.4K – – –
MCM
97
MAI Capital Management
Ohio
$12.7K – – –
Jones Financial Companies
98
Jones Financial Companies
Missouri
$11.8K +$12.1K +1,247 New
GWM
99
Geneos Wealth Management
Colorado
$11.2K +$8.6K +885 +300%
TFGT
100
TS Financial Group (TSFG)
Illinois
$11K – – –
2 3
4
5 6

VMO Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2025, worth a combined $195M — down 9.9% from $217M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VMO and 10 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 41 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.23M. The largest seller was Saba Capital Management, exiting entirely with an estimated $21.2M sold.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $195M of Invesco Municipal Opportunity Trust stock for Q1 2025, down 9.9% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2025 and 17 closed out, a net change of -7 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2025 was Guggenheim Capital, an estimated $2.23M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2025 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2025.