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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $241M invested in Invesco Municipal Opportunity Trust in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
35
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$60.6M
2
SIA
2
Sit Investment Associates
Minnesota
$27M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.16M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$12.3M
5
NMC
5
Nine Masts Capital
Hong Kong
$1.13M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.06M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$7.98M
4
LSC
4
Logan Stone Capital
Illinois
$5.33M
5
RCM
5
Rivernorth Capital Management
Florida
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
Spire Wealth Management
Virginia
$10.7K – – –
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$10.4K +$10.4K +1,088 New
Bessemer Group
103
Bessemer Group
New Jersey
$9K -$2.52K -261 -22%
BCMLT
104
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.65K +$175 +18 +3%
VWM
105
Venturi Wealth Management
Texas
$6.29K – – –
GRP
106
Global Retirement Partners
California
$5.6K – – –
CMBA
107
C.M. Bidwell & Associates
Hawaii
$5.33K +$5.33K +548 New
US Bancorp
108
US Bancorp
Minnesota
$5.12K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$4.7K +$4.7K +483 New
PWMG
110
Prestige Wealth Management Group
New Jersey
$4.33K – – –
GEA
111
Glen Eagle Advisors
New Jersey
$3.4K +$3.4K +349 New
GWM
112
Geneos Wealth Management
Colorado
$2.87K – – –
SWA
113
SOA Wealth Advisors
New York
$2.47K – – –
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K +$22 +2 +2%
TRCT
115
Tower Research Capital (TRC)
New York
$49 -$88 -9 -64%
HNB
116
Huntington National Bank
Ohio
$10 -$10 – –
BI
117
Bramshill Investments
Florida
– -$53.5M -5,568,706 Closed
AGM
118
Alpine Global Management
New York
– -$684K -71,200 Closed
GM
119
GeoWealth Management
Illinois
– -$503K -52,349 Closed
GWMR
120
GC Wealth Management RIA
Massachusetts
– -$503K -52,349 Closed
CAM
121
Crestone Asset Management
Colorado
– -$296K -30,852 Closed
VF
122
Virtu Financial
New York
– -$212K -22,058 Closed
FWM
123
Fairhaven Wealth Management
Illinois
– -$127K -13,206 Closed
BF
124
BOK Financial
Oklahoma
– -$125K -13,000 Closed
NA
125
NewEdge Advisors
Louisiana
– -$123K -12,833 Closed
2 3 4
5
6