Invesco Municipal Opportunity Trust
VMO
116 hedge funds and large institutions have $217M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.
105% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 20
6% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 17
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.55% less ownership
Funds ownership: 33.62% → 33.07% (-0.55%)
2% less funds holding
Funds holding: 118 → 116 (-2)
7% less capital invested
Capital invested by funds: $232M → $217M (-$15.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$19M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$5.17M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$4.33M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.07M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$40.2M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.82M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.72M |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.55M |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
126
Advisory Services Network
Atlanta,
Georgia
| – | -$141K | -14,000 | Closed |
|
|
NMC
127
Nine Masts Capital
Central,
Hong Kong
| – | -$110K | -10,725 | Closed |
|
|
GJWM
128
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| – | -$69.4K | -6,757 | Closed |
|
|
CT
129
Colonial Trust
Spartanburg,
South Carolina
| – | -$33.2K | -3,237 | Closed |
|
|
UB
130
UMB Bank
Kansas City,
Missouri
| – | -$23.9K | -2,329 | Closed |
|
|
WAM
131
Wolverine Asset Management
Chicago,
Illinois
| – | -$21.5K | -2,090 | Closed |
|
132
Bessemer Group
Woodbridge,
New Jersey
| – | -$13K | -1,231 | Closed |
|
|
GEA
133
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$3.58K | -349 | Closed |
|
134
Fidelity Investments
Boston,
Massachusetts
| – | -$10 | -1 | Closed |
|
VMO Hedge Fund Activity: Q4 2024 in Review
116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2024, worth a combined $217M — down 6.7% from $232M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new VMO positions and 17 closed out — a net gain of 1 holder — while 41 added to existing stakes and 20 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $19M. The largest seller was Saba Capital Management, cutting an estimated $40.2M.
- 116 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2024, down from 118 in Q3 2024.
- Funds reported $217M of Invesco Municipal Opportunity Trust stock for Q4 2024, down 6.7% quarter-over-quarter.
- 18 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2024 and 17 closed out, a net change of +1 holder.
- The largest Invesco Municipal Opportunity Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $19M added.
- The largest Invesco Municipal Opportunity Trust seller in Q4 2024 was Saba Capital Management, an estimated $40.2M sold.
Based on aggregated 13F filings for Q4 2024.