Invesco Municipal Opportunity Trust
VMO- Exchange
- NYSE
- SEC CIK
- 0000884152
No open-market purchases or sales by Invesco Municipal Opportunity Trust insiders were filed in the last 90 days; 110 institutions reported holding it in 13F filings for Q2 2026, worth $169.2M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Invesco Municipal Opportunity Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 110
- +5 vs. Q1 2026
- Shares held
- 17.1M
- −679.3K (−3.8%) vs. Q1 2026
- Total value
- $169.2M
- −$377.7K (−0.2%) vs. Q1 2026
- New holders
- 15
- 42 more added
- Sold out
- 10
- 24 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting VMO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 110 | $169.2M |
| Q1 2026 | 106 | $169.9M |
| Q4 2025 | 112 | $184.7M |
| Q3 2025 | 102 | $182.5M |
| Q2 2025 | 106 | $181.9M |
| Q1 2025 | 109 | $195.2M |
| Q4 2024 | 117 | $216.7M |
| Q3 2024 | 119 | $236.9M |
| Q2 2024 | 115 | $250.5M |
| Q1 2024 | 115 | $245.3M |
| Q4 2023 | 116 | $230.2M |
| Q3 2023 | 111 | $172.1M |
| Q2 2023 | 109 | $188.4M |
| Q1 2023 | 105 | $186.4M |
| Q4 2022 | 109 | $183.0M |
| Q3 2022 | 106 | $140.6M |
| Q2 2022 | 108 | $157.6M |
| Q1 2022 | 107 | $145.7M |
| Q4 2021 | 88 | $189.3M |
| Q3 2021 | 92 | $185.9M |
| Q2 2021 | 89 | $188.7M |
| Q1 2021 | 92 | $179.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,711,573 | $16.9M | 0.00% | +185,915+12.2% | Added |
| Rivernorth Capital Management, LLC | 1,703,324 | $16.8M | 0.80% | −1,028,952−37.7% | Reduced |
| LPL Financial LLC | 1,506,124 | $14.9M | 0.00% | −27,293−1.8% | Reduced |
| Guggenheim Capital LLC | 1,380,117 | $13.6M | 0.09% | −121,208−8.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,277,578 | $12.6M | 0.36% | +604,561+89.8% | Added |
| UBS Group AG | 999,416 | $9.86M | 0.00% | −64,554−6.1% | Reduced |
| Advisors Asset Management, Inc. | 869,326 | $8.58M | 0.13% | +128,923+17.4% | Added |
| Raymond James Financial Inc | 799,317 | $7.89M | 0.00% | +10,423+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 688,204 | $6.79M | 0.01% | +372,925+118.3% | Added |
| Sit Investment Associates Inc | 623,992 | $6.16M | 0.12% | 00.0% | Unchanged |
| Wells Fargo & Company | 613,958 | $6.06M | 0.00% | +9,590+1.6% | Added |
| Kestra Advisory Services, LLC | 552,198 | $5.45M | 0.02% | +28,385+5.4% | Added |
| Van Eck Associates Corp | 451,018 | $4.45M | 0.00% | +6,915+1.6% | Added |
| Garden State Investment Advisory Services LLC | 345,925 | $3.41M | 0.67% | +18,900+5.8% | Added |
| Wakefield Asset Management LLLP | 231,479 | $2.28M | 0.51% | +24,135+11.6% | Added |
| Advisor Group Holdings, Inc. | 190,532 | $1.88M | 0.00% | +109,413+134.9% | Added |
| Royal Bank of Canada | 185,817 | $1.83M | 0.00% | +16,250+9.6% | Added |
| Stifel Financial Corp | 171,832 | $1.70M | 0.00% | +6,078+3.7% | Added |
| Fiera Capital Corp | 160,932 | $1.59M | 0.01% | −6,240−3.7% | Reduced |
| JFS Wealth Advisors, LLC | 146,154 | $1.44M | 0.07% | +185+0.1% | Added |
| Garner Asset Management Corp | 138,563 | $1.37M | 0.44% | +2,642+1.9% | Added |
| GWM Advisors LLC | 137,771 | $1.36M | 0.00% | +10,896+8.6% | Added |
| Planning Alternatives Ltd | 103,000 | $1.02M | 0.11% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 95,961 | $947.1K | 0.14% | −12,683−11.7% | Reduced |
| Commonwealth Equity Services, LLC | 89,607 | $884.4K | 0.00% | −2,300−2.5% | Reduced |
| Worthington Financial Partners, LLC | 86,266 | $851.5K | 0.70% | −52−0.1% | Reduced |
| Robinson Capital Management, LLC | 76,465 | $754.7K | 0.33% | −682,306−89.9% | Reduced |
| Jane Street Group, LLC | 75,976 | $749.9K | 0.00% | +50,142+194.1% | Added |
| Summit Trail Advisors, LLC | 69,850 | $689.4K | 0.01% | −2,955−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 69,010 | $681.1K | 0.00% | +1,000+1.5% | Added |
| Bank of America Corp | 65,322 | $644.7K | 0.00% | +23,048+54.5% | Added |
| The PNC Financial Services Group, Inc. | 62,920 | $621.0K | 0.00% | −40.0% | Reduced |
| Ameriprise Financial Inc | 62,987 | $616.7K | 0.00% | −293,187−82.3% | Reduced |
| Invesco Ltd. | 60,091 | $593.1K | 0.00% | −3,475−5.5% | Reduced |
| Petra Financial Advisors Inc | 58,046 | $572.9K | 0.27% | +131+0.2% | Added |
| Concurrent Investment Advisors, LLC | 53,559 | $528.6K | 0.00% | +15,318+40.1% | Added |
| Goldman Sachs Group Inc | 51,706 | $510.3K | 0.00% | +744+1.5% | Added |
| Burford Brothers, Inc. | 48,690 | $480.6K | 0.18% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 47,174 | $465.6K | 0.00% | +10,453+28.5% | Added |
| Live Oak Private Wealth LLC | 43,000 | $424.4K | 0.05% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 42,828 | $422.7K | 0.23% | +24+0.1% | Added |
| Citadel Advisors LLC | 42,217 | $416.7K | 0.00% | +42,217 | New |
| Janney Montgomery Scott LLC | 40,712 | $402.0K | 0.00% | −2,215−5.2% | Reduced |
| RSM US Wealth Management LLC | 38,160 | $376.6K | 0.00% | +794+2.1% | Added |
| XTX Topco Ltd | 37,859 | $373.7K | 0.00% | +37,859 | New |
| AlphaCore Capital LLC | 35,014 | $345.6K | 0.01% | +662+1.9% | Added |
| Nuveen, LLC | 32,559 | $321.4K | 0.00% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 32,081 | $316.6K | 0.41% | −9,410−22.7% | Reduced |
| TCG Advisory Services, LLC | 29,859 | $294.7K | 0.01% | −1,819−5.7% | Reduced |
| Insight Wealth Strategies, LLC | 28,558 | $282.7K | 0.03% | +542+1.9% | Added |
| APCM Wealth Management for Individuals | 28,550 | $281.8K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28,352 | $279.8K | 0.00% | +358+1.3% | Added |
| Ashton Thomas Private Wealth, LLC | 27,700 | $273.4K | 0.01% | +6,000+27.6% | Added |
| Gridiron Partners, LLC | 27,298 | $269.4K | 0.14% | −51,307−65.3% | Reduced |
| Brown Advisory Inc | 26,761 | $264.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 26,436 | $260.9K | 0.00% | +9,449+55.6% | Added |
| Rothschild Investment LLC | 26,348 | $260.1K | 0.01% | +25,000+1,854.6% | Added |
| Clark Asset Management, LLC | 26,059 | $257.2K | 0.02% | +26,059 | New |
| Baird Financial Group, Inc. | 24,737 | $244.2K | 0.00% | +24,737 | New |
| Wealth Enhancement Advisory Services, LLC | 21,313 | $210.4K | 0.00% | +194+0.9% | Added |
| Shufro Rose & Co LLC | 20,500 | $202.3K | 0.01% | −5,000−19.6% | Reduced |
| Rockefeller Capital Management L.P. | 19,870 | $196.1K | 0.00% | −10,026−33.5% | Reduced |
| Charter Trust Co | 19,795 | $195.4K | 0.01% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 18,567 | $183.3K | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,664 | $174.3K | 0.00% | +64+0.4% | Added |
| Colony Group, LLC | 16,363 | $161.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15,411 | $152.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15,000 | $148.1K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,925 | $147.3K | 0.00% | +14,925 | New |
| Virtu Financial LLC | 14,845 | $147.0K | 0.00% | −1,138−7.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,661 | $144.7K | 0.00% | +4,533+44.8% | Added |
| Cresset Asset Management, LLC | 14,400 | $142.1K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,078 | $138.9K | 0.00% | +14,078 | New |
| Susquehanna International Group, LLP | 13,671 | $134.9K | 0.00% | +13,671 | New |
| Capital Investment Advisors, LLC | 13,500 | $133.2K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 12,885 | $127.2K | 0.04% | +12,885 | New |
| Formidable Asset Management, LLC | 13,250 | $126.0K | 0.02% | +13,250 | New |
| River Street Advisors LLC | 12,547 | $123.8K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,387 | $122.3K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 11,191 | $110.5K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 11,000 | $108.6K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 10,918 | $107.8K | 0.00% | +10,890+38,892.9% | Added |
| Mariner, LLC | 10,419 | $102.8K | 0.00% | +211+2.1% | Added |
| Encompass More Asset Management | 10,410 | $102.7K | 0.02% | −2,220−17.6% | Reduced |
| Gill Capital Partners, LLC | 10,189 | $100.6K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9,891 | $97.6K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,433 | $93.1K | 0.00% | +9,433 | New |
| Northwestern Mutual Wealth Management Co | 7,148 | $70.5K | 0.00% | −213−2.9% | Reduced |
| Penserra Capital Management LLC | 4,470 | $44.0K | 0.00% | +2,980+200.0% | Added |
| Clear Street Group Inc. | 4,325 | $42.7K | 0.00% | +4,325 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,855 | $38.0K | 0.00% | +372+10.7% | Added |
| Chung Wu Investment Group, LLC | 3,000 | $29.6K | 0.02% | +3,000 | New |
| Ancora Advisors, LLC | 2,979 | $29.4K | 0.00% | −309−9.4% | Reduced |
| International Assets Investment Management, LLC | 2,592 | $25.7K | 0.00% | +41+1.6% | Added |
| Vision Retirement, LLC | 2,567 | $25.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,700 | $16.8K | 0.00% | +1,700 | New |
| Highline Wealth Partners LLC | 1,500 | $14.8K | 0.00% | +1,000+200.0% | Added |
| Mascoma Wealth Management LLC | 1,411 | $13.9K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,151 | $11.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |