Invesco Municipal Opportunity Trust
VMO
87 hedge funds and large institutions have $188M invested in Invesco Municipal Opportunity Trust in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 10 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 22
1% more capital invested
Capital invested by funds: $186M → $188M (+$1.84M)
0.03% more ownership
Funds ownership: 20.16% → 20.2% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 92 → 87 (-5)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$1.56M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.27M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$868K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$550K |
| 5 |
Morgan Stanley
New York
|
+$534K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.97M |
| 2 |
Goldman Sachs
New York
|
-$804K |
| 3 |
VanEck Associates
New York
|
-$512K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$378K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$292K |
VMO Hedge Fund Activity: Q4 2021 in Review
87 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2021, worth a combined $188M — up 0.99% from $186M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of VMO and 7 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 26 added.
The largest buyer was Bramshill Investments, adding an estimated $1.56M. The largest seller was UBS Group, cutting an estimated $3.97M.
- 87 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2021, down from 92 in Q3 2021.
- Funds reported $188M of Invesco Municipal Opportunity Trust stock for Q4 2021, up 0.99% quarter-over-quarter.
- 7 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2021 and 10 closed out, a net change of -3 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q4 2021 was Bramshill Investments, an estimated $1.56M added.
- The largest Invesco Municipal Opportunity Trust seller in Q4 2021 was UBS Group, an estimated $3.97M sold.
Based on aggregated 13F filings for Q4 2021.