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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.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $151M → $160M (+$9.61M)

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

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
28
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
Bramshill Investments
Florida
+$9.32M
2
Ameriprise
Ameriprise
Minnesota
+$5M
3
UBS Group
UBS Group
Switzerland
+$2.54M
4
Morgan Stanley
Morgan Stanley
New York
+$865K
5
JWA
JFS Wealth Advisors
Pennsylvania
+$435K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$4.61M
2
SIA
Sit Investment Associates
Minnesota
-$2.29M
3
TA
TCG Advisors
Texas
-$2.07M
4
AWA
Alaska Wealth Advisors
Alaska
-$1.02M
5
6M
6 Meridian
Kansas
-$910K
Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bramshill Investments
Florida
$40.2M +$9.32M +756,513 +30%
GC
2
Guggenheim Capital
Illinois
$20.5M -$137K -11,143 -0.7%
RCM
3
Rivernorth Capital Management
Florida
$12.1M -$604K -49,010 -5%
UBS Group
4
UBS Group
Switzerland
$10.8M +$2.54M +206,356 +31%
SIA
5
Sit Investment Associates
Minnesota
$10.6M -$2.29M -185,981 -18%
Ameriprise
6
Ameriprise
Minnesota
$7.35M +$5M +405,803 +207%
Stifel Financial
7
Stifel Financial
Missouri
$4.79M +$22K +1,784 +0.5%
AWA
8
Alaska Wealth Advisors
Alaska
$4.28M -$1.02M -83,000 -19%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$4.19M -$138K -11,196 -3%
VanEck Associates
10
VanEck Associates
New York
$3.86M +$208K +16,911 +6%
RJA
11
Raymond James & Associates
Florida
$3.44M -$412K -33,400 -11%
Wells Fargo
12
Wells Fargo
California
$2.96M +$85.5K +6,934 +3%
JWA
13
JFS Wealth Advisors
Pennsylvania
$2.89M +$435K +35,283 +18%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.64M +$69.6K +5,645 +3%
Bank of America
15
Bank of America
North Carolina
$2.55M -$288K -23,381 -10%
Morgan Stanley
16
Morgan Stanley
New York
$2.4M +$865K +70,169 +56%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.85M +$116K +9,427 +7%
AAM
18
Advisors Asset Management
Colorado
$1.54M +$225K +18,269 +17%
SFWA
19
Summit Financial Wealth Advisors
Louisiana
$1.43M +$30.8K +2,500 +2%
FAIM
20
Financial Advocates Investment Management
Washington
$1.18M -$59K -4,784 -5%
N
21
Nuveen
North Carolina
$1.18M – – –
PPA
22
Parametric Portfolio Associates
Washington
$1.1M -$26.2K -2,123 -2%
FC
23
FCA Corp
Texas
$1.09M -$41.1K -3,333 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.01M +$12.4K +1,008 +1%
CWA
25
Capital Wealth Alliance
Arizona
$943K +$311K +25,238 +49%
1
2 3 4

VMO Hedge Fund Activity: Q3 2020 in Review

88 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2020, worth a combined $160M — up 6.4% 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 6.4% 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.