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Invesco Municipal Opportunity Trust
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Overview Fund Activity

115 hedge funds and large institutions have $216M invested in Invesco Municipal Opportunity Trust in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 17 closing their positions.

Holders
115
Holders Change
-3
Holders Change %
-2.54%
% 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
17
Increased
41
Reduced
20
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$41.6M
2
RCM
2
Robinson Capital Management
Michigan
$16.5M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$5.45M
4
LPL Financial
4
LPL Financial
California
$4.4M
5
GC
5
Guggenheim Capital
Illinois
$9.19M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$21.2M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$12.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$335K
4
AA
4
AQR Arbitrage
Connecticut
$0
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$41.6M 4,275,300 +1,907,773 +81%
SCM
2
Saba Capital Management
New York
$21.2M 2,180,578 -4,039,762 -65%
RCM
3
Robinson Capital Management
Michigan
$16.5M 1,697,121 +519,405 +44%
SIA
4
Sit Investment Associates
Minnesota
$13.4M 1,373,565 -118,827 -8%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$12.8M 1,321,665 -182,757 -12%
KIM
6
Karpus Investment Management
New York
$11.7M 1,200,132 +50,506 +4%
UBS Group
7
UBS Group
Switzerland
$10.6M 1,092,008 +45,861 +4%
GC
8
Guggenheim Capital
Illinois
$9.19M 945,263 +307,338 +48%
Raymond James Financial
9
Raymond James Financial
Florida
$7.6M 781,661 +781,661 New
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$5.51M 567,069 +10,210 +2%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$5.45M 560,843 +435,525 +348%
VanEck Associates
12
VanEck Associates
New York
$4.93M 507,362 +21,173 +4%
Morgan Stanley
13
Morgan Stanley
New York
$4.61M 474,255 -14,982 -3%
LPL Financial
14
LPL Financial
California
$4.4M 452,242 +308,518 +215%
RC
15
Rareview Capital
Nevada
$2.96M 288,132 +127,963 +80%
Ameriprise
16
Ameriprise
Minnesota
$2.64M 299,320 +184,317 +160%
WA
17
Whitebox Advisors
Minnesota
$2.47M 254,394 – –
KAS
18
Kestra Advisory Services
Texas
$2.39M 245,579 +46,893 +24%
Wells Fargo
19
Wells Fargo
California
$2.03M 208,405 -10,461 -5%
MSL
20
Mackay Shields LLC
New York
$2M 205,338 – –
Stifel Financial
21
Stifel Financial
Missouri
$1.96M 201,656 +84,593 +72%
WAM
22
Wakefield Asset Management
Colorado
$1.81M 186,575 +615 +0.3%
AAM
23
Advisors Asset Management
Colorado
$1.49M 153,017 +153,017 New
Invesco
24
Invesco
Georgia
$1.47M 151,366 -11,265 -7%
JWA
25
JFS Wealth Advisors
Pennsylvania
$1.41M 145,070 +162 +0.1%
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