Invesco Municipal Opportunity Trust
VMO
88 hedge funds and large institutions have $160M invested in Invesco Municipal Opportunity Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 12 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 24
6% more capital invested
Capital invested by funds: $151M → $160M (+$9.73M)
0.63% more ownership
Funds ownership: 18.83% → 19.47% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 91 → 88 (-3)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$9.32M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.54M |
| 4 |
Morgan Stanley
New York
|
+$865K |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$4.61M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.29M |
| 3 |
TA
TCG Advisors
Austin,
Texas
|
-$2.07M |
| 4 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$1.02M |
| 5 |
6M
6 Meridian
Wichita,
Kansas
|
-$910K |
VMO Hedge Fund Activity: Q3 2020 in Review
88 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2020, worth a combined $160M — up 6.5% from $151M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of VMO and 9 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 28 added.
The largest buyer was Bramshill Investments, adding an estimated $9.32M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $4.61M sold.
- 88 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2020, down from 91 in Q2 2020.
- Funds reported $160M of Invesco Municipal Opportunity Trust stock for Q3 2020, up 6.5% quarter-over-quarter.
- 9 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2020 and 12 closed out, a net change of -3 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q3 2020 was Bramshill Investments, an estimated $9.32M added.
- The largest Invesco Municipal Opportunity Trust seller in Q3 2020 was Robinson Capital Management, an estimated $4.61M sold.
Based on aggregated 13F filings for Q3 2020.