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Invesco Municipal Opportunity Trust
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Overview Fund Activity

90 hedge funds and large institutions have $179M invested in Invesco Municipal Opportunity Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 14 closing their positions.

Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
24
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$6.23M
2
UBS Group
2
UBS Group
Switzerland
$17.4M
3
Bank of America
3
Bank of America
North Carolina
$4.85M
4
GC
4
Guggenheim Capital
Illinois
$22.2M
5
BI
5
Bramshill Investments
Florida
$49.6M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.05M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$2.56M
3
SIA
3
Sit Investment Associates
Minnesota
$9.66M
4
AWA
4
Alaska Wealth Advisors
Alaska
$3.06M
5
Ameriprise
5
Ameriprise
Minnesota
$7.81M
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bramshill Investments
Florida
$49.6M 3,765,164 +63,668 +2%
GC
2
Guggenheim Capital
Illinois
$22.2M 1,684,532 +71,434 +4%
UBS Group
3
UBS Group
Switzerland
$17.4M 1,320,496 +290,290 +28%
SIA
4
Sit Investment Associates
Minnesota
$9.66M 732,591 -111,361 -13%
Ameriprise
5
Ameriprise
Minnesota
$7.81M 591,120 -67,183 -10%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$6.23M 472,907 +472,907 New
Stifel Financial
7
Stifel Financial
Missouri
$4.98M 377,999 -23,096 -6%
Bank of America
8
Bank of America
North Carolina
$4.85M 368,149 +141,878 +63%
RJA
9
Raymond James & Associates
Florida
$4.77M 361,674 +22,784 +7%
VanEck Associates
10
VanEck Associates
New York
$3.8M 288,623 +10,662 +4%
JWA
11
JFS Wealth Advisors
Pennsylvania
$3.61M 273,728 +35,856 +15%
Wells Fargo
12
Wells Fargo
California
$3.6M 272,757 +4,710 +2%
AWA
13
Alaska Wealth Advisors
Alaska
$3.06M 232,101 -68,871 -23%
Morgan Stanley
14
Morgan Stanley
New York
$2.99M 226,980 +29 +0%
AAM
15
Advisors Asset Management
Colorado
$2.64M 200,190 +57,739 +41%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$2.56M 194,461 -155,382 -44%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.39M 181,498 -26,472 -13%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.11M 160,369 +4,071 +3%
RCM
19
Rivernorth Capital Management
Florida
$2.05M 155,553 -829,233 -84%
HIP
20
HUB Investment Partners
Texas
$1.68M 127,658 -46,117 -27%
RJT
21
Raymond James Trust
Florida
$1.5M 113,835 +38,000 +50%
SFWA
22
Summit Financial Wealth Advisors
Louisiana
$1.34M 104,175 -850 -0.8%
FC
23
FCA Corp
Texas
$1.22M 92,771 +3,392 +4%
FAIM
24
Financial Advocates Investment Management
Washington
$1.12M 84,906 -6,457 -7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.08M 81,500 -15,919 -16%
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