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Invesco Municipal Opportunity Trust

107 hedge funds and large institutions have $195M invested in Invesco Municipal Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 17 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

10% less capital invested

Capital invested by funds: $216M → $195M (-$21.4M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

Holders
107
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.18M
2 +$2.15M
3 +$1.7M
4
UBS Group
UBS Group
Switzerland
+$1.65M
5
LPL Financial
LPL Financial
California
+$765K

Top Sellers

1 -$21.2M
2 -$2.47M
3 -$2.26M
4
SIA
Sit Investment Associates
Minnesota
-$1.25M
5
VanEck Associates
VanEck Associates
New York
-$908K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$9.8K
FFA
102
Farther Finance Advisors
California
$8.45K
BCMLT
103
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.91K
PWMG
104
Prestige Wealth Management Group
New Jersey
$4.22K
SWA
105
SOA Wealth Advisors
New York
$2.41K
RCA
106
Runnymede Capital Advisors
Ohio
$1.09K
TRCT
107
Tower Research Capital (TRC)
New York
$76
HNB
108
Huntington National Bank
Ohio
$9
SCM
109
Saba Capital Management
New York
WA
110
Whitebox Advisors
Minnesota
IAA
111
Independent Advisor Alliance
North Carolina
LCM
112
Landscape Capital Management
New Jersey
AC
113
Aristides Capital
Kentucky
Nomura Holdings
114
Nomura Holdings
Japan
CAG
115
Csenge Advisory Group
Florida
WFA
116
WMG Financial Advisors
Tennessee
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
SPC
118
Sigma Planning Corp
Michigan
AWM
119
Avior Wealth Management
Nebraska
VWM
120
Venturi Wealth Management
Texas
PWA
121
Provenance Wealth Advisors
Florida
CBT
122
CoreFirst Bank & Trust
Kansas
CMBA
123
C.M. Bidwell & Associates
Hawaii
FFA
124
Frazier Financial Advisors
Ohio
CTC
125
Central Trust Company
Missouri