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 $165.8M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Invesco Municipal Opportunity Trust as of Jun 30, 2021. 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
- 89
- −1 vs. Q1 2021
- Shares held
- 13.9M
- +320.4K (+2.4%) vs. Q1 2021
- Total value
- $188.7M
- +$10.1M (+5.7%) vs. Q1 2021
- New holders
- 8
- 23 more added
- Sold out
- 9
- 23 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $165.8M |
| Q1 2026 | 106 | $169.9M |
| Q4 2025 | 112 | $184.7M |
| Q3 2025 | 102 | $182.5M |
| Q2 2025 | 106 | $181.5M |
| Q1 2025 | 109 | $195.2M |
| Q4 2024 | 117 | $216.7M |
| Q3 2024 | 119 | $232.3M |
| Q2 2024 | 115 | $248.1M |
| Q1 2024 | 115 | $239.1M |
| Q4 2023 | 116 | $226.5M |
| 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 | $157.5M |
| Q1 2022 | 107 | $145.7M |
| Q4 2021 | 88 | $187.7M |
| Q3 2021 | 92 | $185.9M |
| Q2 2021 | 89 | $188.7M |
| Q1 2021 | 92 | $178.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,044,048 | $55.0M | 4.21% | +278,884+7.4% | Added |
| Guggenheim Capital LLC | 1,762,860 | $24.0M | 0.14% | +78,328+4.6% | Added |
| UBS Group AG | 1,635,068 | $22.2M | 0.01% | +314,572+23.8% | Added |
| Sit Investment Associates Inc | 732,591 | $9.96M | 0.25% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 586,765 | $7.98M | 0.00% | −4,355−0.7% | Reduced |
| Bank of America Corp | 449,804 | $6.12M | 0.00% | +81,655+22.2% | Added |
| Stifel Financial Corp | 374,674 | $5.10M | 0.01% | −3,325−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 374,529 | $5.09M | 0.27% | −98,378−20.8% | Reduced |
| Raymond James & Associates | 347,098 | $4.72M | 0.00% | −14,576−4.0% | Reduced |
| Van Eck Associates Corp | 315,885 | $4.30M | 0.01% | +27,262+9.4% | Added |
| JFS Wealth Advisors, LLC | 275,536 | $3.75M | 0.56% | +1,808+0.7% | Added |
| Wells Fargo & Company | 249,288 | $3.39M | 0.00% | −23,469−8.6% | Reduced |
| Advisors Asset Management, Inc. | 248,585 | $3.38M | 0.05% | +48,395+24.2% | Added |
| Morgan Stanley | 246,478 | $3.35M | 0.00% | +19,498+8.6% | Added |
| Fiera Capital Corp | 170,790 | $2.32M | 0.01% | −23,671−12.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 154,404 | $2.10M | 0.00% | −27,094−14.9% | Reduced |
| Advisor Group Holdings, Inc. | 138,357 | $1.88M | 0.00% | −22,012−13.7% | Reduced |
| TCG Advisory Services, LLC | 124,634 | $1.70M | 0.46% | −3,024−2.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 121,325 | $1.65M | 0.37% | +17,150+16.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 115,706 | $1.57M | 0.01% | +73,156+171.9% | Added |
| Raymond James Trust N.A. | 114,835 | $1.56M | 0.05% | +1,000+0.9% | Added |
| Fca Corp | 92,299 | $1.25M | 0.36% | −472−0.5% | Reduced |
| APCM Wealth Management for Individuals | 88,550 | $1.20M | 0.23% | −143,551−61.8% | Reduced |
| Royal Bank of Canada | 72,142 | $981.0K | 0.00% | −9,358−11.5% | Reduced |
| Cetera Advisor Networks LLC | 71,474 | $972.0K | 0.01% | +71,474 | New |
| Garner Asset Management Corp | 62,583 | $851.0K | 0.41% | +250.0% | Added |
| The PNC Financial Services Group, Inc. | 61,822 | $841.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 59,037 | $803.0K | 0.00% | +1,014+1.7% | Added |
| Goldman Sachs Group Inc | 58,746 | $799.0K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 56,674 | $762.0K | 0.49% | +2,261+4.2% | Added |
| LPL Financial LLC | 53,909 | $733.0K | 0.00% | −3,566−6.2% | Reduced |
| Quad-Cities Investment Group, LLC | 48,498 | $660.0K | 0.45% | −1,817−3.6% | Reduced |
| City of London Investment Management Co Ltd | 36,366 | $495.0K | 0.03% | −8,634−19.2% | Reduced |
| B. Riley Wealth Management, Inc. | 34,448 | $468.0K | 0.05% | −900−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,085 | $464.0K | 0.01% | −2,789−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,344 | $413.0K | 0.00% | +3,553+13.3% | Added |
| Commonwealth Equity Services, LLC | 28,767 | $391.0K | 0.00% | −121−0.4% | Reduced |
| PFG Advisors | 22,046 | $300.0K | 0.03% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 21,998 | $299.0K | 0.07% | +21,998 | New |
| Wedbush Securities Inc | 21,323 | $290.0K | 0.01% | −6,707−23.9% | Reduced |
| Stordahl Capital Management, Inc. | 20,708 | $282.0K | 0.11% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,623 | $280.0K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20,170 | $274.0K | 0.08% | +20,170 | New |
| Mid Atlantic Financial Management Inc | 19,470 | $265.0K | 0.02% | +6,770+53.3% | Added |
| Charter Trust Co | 18,420 | $251.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18,240 | $248.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,022 | $218.0K | 0.00% | +5,842+57.4% | Added |
| Ramiah Investment Group | 15,998 | $217.6K | 0.16% | +274+1.7% | Added |
| Capital Investment Advisors, LLC | 15,349 | $209.0K | 0.01% | −1,100−6.7% | Reduced |
| Sigma Planning Corp | 13,897 | $189.0K | 0.01% | +68+0.5% | Added |
| Baird Financial Group, Inc. | 13,165 | $179.0K | 0.00% | +13,165 | New |
| Hilltop Holdings Inc. | 13,106 | $178.0K | 0.02% | −285−2.1% | Reduced |
| Kercheville Advisors, LLC | 13,067 | $178.0K | 0.08% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 11,775 | $160.0K | 0.08% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 11,179 | $152.0K | 0.03% | 00.0% | Unchanged |
| Advisor Resource Council | 11,022 | $150.0K | 0.02% | +11,022 | New |
| Shufro Rose & Co LLC | 10,000 | $136.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,000 | $136.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,085 | $110.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,803 | $79.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,000 | $68.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,700 | $64.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,633 | $63.0K | 0.00% | +1,286+38.4% | Added |
| MV Capital Management, Inc. | 4,520 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 4,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,010 | $40.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,906 | $39.0K | 0.01% | +34+1.2% | Added |
| Pacitti Group Inc. | – | $36.0K | 0.02% | – | – |
| US Bancorp | 2,600 | $36.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,541 | $35.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 2,364 | $32.0K | 0.00% | +164+7.5% | Added |
| Allworth Financial LP | 2,353 | $32.0K | 0.00% | +2,353 | New |
| FourThought Financial, LLC | 2,265 | $30.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,025 | $28.0K | 0.01% | +2,025 | New |
| JPMorgan Chase & Co | 1,107 | $15.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $15.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 841 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 724 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 535 | $7.00K | 0.00% | −59,931−99.1% | Reduced |
| Prestige Wealth Management Group LLC | 445 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 357 | $5.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 340 | $4.62K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 263 | $4.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 233 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 254 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 184 | $3.00K | 0.00% | +184 | New |
| Northern Trust Corp | 14,014 | $2.00K | 0.00% | +50.0% | Added |
| Panagora Asset Management Inc | 59 | $1.00K | 0.00% | −78−56.9% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −155,553−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −84,906−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −17,697−100.0% | Sold out |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −11,052−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,753−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −7,359−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| Bokf, NA | – | – | – | – | Not filed |
| Collaborative Wealth Managment Inc. | – | – | – | – | Not filed |