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Invesco Municipal Opportunity Trust
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Overview Fund Activity

89 hedge funds and large institutions have $127M invested in Invesco Municipal Opportunity Trust in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
27
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$13M
2
KIM
Karpus Investment Management
New York
+$9.13M
3
OCM
Oaktree Capital Management
California
+$5.11M
4
Stifel Financial
Stifel Financial
Missouri
+$2.08M
5
Goldman Sachs
Goldman Sachs
New York
+$1.67M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$5.44M
2
MSL
Mackay Shields LLC
New York
-$4.48M
3
PPA
Parametric Portfolio Associates
Washington
-$2.97M
4
VanEck Associates
VanEck Associates
New York
-$757K
5
Bank of America
Bank of America
North Carolina
-$583K
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
1
Bramshill Investments
Florida
$18.5M +$13M +1,133,461 +236%
GC
2
Guggenheim Capital
Illinois
$14.4M +$135K +11,822 +0.9%
SIA
3
Sit Investment Associates
Minnesota
$9.92M +$276K +24,070 +3%
KIM
4
Karpus Investment Management
New York
$9.13M +$9.13M +797,406 New
RCM
5
Rivernorth Capital Management
Florida
$8.54M -$473K -41,342 -5%
UBS Group
6
UBS Group
Switzerland
$7.81M +$1M +87,408 +15%
OCM
7
Oaktree Capital Management
California
$5.11M +$5.11M +446,000 New
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$4.72M +$693K +60,514 +17%
Stifel Financial
9
Stifel Financial
Missouri
$3.9M +$2.08M +182,198 +114%
RJA
10
Raymond James & Associates
Florida
$3.81M +$498K +43,463 +15%
Bank of America
11
Bank of America
North Carolina
$3.5M -$583K -50,898 -14%
Wells Fargo
12
Wells Fargo
California
$3.34M -$479K -41,828 -13%
VanEck Associates
13
VanEck Associates
New York
$3.24M -$757K -66,107 -19%
PPA
14
Parametric Portfolio Associates
Washington
$2.1M -$2.97M -259,706 -59%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.02M +$158K +13,806 +8%
TA
16
TCG Advisors
Texas
$1.93M -$108K -9,424 -5%
JWA
17
JFS Wealth Advisors
Pennsylvania
$1.86M +$1.24K +108 +0.1%
Goldman Sachs
18
Goldman Sachs
New York
$1.67M +$1.67M +146,029 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.56M +$1.56M +141,224 New
Morgan Stanley
20
Morgan Stanley
New York
$1.28M -$32.9K -2,877 -3%
AAM
21
Advisors Asset Management
Colorado
$1.2M -$262K -22,854 -18%
SFWA
22
Summit Financial Wealth Advisors
Louisiana
$1.18M +$55.4K +5,000 +5%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$1.13M – – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$1.08M +$343K +30,000 +47%
FC
25
FCA Corp
Texas
$1.07M +$42.5K +3,707 +4%
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