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Invesco Municipal Opportunity Trust

108 hedge funds and large institutions have $195M invested in Invesco Municipal Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.58% less ownership

Funds ownership: 33.07%30.49% (-2.6%)

7% less funds holding

Funds holding: 116108 (-8)

10% less capital invested

Capital invested by funds: $217M → $195M (-$21.5M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
41
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$40.6M -$6.75K -695 -0%
RCM
2
Robinson Capital Management
Michigan
$16.4M +$292K +30,000 +2%
UBS Group
3
UBS Group
Switzerland
$12M +$1.69M +173,668 +16%
SIA
4
Sit Investment Associates
Minnesota
$11.8M -$1.28M -131,574 -10%
KIM
5
Karpus Investment Management
New York
$11.3M -$114K -11,700 -1%
GC
6
Guggenheim Capital
Illinois
$11.2M +$2.23M +229,809 +24%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$10.3M -$2.31M -237,622 -18%
Raymond James Financial
8
Raymond James Financial
Florida
$9.12M +$1.74M +179,489 +23%
Morgan Stanley
9
Morgan Stanley
New York
$5.24M +$755K +77,654 +16%
Pathstone Holdings
10
Pathstone Holdings
New Jersey
$5.13M -$276K -28,386 -5%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$5.07M -$322K -33,182 -6%
LPL Financial
12
LPL Financial
California
$5.06M +$784K +80,657 +18%
VanEck Associates
13
VanEck Associates
New York
$3.91M -$930K -95,665 -19%
Ameriprise
14
Ameriprise
Minnesota
$3.21M +$374K +38,508 +13%
KAS
15
Kestra Advisory Services
Texas
$2.93M +$612K +63,028 +26%
Wells Fargo
16
Wells Fargo
California
$2.74M +$777K +79,961 +38%
RC
17
Rareview Capital
Nevada
$2.67M -$67.7K -6,968 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.48M +$2.2M +226,643 +658%
Stifel Financial
19
Stifel Financial
Missouri
$2.25M +$341K +35,064 +17%
AAM
20
Advisors Asset Management
Colorado
$2.04M +$606K +62,365 +41%
MSL
21
Mackay Shields LLC
New York
$1.97M +$23K +2,367 +1%
WAM
22
Wakefield Asset Management
Colorado
$1.78M +$12.7K +1,309 +0.7%
JWA
23
JFS Wealth Advisors
Pennsylvania
$1.38M +$1.64K +169 +0.1%
Goldman Sachs
24
Goldman Sachs
New York
$1.28M
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.23M +$121K +12,459 +11%

VMO Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2025, worth a combined $195M — down 9.9% from $217M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VMO and 10 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 41 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.23M. The largest seller was Saba Capital Management, exiting entirely with an estimated $21.2M sold.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $195M of Invesco Municipal Opportunity Trust stock for Q1 2025, down 9.9% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2025 and 17 closed out, a net change of -7 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2025 was Guggenheim Capital, an estimated $2.23M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2025 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2025.