Invesco Municipal Opportunity Trust
VMO
92 hedge funds and large institutions have $186M invested in Invesco Municipal Opportunity Trust in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
5% more funds holding
Funds holding: 88 → 92 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.44% less ownership
Funds ownership: 20.6% → 20.16% (-0.44%)
1% less capital invested
Capital invested by funds: $189M → $186M (-$2.82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.19M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$883K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$800K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$731K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$5.09M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$1.77M |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
-$1.55M |
| 4 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$662K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$380K |
VMO Hedge Fund Activity: Q3 2021 in Review
92 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2021, worth a combined $186M — down 1.5% from $189M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new VMO positions and 9 closed out — a net gain of 6 holders — while 24 added to existing stakes and 18 trimmed.
The largest buyer was Financial Advocates Investment Management, opening a new position worth an estimated $1.19M. The largest seller was Hennion & Walsh Asset Management, exiting entirely with an estimated $5.09M sold.
- 92 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2021, up from 88 in Q2 2021.
- Funds reported $186M of Invesco Municipal Opportunity Trust stock for Q3 2021, down 1.5% quarter-over-quarter.
- 15 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2021 and 9 closed out, a net change of +6 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q3 2021 was Financial Advocates Investment Management, an estimated $1.19M added.
- The largest Invesco Municipal Opportunity Trust seller in Q3 2021 was Hennion & Walsh Asset Management, an estimated $5.09M sold.
Based on aggregated 13F filings for Q3 2021.