Invesco Municipal Opportunity Trust
VMO
88 hedge funds and large institutions have $189M invested in Invesco Municipal Opportunity Trust in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 10 closing their positions.
5% more capital invested
Capital invested by funds: $179M → $189M (+$9.8M)
0.44% more ownership
Funds ownership: 20.16% → 20.6% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
4% less funds holding
Funds holding: 92 → 88 (-4)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.25M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$3.77M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.1M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.06M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$989K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.05M |
| 2 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$1.94M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.33M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.15M |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$811K |
VMO Hedge Fund Activity: Q2 2021 in Review
88 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2021, worth a combined $189M — up 5.5% from $179M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of VMO and 8 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 23 added.
The largest buyer was UBS Group, adding an estimated $4.25M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.05M sold.
- 88 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2021, down from 92 in Q1 2021.
- Funds reported $189M of Invesco Municipal Opportunity Trust stock for Q2 2021, up 5.5% quarter-over-quarter.
- 8 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2021 and 10 closed out, a net change of -2 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q2 2021 was UBS Group, an estimated $4.25M added.
- The largest Invesco Municipal Opportunity Trust seller in Q2 2021 was Rivernorth Capital Management, an estimated $2.05M sold.
Based on aggregated 13F filings for Q2 2021.