Invesco Municipal Opportunity Trust
VMO
106 hedge funds and large institutions have $140M invested in Invesco Municipal Opportunity Trust in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 11 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 24
0.28% more ownership
Funds ownership: 22.63% → 22.91% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 108 → 106 (-2)
11% less capital invested
Capital invested by funds: $157M → $140M (-$16.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.45M |
| 2 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
+$2.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.04M |
| 4 |
H6H
Hightower 6M Holding
Wichita,
Kansas
|
+$861K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$2.24M |
| 2 |
Morgan Stanley
New York
|
-$1.36M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.25M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.18M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$686K |
VMO Hedge Fund Activity: Q3 2022 in Review
106 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2022, worth a combined $140M — down 11% from $157M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of VMO and 10 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 33 added.
The largest buyer was Sit Investment Associates, adding an estimated $3.45M. The largest seller was Bramshill Investments, cutting an estimated $2.24M.
- 106 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2022, down from 108 in Q2 2022.
- Funds reported $140M of Invesco Municipal Opportunity Trust stock for Q3 2022, down 11% quarter-over-quarter.
- 10 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2022 and 11 closed out, a net change of -1 holder.
- The largest Invesco Municipal Opportunity Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $3.45M added.
- The largest Invesco Municipal Opportunity Trust seller in Q3 2022 was Bramshill Investments, an estimated $2.24M sold.
Based on aggregated 13F filings for Q3 2022.