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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $229M invested in Invesco Municipal Opportunity Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
38
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$7.24M
2
KIM
2
Karpus Investment Management
New York
$20M
3
RCM
3
Robinson Capital Management
Michigan
$7.07M
4
BI
4
Bramshill Investments
Florida
$53.5M
5
LSC
5
Logan Stone Capital
Illinois
$7.58M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
SIA
2
Sit Investment Associates
Minnesota
$11.4M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$78.2K
4
RJT
4
Raymond James Trust
Florida
$298K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
101
Bessemer Group
New Jersey
$11K +$11K +1,193 New
SWM
102
Spire Wealth Management
Virginia
$10.2K – – –
Comerica Bank
103
Comerica Bank
Texas
$8.76K +$202 +21 +2%
WB
104
Webster Bank
Connecticut
$7.67K – – –
VWM
105
Venturi Wealth Management
Texas
$6.21K – – –
BCMLT
106
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.47K +$41 +5 +0.8%
GRP
107
Global Retirement Partners
California
$5.44K – – –
EC
108
Elequin Capital
New York
$5.21K +$5.21K +542 New
US Bancorp
109
US Bancorp
Minnesota
$5.06K – – –
CT
110
Cambridge Trust
Massachusetts
$4.81K +$4.81K +500 New
PWMG
111
Prestige Wealth Management Group
New Jersey
$4.27K – – –
GWM
112
Geneos Wealth Management
Colorado
$2.84K -$1.92K -200 -40%
SWA
113
SOA Wealth Advisors
New York
$2.44K – – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
TRCT
115
Tower Research Capital (TRC)
New York
$135 +$106 +11 +367%
HNB
116
Huntington National Bank
Ohio
$10 -$8 – –
MFG
117
Merit Financial Group
Georgia
– -$238K -28,971 Closed
Walleye Capital
118
Walleye Capital
New York
– -$203K -24,710 Closed
Creative Planning
119
Creative Planning
Kansas
– -$184K -22,386 Closed
ACA
120
Ackerman Capital Advisors
Texas
– -$160K -19,424 Closed
FAIM
121
Financial Advocates Investment Management
Washington
– -$159K -19,300 Closed
BRWA
122
B. Riley Wealth Advisors
Florida
– -$153K -18,538 Closed
Northern Trust
123
Northern Trust
Illinois
– -$143K -17,427 Closed
SFP
124
Sandbox Financial Partners
Maryland
– -$103K -12,569 Closed
SPC
125
Sigma Planning Corp
Michigan
– -$96.1K -11,681 Closed
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5
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