Invesco Municipal Opportunity Trust
VMO
108 hedge funds and large institutions have $188M invested in Invesco Municipal Opportunity Trust in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 9 closing their positions.
116% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 19
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
4% more funds holding
Funds holding: 104 → 108 (+4)
1.33% more ownership
Funds ownership: 28.18% → 29.51% (+1.3%)
2% more capital invested
Capital invested by funds: $185M → $188M (+$3.14M)
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
|
+$1.96M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.84M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$1.36M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.3M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$957K |
| 3 |
GAMC
Garner Asset Management Corp
Plano,
Texas
|
-$450K |
| 4 |
Morgan Stanley
New York
|
-$336K |
| 5 |
JP Morgan Chase
New York
|
-$323K |
VMO Hedge Fund Activity: Q2 2023 in Review
108 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2023, worth a combined $188M — up 1.7% from $185M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new VMO positions and 9 closed out — a net gain of 4 holders — while 41 added to existing stakes and 19 trimmed.
The largest buyer was Bramshill Investments, adding an estimated $1.96M. The largest seller was Guggenheim Capital, cutting an estimated $1M.
- 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2023, up from 104 in Q1 2023.
- Funds reported $188M of Invesco Municipal Opportunity Trust stock for Q2 2023, up 1.7% quarter-over-quarter.
- 13 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2023 and 9 closed out, a net change of +4 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q2 2023 was Bramshill Investments, an estimated $1.96M added.
- The largest Invesco Municipal Opportunity Trust seller in Q2 2023 was Guggenheim Capital, an estimated $1M sold.
Based on aggregated 13F filings for Q2 2023.