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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $229M invested in Invesco Municipal Opportunity Trust in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
38
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$7.24M
2
KIM
2
Karpus Investment Management
New York
$20M
3
RCM
3
Robinson Capital Management
Michigan
$7.07M
4
BI
4
Bramshill Investments
Florida
$53.5M
5
LSC
5
Logan Stone Capital
Illinois
$7.58M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$10.3M
2
SIA
2
Sit Investment Associates
Minnesota
$11.4M
3
JWA
3
JFS Wealth Advisors
Pennsylvania
$78.2K
4
RJT
4
Raymond James Trust
Florida
$298K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$567K
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bramshill Investments
Florida
$53.5M 5,568,706 +465,195 +9%
KIM
2
Karpus Investment Management
New York
$20M 2,078,577 +604,881 +41%
RCM
3
Rivernorth Capital Management
Florida
$19.5M 2,031,063 -33,447 -2%
SIA
4
Sit Investment Associates
Minnesota
$11.4M 1,183,770 -265,296 -18%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$10.4M 1,085,302 +325,043 +43%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$10.3M 1,066,784 +101,893 +11%
UBS Group
7
UBS Group
Switzerland
$10.3M 1,066,686 -522,987 -33%
GC
8
Guggenheim Capital
Illinois
$8.86M 921,526 +79,880 +9%
LSC
9
Logan Stone Capital
Illinois
$7.58M 788,635 +396,527 +101%
SCM
10
Saba Capital Management
New York
$7.24M 753,292 +635,241 +538%
RCM
11
Robinson Capital Management
Michigan
$7.07M 737,934 +486,108 +193%
Morgan Stanley
12
Morgan Stanley
New York
$5.92M 616,490 +218,947 +55%
AA
13
AQR Arbitrage
Connecticut
$4.94M 513,531 +59,554 +13%
VanEck Associates
14
VanEck Associates
New York
$4.89M 508,977 +60,219 +13%
RJA
15
Raymond James & Associates
Florida
$3.16M 329,118 -16,156 -5%
LPL Financial
16
LPL Financial
California
$3.06M 318,041 +132,042 +71%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.7M 280,647 -28,524 -9%
Wells Fargo
18
Wells Fargo
California
$2.22M 231,018 +11,623 +5%
WCMNY
19
Westchester Capital Management (New York)
New York
$2.17M 226,076 +93,437 +70%
CAN
20
Cetera Advisor Networks
California
$1.82M 189,741 +50,678 +36%
WAM
21
Wakefield Asset Management
Colorado
$1.73M 180,182 -210 -0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.65M 171,393 -34,373 -17%
LCM
23
Landscape Capital Management
New Jersey
$1.61M 167,808 +111,945 +200%
RC
24
Rareview Capital
Nevada
$1.45M 150,758 +150,758 New
HIP
25
HUB Investment Partners
Texas
$1.29M 134,509 -3,817 -3%
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