Invesco Municipal Opportunity Trust
VMO
108 hedge funds and large institutions have $158M invested in Invesco Municipal Opportunity Trust in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 17 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 23
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
6% more capital invested
Capital invested by funds: $149M → $158M (+$8.44M)
3.29% more ownership
Funds ownership: 19.35% → 22.63% (+3.3%)
0% more funds holding
Funds holding: 108 → 108 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$15.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.9M |
| 3 |
Morgan Stanley
New York
|
+$4.12M |
| 4 |
BlackRock
New York
|
+$2.57M |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.83M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.36M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.3M |
| 4 |
H6H
Hightower 6M Holding
Wichita,
Kansas
|
-$1.08M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$847K |
VMO Hedge Fund Activity: Q2 2022 in Review
108 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2022, worth a combined $158M — up 5.7% from $149M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VMO positions and 17 closed out — a net gain of 2 holders — while 31 added to existing stakes and 23 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $15.6M. The largest seller was JFS Wealth Advisors, cutting an estimated $2.83M.
- 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2022, unchanged from Q1 2022.
- Funds reported $158M of Invesco Municipal Opportunity Trust stock for Q2 2022, up 5.7% quarter-over-quarter.
- 19 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2022 and 17 closed out, a net change of +2 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q2 2022 was Bramshill Investments, an estimated $15.6M added.
- The largest Invesco Municipal Opportunity Trust seller in Q2 2022 was JFS Wealth Advisors, an estimated $2.83M sold.
Based on aggregated 13F filings for Q2 2022.