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Invesco Municipal Opportunity Trust

116 hedge funds and large institutions have $217M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.55% less ownership

Funds ownership: 33.62%33.07% (-0.55%)

2% less funds holding

Funds holding: 118116 (-2)

7% less capital invested

Capital invested by funds: $232M → $217M (-$15.6M)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% 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
18
Increased
41
Reduced
20
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
MAI Capital Management
Ohio
$13K +$13.3K +1,334 New
OWP
102
ORG Wealth Partners
Texas
$11.2K
TFGT
103
TS Financial Group (TSFG)
Illinois
$11K
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$10.5K
PWA
105
Provenance Wealth Advisors
Florida
$7.53K
BCMLT
106
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.99K +$129 +13 +2%
CBT
107
CoreFirst Bank & Trust
Kansas
$6.8K +$6.96K +700 New
GRP
108
Global Retirement Partners
California
$5.6K
CMBA
109
C.M. Bidwell & Associates
Hawaii
$5.33K
US Bancorp
110
US Bancorp
Minnesota
$5.11K
PWMG
111
Prestige Wealth Management Group
New Jersey
$4.32K
GWM
112
Geneos Wealth Management
Colorado
$2.87K
FFA
113
Frazier Financial Advisors
Ohio
$2.77K +$40 +4 +1%
SWA
114
SOA Wealth Advisors
New York
$2.47K
CTC
115
Central Trust Company
Missouri
$1.29K +$1.32K +133 New
TRCT
116
Tower Research Capital (TRC)
New York
$78
HNB
117
Huntington National Bank
Ohio
$10
AA
118
AQR Arbitrage
Connecticut
-$1.55M -151,286 Closed
LSC
119
Logan Stone Capital
Illinois
-$1.23M -119,655 Closed
HighTower Advisors
120
HighTower Advisors
Illinois
-$496K -48,162 Closed
IAIM
121
International Assets Investment Management
Florida
-$4.53K -46,476 Closed
KWA
122
Kingswood Wealth Advisors
California
-$330K -32,120 Closed
Walleye Capital
123
Walleye Capital
New York
-$164K -15,976 Closed
ACA
124
Ackerman Capital Advisors
Texas
-$161K -15,647 Closed
LA
125
LexAurum Advisors
Kansas
-$154K -15,000 Closed

VMO Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2024, worth a combined $217M — down 6.7% from $232M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VMO positions and 17 closed out — a net gain of 1 holder — while 41 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $19M. The largest seller was Saba Capital Management, cutting an estimated $40.2M.

  • 116 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2024, down from 118 in Q3 2024.
  • Funds reported $217M of Invesco Municipal Opportunity Trust stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 18 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2024 and 17 closed out, a net change of +1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $19M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2024 was Saba Capital Management, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2024.