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Invesco Municipal Opportunity Trust
VMO

115 hedge funds and large institutions have $241M invested in Invesco Municipal Opportunity Trust in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

5% more capital invested

Capital invested by funds: $229M → $241M (+$11.7M)

1.38% more ownership

Funds ownership: 35.4% → 36.78% (+1.4%)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding

Funds holding: 115 → 115 (0)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
16
Increased
35
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$52.6M
2
SIA
Sit Investment Associates
Minnesota
+$15.3M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.01M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.71M
5
NMC
Nine Masts Capital
Hong Kong
+$1.12M

Top Sellers

1
BI
Bramshill Investments
Florida
-$53.5M
2
Morgan Stanley
Morgan Stanley
New York
-$2.9M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.37M
4
LSC
Logan Stone Capital
Illinois
-$2.32M
5
RCM
Rivernorth Capital Management
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1
Saba Capital Management
New York
$60.6M +$52.6M +5,472,556 +726%
SIA
2
Sit Investment Associates
Minnesota
$27M +$15.3M +1,591,873 +134%
KIM
3
Karpus Investment Management
New York
$20.5M +$238K +24,758 +1%
RCM
4
Rivernorth Capital Management
Florida
$18.5M -$1.28M -133,784 -7%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$12.3M +$1.71M +178,550 +16%
UBS Group
6
UBS Group
Switzerland
$10M -$339K -35,259 -3%
GC
7
Guggenheim Capital
Illinois
$9.01M +$42.8K +4,454 +0.5%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$7.98M -$2.37M -246,730 -23%
RCM
9
Robinson Capital Management
Michigan
$7.17M +$290K +30,192 +4%
LSC
10
Logan Stone Capital
Illinois
$5.33M -$2.32M -241,162 -31%
VanEck Associates
11
VanEck Associates
New York
$5.15M +$199K +20,690 +4%
AA
12
AQR Arbitrage
Connecticut
$4.72M -$278K -28,920 -6%
LPL Financial
13
LPL Financial
California
$3.33M +$235K +24,458 +8%
RJA
14
Raymond James & Associates
Florida
$3.33M +$122K +12,673 +4%
Morgan Stanley
15
Morgan Stanley
New York
$3.06M -$2.9M -301,593 -49%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.69M -$41.5K -4,321 -2%
WCMNY
17
Westchester Capital Management (New York)
New York
$2.2M – – –
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.16M +$2.01M +209,801 +1,736%
Wells Fargo
19
Wells Fargo
California
$2.09M -$158K -16,432 -7%
CAN
20
Cetera Advisor Networks
California
$2.05M +$205K +21,356 +11%
WAM
21
Wakefield Asset Management
Colorado
$1.81M +$57.6K +5,998 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.67M +$19 +2 +0%
LCM
23
Landscape Capital Management
New Jersey
$1.66M +$23.5K +2,447 +1%
RC
24
Rareview Capital
Nevada
$1.4M -$65.9K -6,864 -5%
DWM
25
Dakota Wealth Management
Florida
$1.23M -$35.5K -3,698 -3%
1
2 3 4 5

VMO Hedge Fund Activity: Q1 2024 in Review

115 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2024, worth a combined $241M — up 5.1% from $229M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VMO positions and 15 closed out — a net gain of 1 holder — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $52.6M. The largest seller was Bramshill Investments, exiting entirely with an estimated $53.5M sold.

  • 115 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $241M of Invesco Municipal Opportunity Trust stock for Q1 2024, up 5.1% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2024 and 15 closed out, a net change of +1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2024 was Saba Capital Management, an estimated $52.6M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2024 was Bramshill Investments, an estimated $53.5M sold.

Based on aggregated 13F filings for Q1 2024.