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Invesco Municipal Opportunity Trust
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Overview Fund Activity

114 hedge funds and large institutions have $250M invested in Invesco Municipal Opportunity Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
29
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$67.6M
2
SIA
2
Sit Investment Associates
Minnesota
$31.4M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$15.2M
4
WA
4
Whitebox Advisors
Minnesota
$2.39M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.2M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$17.2M
2
GC
2
Guggenheim Capital
Illinois
$5.51M
3
LSC
3
Logan Stone Capital
Illinois
$2.75M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$5.74M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$11K – – –
TFGT
102
TS Financial Group (TSFG)
Illinois
$11K – – –
BCMLT
103
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.99K +$101 +10 +1%
VWM
104
Venturi Wealth Management
Texas
$6.51K – – –
GRP
105
Global Retirement Partners
California
$5.81K – – –
CMBA
106
C.M. Bidwell & Associates
Hawaii
$5.52K – – –
US Bancorp
107
US Bancorp
Minnesota
$5.3K – – –
PWMG
108
Prestige Wealth Management Group
New Jersey
$4.48K – – –
GEA
109
Glen Eagle Advisors
New Jersey
$3.52K – – –
GWM
110
Geneos Wealth Management
Colorado
$2.97K – – –
SWA
111
SOA Wealth Advisors
New York
$2.56K – – –
TRCT
112
Tower Research Capital (TRC)
New York
$192 +$141 +14 +280%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$10 -$30.9K -3,092 -100%
HNB
114
Huntington National Bank
Ohio
$10 -$10 – –
LCM
115
Landscape Capital Management
New Jersey
– -$1.66M -170,255 Closed
HighTower Advisors
116
HighTower Advisors
Illinois
– -$396K -41,020 Closed
STA
117
Summit Trail Advisors
New York
– -$184K -18,955 Closed
BRWA
118
B. Riley Wealth Advisors
Florida
– -$153K -18,538 Closed
WFA
119
Wellspring Financial Advisors
Ohio
– -$156K -16,000 Closed
GVAG
120
Great Valley Advisor Group
Delaware
– -$117K -11,979 Closed
MWM
121
Modera Wealth Management
New Jersey
– -$103K -10,633 Closed
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
– -$89.5K -9,202 Closed
FMP
123
Financial Management Professionals
Texas
– -$42K -4,333 Closed
CTC
124
Central Trust Company
Missouri
– -$28.6K -2,938 Closed
WAM
125
Wolverine Asset Management
Illinois
– -$19.5K -2,000 Closed
2 3 4
5
6