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Invesco Municipal Opportunity Trust

108 hedge funds and large institutions have $195M invested in Invesco Municipal Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.58% less ownership

Funds ownership: 33.07%30.49% (-2.6%)

7% less funds holding

Funds holding: 116108 (-8)

10% less capital invested

Capital invested by funds: $217M → $195M (-$21.5M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
41
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
101
ORG Wealth Partners
Texas
$11K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$9.8K
FFA
103
Farther Finance Advisors
California
$8.45K +$8.61K +886 New
BCMLT
104
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.91K +$87 +9 +1%
PWMG
105
Prestige Wealth Management Group
New Jersey
$4.22K
SWA
106
SOA Wealth Advisors
New York
$2.41K
RCA
107
Runnymede Capital Advisors
Ohio
$1.09K +$1.12K +115 New
TRCT
108
Tower Research Capital (TRC)
New York
$76
HNB
109
Huntington National Bank
Ohio
$9
SCM
110
Saba Capital Management
New York
-$21.2M -2,180,578 Closed
WA
111
Whitebox Advisors
Minnesota
-$2.47M -254,394 Closed
IAA
112
Independent Advisor Alliance
North Carolina
-$640K -65,841 Closed
LCM
113
Landscape Capital Management
New Jersey
-$290K -29,793 Closed
AC
114
Aristides Capital
Kentucky
-$212K -21,780 Closed
Nomura Holdings
115
Nomura Holdings
Japan
-$202K -20,746 Closed
CAG
116
Csenge Advisory Group
Florida
-$122K -12,544 Closed
WFA
117
WMG Financial Advisors
Tennessee
-$117K -11,988 Closed
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
-$114K -11,681 Closed
SPC
119
Sigma Planning Corp
Michigan
-$105K -10,853 Closed
AWM
120
Avior Wealth Management
Nebraska
-$82.5K -8,491 Closed
VWM
121
Venturi Wealth Management
Texas
-$61.9K -6,366 Closed
PWA
122
Provenance Wealth Advisors
Florida
-$7.53K -775 Closed
CBT
123
CoreFirst Bank & Trust
Kansas
-$6.8K -700 Closed
CMBA
124
C.M. Bidwell & Associates
Hawaii
-$5.33K -548 Closed
FFA
125
Frazier Financial Advisors
Ohio
-$2.77K -288 Closed

VMO Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2025, worth a combined $195M — down 9.9% from $217M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VMO and 10 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 41 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.23M. The largest seller was Saba Capital Management, exiting entirely with an estimated $21.2M sold.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $195M of Invesco Municipal Opportunity Trust stock for Q1 2025, down 9.9% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2025 and 17 closed out, a net change of -7 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2025 was Guggenheim Capital, an estimated $2.23M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2025 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2025.