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Invesco Municipal Opportunity Trust
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Overview Fund Activity

91 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 8 closing their positions.

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
24
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$1.26M
2
Invesco
2
Invesco
Georgia
$877K
3
AAM
3
Advisors Asset Management
Colorado
$4.2M
4
UBS Group
4
UBS Group
Switzerland
$23.1M
5
GC
5
Guggenheim Capital
Illinois
$24.6M

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$579K
3
BI
3
Bramshill Investments
Florida
$53.8M
4
AWA
4
Alaska Wealth Advisors
Alaska
$555K
5
Bank of America
5
Bank of America
North Carolina
$5.78M
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bramshill Investments
Florida
$53.8M 3,931,295 -112,753 -3%
GC
2
Guggenheim Capital
Illinois
$24.6M 1,800,489 +37,629 +2%
UBS Group
3
UBS Group
Switzerland
$23.1M 1,688,110 +53,042 +3%
SIA
4
Sit Investment Associates
Minnesota
$10M 732,591 – –
Ameriprise
5
Ameriprise
Minnesota
$8.14M 594,282 +7,517 +1%
Bank of America
6
Bank of America
North Carolina
$5.78M 422,222 -27,582 -6%
Stifel Financial
7
Stifel Financial
Missouri
$5.09M 372,095 -2,579 -0.7%
RJA
8
Raymond James & Associates
Florida
$4.74M 346,263 -835 -0.2%
VanEck Associates
9
VanEck Associates
New York
$4.3M 314,296 -1,589 -0.5%
AAM
10
Advisors Asset Management
Colorado
$4.2M 306,657 +58,072 +23%
JWA
11
JFS Wealth Advisors
Pennsylvania
$3.79M 276,956 +1,420 +0.5%
Morgan Stanley
12
Morgan Stanley
New York
$3.41M 249,252 +2,774 +1%
Wells Fargo
13
Wells Fargo
California
$3.39M 247,495 -1,793 -0.7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.15M 157,048 +2,644 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.95M 142,555 +4,198 +3%
HIP
16
HUB Investment Partners
Texas
$1.75M 127,654 +3,020 +2%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$1.66M 121,325 – –
RJT
18
Raymond James Trust
Florida
$1.63M 119,359 +4,524 +4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.61M 117,262 +1,556 +1%
FAIM
20
Financial Advocates Investment Management
Washington
$1.26M 86,302 +86,302 New
FC
21
FCA Corp
Texas
$1.26M 91,689 -610 -0.7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.04M 76,109 +3,967 +5%
CAN
23
Cetera Advisor Networks
California
$1.04M 75,699 +4,225 +6%
LPL Financial
24
LPL Financial
California
$922K 67,324 +13,415 +25%
Invesco
25
Invesco
Georgia
$877K 64,097 +64,097 New
1
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