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Invesco Municipal Opportunity Trust

73 hedge funds and large institutions have $74.8M invested in Invesco Municipal Opportunity Trust in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 7273 (+1)

1.12% more ownership

Funds ownership: 7.75%8.87% (+1.1%)

2% more capital invested

Capital invested by funds: $73.7M → $74.8M (+$1.11M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$8.77M +$2.94M +226,068 +49%
LCM
2
Laurion Capital Management
New York
$7.67M +$7.65M +587,651 +4,137%
UBS Group
3
UBS Group
Switzerland
$6.65M +$801K +61,515 +13%
SIA
4
Sit Investment Associates
Minnesota
$6.58M +$1.39M +106,832 +26%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$6.18M +$2.43M +187,087 +63%
Invesco
6
Invesco
Georgia
$4.83M -$1.62M -124,417 -25%
LPL Financial
7
LPL Financial
California
$4.38M -$417K -32,075 -9%
Wells Fargo
8
Wells Fargo
California
$3.22M -$2.81M -215,978 -46%
Morgan Stanley
9
Morgan Stanley
New York
$2.53M -$62.6K -4,811 -2%
JWA
10
JFS Wealth Advisors
Pennsylvania
$1.81M +$31.2K +2,401 +2%
VanEck Associates
11
VanEck Associates
New York
$1.68M -$290K -22,271 -14%
GC
12
Guggenheim Capital
Illinois
$1.61M +$341K +26,178 +26%
SFWA
13
Summit Financial Wealth Advisors
Louisiana
$1.47M -$20.2K -1,550 -1%
RJA
14
Raymond James & Associates
Florida
$1.45M +$371K +28,481 +33%
AAM
15
Advisors Asset Management
Colorado
$1.36M -$75.2K -5,777 -5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.12M -$225K -17,325 -16%
FC
17
FCA Corp
Texas
$1.1M -$2.65K -204 -0.2%
Stifel Financial
18
Stifel Financial
Missouri
$778K -$673K -51,725 -46%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$757K
FFSOTS
20
Fiduciary Financial Services of The Southwest
Texas
$743K +$39.2K +3,010 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$720K +$197K +15,110 +37%
GWM
22
Greenwich Wealth Management
Connecticut
$695K +$134K +10,305 +23%
N
23
Nuveen
North Carolina
$627K
PAG
24
Private Advisor Group
New Jersey
$589K +$60.7K +4,666 +11%
IH
25
IFC Holdings
Florida
$505K +$6.51K +500 +1%