Invesco Municipal Opportunity Trust
VMO
114 hedge funds and large institutions have $250M invested in Invesco Municipal Opportunity Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 14 closing their positions.
4% more capital invested
Capital invested by funds: $241M → $250M (+$9.03M)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
0.22% less ownership
Funds ownership: 36.78% → 36.57% (-0.22%)
1% less funds holding
Funds holding: 115 → 114 (-1)
19% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 36
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$4.62M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.22M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$2.38M |
| 4 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
+$2.29M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.82M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$3.66M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$2.64M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$2.42M |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
126
Spire Wealth Management
Mclean,
Virginia
| – | -$10.7K | -1,100 | Closed |
|
127
Bessemer Group
Woodbridge,
New Jersey
| – | -$9K | -932 | Closed |
|
128
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$4.7K | -483 | Closed |
|
129
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$857 | -89 | -99% |
|
VMO Hedge Fund Activity: Q2 2024 in Review
114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2024, worth a combined $250M — up 3.7% from $241M a quarter earlier.
Fund positioning in VMO was balanced in Q2 2024: 14 funds opened new positions, 14 closed out, 29 added to existing stakes and 36 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $4.62M. The largest seller was Karpus Investment Management, cutting an estimated $3.82M.
- 114 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2024, down from 115 in Q1 2024.
- Funds reported $250M of Invesco Municipal Opportunity Trust stock for Q2 2024, up 3.7% quarter-over-quarter.
- 14 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2024 and 14 closed out, a net change of 0 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q2 2024 was Saba Capital Management, an estimated $4.62M added.
- The largest Invesco Municipal Opportunity Trust seller in Q2 2024 was Karpus Investment Management, an estimated $3.82M sold.
Based on aggregated 13F filings for Q2 2024.