We are live on ! Find out more
VMO icon

Invesco Municipal Opportunity Trust

111 hedge funds and large institutions have $185M invested in Invesco Municipal Opportunity Trust in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

10% more funds holding

Funds holding: 101111 (+10)

1% more capital invested

Capital invested by funds: $182M → $185M (+$2.22M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.46% less ownership

Funds ownership: 30.1%28.63% (-1.5%)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
36
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$10.4K
WA
102
WPG Advisers
Maryland
$9.23K +$4.76K +494 +105%
FFA
103
Farther Finance Advisors
California
$8.48K
GWM
104
Geneos Wealth Management
Colorado
$8.47K
PWMG
105
Prestige Wealth Management Group
New Jersey
$4.26K
HWP
106
Highline Wealth Partners
California
$3.83K
SWA
107
SOA Wealth Advisors
New York
$2.43K
HNB
108
Huntington National Bank
Ohio
$1.42K
Comerica Bank
109
Comerica Bank
Texas
$1.27K +$578 +60 +82%
AssetMark Inc
110
AssetMark Inc
California
$986 +$954 +99 +2,475%
US Bancorp
111
US Bancorp
Minnesota
$268 +$270 +28 New
TRCT
112
Tower Research Capital (TRC)
New York
$134 -$87 -9 -39%
Fiera Capital (Canada)
113
Fiera Capital (Canada)
Quebec, Canada
-$5.06M -523,392 Closed
KIM
114
Karpus Investment Management
New York
-$592K -61,249 Closed
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
-$407K -42,075 Closed
FAM
116
Formidable Asset Management
Ohio
-$199K -21,650 Closed
PCM
117
Permanent Capital Management
Illinois
-$141K -14,549 Closed
STA
118
Summit Trail Advisors
New York
-$136K -14,063 Closed
Cerity Partners
119
Cerity Partners
New York
-$125K -12,964 Closed
BCP
120
Berkeley Capital Partners
Georgia
-$120K -12,387 Closed
MNBTD
121
Moody National Bank Trust Division
Texas
-$110K -11,372 Closed
Northern Trust
122
Northern Trust
Illinois
-$101K -10,450 Closed
SS
123
Sunbelt Securities
Texas
-$22.2K -2,291 Closed
WANY
124
Wealthspire Advisors (New York)
New York
-$6.35K -657 Closed
NFSG
125
Newbridge Financial Services Group
Florida
-$3.45K -357 Closed