Invesco Municipal Opportunity Trust
VMO
104 hedge funds and large institutions have $185M invested in Invesco Municipal Opportunity Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 29 reducing their positions, and 12 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 29
1% more capital invested
Capital invested by funds: $183M → $185M (+$2.2M)
0.77% more ownership
Funds ownership: 27.41% → 28.18% (+0.77%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 108 → 104 (-4)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$6.43M |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$2.91M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$2.27M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.03M |
| 5 |
LPL Financial
San Diego,
California
|
+$851K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$7.63M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$763K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$576K |
| 4 |
Morgan Stanley
New York
|
-$522K |
| 5 |
Goldman Sachs
New York
|
-$513K |
VMO Hedge Fund Activity: Q1 2023 in Review
104 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2023, worth a combined $185M — up 1.2% from $183M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of VMO and 9 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 32 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $6.43M. The largest seller was Guggenheim Capital, cutting an estimated $7.63M.
- 104 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2023, down from 108 in Q4 2022.
- Funds reported $185M of Invesco Municipal Opportunity Trust stock for Q1 2023, up 1.2% quarter-over-quarter.
- 9 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2023 and 12 closed out, a net change of -3 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q1 2023 was Rivernorth Capital Management, an estimated $6.43M added.
- The largest Invesco Municipal Opportunity Trust seller in Q1 2023 was Guggenheim Capital, an estimated $7.63M sold.
Based on aggregated 13F filings for Q1 2023.