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Invesco Municipal Opportunity Trust

107 hedge funds and large institutions have $195M invested in Invesco Municipal Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $216M → $195M (-$21.4M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.18M
2 +$2.15M
3 +$1.7M
4
UBS Group
UBS Group
Switzerland
+$1.65M
5
LPL Financial
LPL Financial
California
+$765K

Top Sellers

1 -$21.2M
2 -$2.47M
3 -$2.26M
4
SIA
Sit Investment Associates
Minnesota
-$1.25M
5
VanEck Associates
VanEck Associates
New York
-$908K
Name Holding Trade Value Shares
Change
Change in
Stake
STA
76
Summit Trail Advisors
New York
$121K
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$118K
BCP
78
Berkeley Capital Partners
Georgia
$118K
MNBTD
79
Moody National Bank Trust Division
Texas
$108K
CWM
80
Collaborative Wealth Management
Florida
$104K
ACA
81
Ackerman Capital Advisors
Texas
$96.9K
GCP
82
Gill Capital Partners
Colorado
$96.7K
Northern Trust
83
Northern Trust
Illinois
$96.6K
CAM
84
Concorde Asset Management
Michigan
$94.8K
TCM
85
Tradewinds Capital Management
Washington
$93.9K
HI
86
Harbour Investments
Wisconsin
$73.5K
CWM
87
Compass Wealth Management
Connecticut
$64.8K
CFB
88
Cullen/Frost Bankers
Texas
$49K
AA
89
Ancora Advisors
Ohio
$39.5K
US Bancorp
90
US Bancorp
Minnesota
$25.6K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$20.6K
FFO
92
Fortitude Family Office
Arizona
$19K
EC
93
Elequin Capital
New York
$18.3K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$17K
MWM
95
Mascoma Wealth Management
New Hampshire
$13.4K
MCM
96
MAI Capital Management
Ohio
$12.7K
Jones Financial Companies
97
Jones Financial Companies
Missouri
$11.8K
GWM
98
Geneos Wealth Management
Colorado
$11.2K
TFGT
99
TS Financial Group (TSFG)
Illinois
$11K
OWP
100
ORG Wealth Partners
Texas
$11K