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Invesco Municipal Opportunity Trust
VMO

54 hedge funds and large institutions have $35.3M invested in Invesco Municipal Opportunity Trust in 2013 Q2 according to their latest regulatory filings, with 54 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

4.16% more ownership

Funds ownership: 0% → 4.16% (+4.2%)

Holders
54
Holders Change
+54
Holders Change %
–
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.82M +$7.26M +524,407 New
Morgan Stanley
2
Morgan Stanley
New York
$5.63M +$6M +433,451 New
SIA
3
Sit Investment Associates
Minnesota
$5.12M +$5.45M +393,833 New
LPL Financial
4
LPL Financial
California
$4.71M +$5.01M +361,889 New
AAM
5
Advisors Asset Management
Colorado
$1.86M +$1.99M +143,457 New
Bank of America
6
Bank of America
North Carolina
$1.11M +$1.18M +85,325 New
FFSOTS
7
Fiduciary Financial Services of The Southwest
Texas
$981K +$1.05M +75,463 New
N
8
Nuveen
North Carolina
$764K +$813K +58,731 New
Goldman Sachs
9
Goldman Sachs
New York
$667K +$711K +51,303 New
Wells Fargo
10
Wells Fargo
California
$667K +$711K +51,311 New
HK
11
Horizon Kinetics
New York
$490K +$522K +37,662 New
U
12
UBS
Switzerland
$476K +$507K +36,634 New
VanEck Associates
13
VanEck Associates
New York
$473K +$504K +36,398 New
AllianceBernstein
14
AllianceBernstein
Tennessee
$467K +$497K +35,896 New
IH
15
IFC Holdings
Florida
$448K +$476K +34,371 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$370K +$394K +28,450 New
RJA
17
Raymond James & Associates
Florida
$345K +$368K +26,539 New
RFC
18
Regions Financial Corp
Alabama
$310K +$330K +23,862 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$287K +$305K +22,053 New
EFS
20
Essex Financial Services
Connecticut
$284K +$302K +21,827 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$256K +$272K +19,654 New
PA
22
Planning Alternatives
Michigan
$235K +$250K +18,050 New
ICAS
23
Investors Capital Advisory Services
Massachusetts
$219K +$233K +16,850 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$193K +$205K +14,827 New
PP
25
Paloma Partners
Connecticut
$173K +$184K +13,300 New
1
2 3

VMO Hedge Fund Activity: Q2 2013 in Review

54 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2013, worth a combined $35.3M.

Buyers outnumbered sellers: 54 funds opened new VMO positions and 0 closed out — a net gain of 54 holders — while 0 added to existing stakes and 0 trimmed.

  • 54 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $35.3M of Invesco Municipal Opportunity Trust stock for Q2 2013.
  • 54 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2013 and 0 closed out, a net change of +54 holders.

Based on aggregated 13F filings for Q2 2013.