Invesco Municipal Opportunity Trust
VMO
92 hedge funds and large institutions have $179M invested in Invesco Municipal Opportunity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 14 closing their positions.
2% more capital invested
Capital invested by funds: $176M → $179M (+$3.09M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 20.39% → 20.16% (-0.23%)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1% less funds holding
Funds holding: 93 → 92 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.79M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.85M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$933K |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
+$832K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$754K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$10.8M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$2.03M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.46M |
| 4 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$900K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$878K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPCM
101
Kings Point Capital Management
Great Neck,
New York
| – | -$11K | -872 | Closed |
|
|
FWM
102
FSA Wealth Management
Needham,
Massachusetts
| – | -$11K | -850 | Closed |
|
103
Bessemer Group
Woodbridge,
New Jersey
| – | -$10K | -773 | Closed |
|
|
GI
104
Gradient Investments
Arden Hills,
Minnesota
| – | -$7K | -549 | Closed |
|
|
PFO
105
Pathstone Family Office
Englewood,
New Jersey
| – | -$1K | -90 | Closed |
|
VMO Hedge Fund Activity: Q1 2021 in Review
92 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2021, worth a combined $179M — up 1.8% from $176M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of VMO and 13 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 25 added.
The largest buyer was UBS Group, adding an estimated $3.79M. The largest seller was Rivernorth Capital Management, cutting an estimated $10.8M.
- 92 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2021, down from 93 in Q4 2020.
- Funds reported $179M of Invesco Municipal Opportunity Trust stock for Q1 2021, up 1.8% quarter-over-quarter.
- 13 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2021 and 14 closed out, a net change of -1 holder.
- The largest Invesco Municipal Opportunity Trust buyer in Q1 2021 was UBS Group, an estimated $3.79M added.
- The largest Invesco Municipal Opportunity Trust seller in Q1 2021 was Rivernorth Capital Management, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2021.