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Invesco Municipal Opportunity Trust
VMO

104 hedge funds and large institutions have $185M invested in Invesco Municipal Opportunity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 29

1% more capital invested

Capital invested by funds: $183M → $185M (+$2.2M)

0.77% more ownership

Funds ownership: 27.41% → 28.18% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 108 → 104 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
32
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$6.43M
2
BI
Bramshill Investments
Florida
+$2.91M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.27M
4
SIA
Sit Investment Associates
Minnesota
+$1.03M
5
LPL Financial
LPL Financial
California
+$851K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$7.63M
2
WAM
Weiss Asset Management
Massachusetts
-$763K
3
UBS Group
UBS Group
Switzerland
-$576K
4
Morgan Stanley
Morgan Stanley
New York
-$522K
5
Goldman Sachs
Goldman Sachs
New York
-$513K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
101
SOA Wealth Advisors
New York
$2.49K – – –
EWM
102
Endurance Wealth Management
Rhode Island
$2K – – –
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.13K +$55.2K +5,689 +5%
HNB
104
Huntington National Bank
Ohio
$10 – – –
Fidelity Investments
105
Fidelity Investments
Massachusetts
$10 +$10 +1 New
WAM
106
Weiss Asset Management
Massachusetts
– -$763K -76,974 Closed
Goldman Sachs
107
Goldman Sachs
New York
– -$513K -51,762 Closed
STA
108
Summit Trail Advisors
New York
– -$264K -26,677 Closed
AP
109
Americana Partners
Texas
– -$186K -18,800 Closed
VF
110
Virtu Financial
New York
– -$155K -15,668 Closed
CFGS
111
Concourse Financial Group Securities
Alabama
– -$146K -15,000 Closed
RPCA
112
Running Point Capital Advisors
California
– -$149K -15,000 Closed
VVP
113
Venture Visionary Partners
Ohio
– -$149K -15,000 Closed
QCIG
114
Quad-Cities Investment Group
Iowa
– -$104K -10,511 Closed
T
115
TNF
Montana
– -$99.9K -10,060 Closed
WAM
116
Worth Asset Management
Texas
– -$97.3K -10,020 Closed
IA
117
IFP Advisors
Florida
– -$2K -180 Closed
1 2 3 4
5

VMO Hedge Fund Activity: Q1 2023 in Review

104 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2023, worth a combined $185M — up 1.2% from $183M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VMO and 9 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 32 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $6.43M. The largest seller was Guggenheim Capital, cutting an estimated $7.63M.

  • 104 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2023, down from 108 in Q4 2022.
  • Funds reported $185M of Invesco Municipal Opportunity Trust stock for Q1 2023, up 1.2% quarter-over-quarter.
  • 9 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2023 and 12 closed out, a net change of -3 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2023 was Rivernorth Capital Management, an estimated $6.43M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2023 was Guggenheim Capital, an estimated $7.63M sold.

Based on aggregated 13F filings for Q1 2023.