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Invesco Municipal Opportunity Trust

116 hedge funds and large institutions have $217M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.55% less ownership

Funds ownership: 33.62%33.07% (-0.55%)

2% less funds holding

Funds holding: 118116 (-2)

7% less capital invested

Capital invested by funds: $232M → $217M (-$15.6M)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
20
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$41.6M +$19M +1,907,773 +81%
SCM
2
Saba Capital Management
New York
$21.2M -$40.2M -4,039,762 -65%
RCM
3
Robinson Capital Management
Michigan
$16.5M +$5.17M +519,405 +44%
SIA
4
Sit Investment Associates
Minnesota
$13.4M -$1.18M -118,827 -8%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$12.8M -$1.82M -182,757 -12%
KIM
6
Karpus Investment Management
New York
$11.7M +$502K +50,506 +4%
UBS Group
7
UBS Group
Switzerland
$10.6M +$456K +45,861 +4%
GC
8
Guggenheim Capital
Illinois
$9.19M +$3.06M +307,338 +48%
Raymond James Financial
9
Raymond James Financial
Florida
$7.6M +$7.78M +781,661 New
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$5.51M +$102K +10,210 +2%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$5.45M +$4.33M +435,525 +348%
VanEck Associates
12
VanEck Associates
New York
$4.93M +$211K +21,173 +4%
Morgan Stanley
13
Morgan Stanley
New York
$4.61M -$149K -14,982 -3%
LPL Financial
14
LPL Financial
California
$4.4M +$3.07M +308,518 +215%
RC
15
Rareview Capital
Nevada
$2.96M +$1.27M +127,963 +80%
Ameriprise
16
Ameriprise
Minnesota
$2.64M +$1.83M +184,317 +160%
WA
17
Whitebox Advisors
Minnesota
$2.47M
KAS
18
Kestra Advisory Services
Texas
$2.39M +$467K +46,893 +24%
Wells Fargo
19
Wells Fargo
California
$2.03M -$104K -10,461 -5%
MSL
20
Mackay Shields LLC
New York
$2M
Stifel Financial
21
Stifel Financial
Missouri
$1.96M +$842K +84,593 +72%
WAM
22
Wakefield Asset Management
Colorado
$1.81M +$6.12K +615 +0.3%
AAM
23
Advisors Asset Management
Colorado
$1.49M +$1.52M +153,017 New
Invesco
24
Invesco
Georgia
$1.47M -$112K -11,265 -7%
JWA
25
JFS Wealth Advisors
Pennsylvania
$1.41M +$1.61K +162 +0.1%

VMO Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2024, worth a combined $217M — down 6.7% from $232M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VMO positions and 17 closed out — a net gain of 1 holder — while 41 added to existing stakes and 20 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $19M. The largest seller was Saba Capital Management, cutting an estimated $40.2M.

  • 116 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2024, down from 118 in Q3 2024.
  • Funds reported $217M of Invesco Municipal Opportunity Trust stock for Q4 2024, down 6.7% quarter-over-quarter.
  • 18 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2024 and 17 closed out, a net change of +1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2024 was Rivernorth Capital Management, an estimated $19M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2024 was Saba Capital Management, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2024.