Invesco Municipal Opportunity Trust
VMO
118 hedge funds and large institutions have $232M invested in Invesco Municipal Opportunity Trust in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
32% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 28
4% more funds holding
Funds holding: 114 → 118 (+4)
2.94% less ownership
Funds ownership: 36.57% → 33.62% (-2.9%)
7% less capital invested
Capital invested by funds: $250M → $232M (-$17.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.98M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$4.54M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.9M |
| 4 |
Morgan Stanley
New York
|
+$1.66M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$16.4M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.64M |
| 3 |
SCM
Saba Capital Management
New York
|
-$4.91M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$2.22M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$2.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Nomura Holdings
Tokyo,
Japan
| – | -$187K | -18,540 | Closed |
|
|
OP
127
ORG Partners
Roanoke,
Indiana
| – | -$11.6K | -1,151 | Closed |
|
VMO Hedge Fund Activity: Q3 2024 in Review
118 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2024, worth a combined $232M — down 7.1% from $250M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VMO positions and 9 closed out — a net gain of 5 holders — while 37 added to existing stakes and 28 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $4.98M. The largest seller was Sit Investment Associates, cutting an estimated $16.4M.
- 118 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2024, up from 114 in Q2 2024.
- Funds reported $232M of Invesco Municipal Opportunity Trust stock for Q3 2024, down 7.1% quarter-over-quarter.
- 14 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2024 and 9 closed out, a net change of +5 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q3 2024 was Rivernorth Capital Management, an estimated $4.98M added.
- The largest Invesco Municipal Opportunity Trust seller in Q3 2024 was Sit Investment Associates, an estimated $16.4M sold.
Based on aggregated 13F filings for Q3 2024.