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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $216M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-3
Holders Change %
-2.54%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
41
Reduced
20
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$41.6M
2
RCM
2
Robinson Capital Management
Michigan
$16.5M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.45M
4
LPL Financial
4
LPL Financial
California
$4.4M
5
GC
5
Guggenheim Capital
Illinois
$9.19M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$21.2M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$12.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$335K
4
AA
4
AQR Arbitrage
Connecticut
$0
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
101
ORG Wealth Partners
Texas
$11.2K – – –
TFGT
102
TS Financial Group (TSFG)
Illinois
$11K – – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$10.5K – – –
PWA
104
Provenance Wealth Advisors
Florida
$7.53K – – –
BCMLT
105
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.99K +$126 +13 +2%
CBT
106
CoreFirst Bank & Trust
Kansas
$6.8K +$6.8K +700 New
GRP
107
Global Retirement Partners
California
$5.6K – – –
CMBA
108
C.M. Bidwell & Associates
Hawaii
$5.33K – – –
US Bancorp
109
US Bancorp
Minnesota
$5.11K – – –
PWMG
110
Prestige Wealth Management Group
New Jersey
$4.32K – – –
GWM
111
Geneos Wealth Management
Colorado
$2.87K – – –
FFA
112
Frazier Financial Advisors
Ohio
$2.77K +$39 +4 +1%
SWA
113
SOA Wealth Advisors
New York
$2.47K – – –
CTC
114
Central Trust Company
Missouri
$1.29K +$1.29K +133 New
TRCT
115
Tower Research Capital (TRC)
New York
$78 – – –
HNB
116
Huntington National Bank
Ohio
$10 -$10 – –
AA
117
AQR Arbitrage
Connecticut
– -$1.55M -151,286 Closed
LSC
118
Logan Stone Capital
Illinois
– -$1.23M -119,655 Closed
HighTower Advisors
119
HighTower Advisors
Illinois
– -$496K -48,162 Closed
IAIM
120
International Assets Investment Management
Florida
– -$4.53K -46,476 Closed
KWA
121
Kingswood Wealth Advisors
California
– -$330K -32,120 Closed
Walleye Capital
122
Walleye Capital
New York
– -$164K -15,976 Closed
ACA
123
Ackerman Capital Advisors
Texas
– -$161K -15,647 Closed
LA
124
LexAurum Advisors
Kansas
– -$154K -15,000 Closed
ASN
125
Advisory Services Network
Georgia
– -$141K -14,000 Closed
2 3 4
5
6