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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 59 | $1.00K | 0.00% | −78−56.9% | Reduced |
| Northern Trust Corp | 14,014 | $2.00K | 0.00% | +50.0% | Added |
| 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 |
| CWM, LLC | 263 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 340 | $4.62K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 357 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 535 | $7.00K | 0.00% | −59,931−99.1% | Reduced |
| First Bank & Trust | 724 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 841 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,107 | $15.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $15.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,025 | $28.0K | 0.01% | +2,025 | New |
| FourThought Financial, LLC | 2,265 | $30.0K | 0.00% | 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 |
| Wagner Wealth Management, LLC | 2,541 | $35.0K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $36.0K | 0.02% | – | – |
| US Bancorp | 2,600 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,906 | $39.0K | 0.01% | +34+1.2% | Added |
| Rockefeller Capital Management L.P. | 3,010 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 4,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,520 | $61.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,633 | $63.0K | 0.00% | +1,286+38.4% | Added |
| Parkside Financial Bank & Trust | 4,700 | $64.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,000 | $68.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,803 | $79.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,085 | $110.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Advisor Resource Council | 11,022 | $150.0K | 0.02% | +11,022 | New |
| Berger Financial Group, Inc | 11,179 | $152.0K | 0.03% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 11,775 | $160.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Baird Financial Group, Inc. | 13,165 | $179.0K | 0.00% | +13,165 | New |
| Sigma Planning Corp | 13,897 | $189.0K | 0.01% | +68+0.5% | Added |
| Capital Investment Advisors, LLC | 15,349 | $209.0K | 0.01% | −1,100−6.7% | Reduced |
| Ramiah Investment Group | 15,998 | $217.6K | 0.16% | +274+1.7% | Added |
| Envestnet Asset Management Inc | 16,022 | $218.0K | 0.00% | +5,842+57.4% | Added |
| Hollencrest Capital Management | 18,240 | $248.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 18,420 | $251.0K | 0.02% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 19,470 | $265.0K | 0.02% | +6,770+53.3% | Added |
| LexAurum Advisors, LLC | 20,170 | $274.0K | 0.08% | +20,170 | New |
| Cetera Investment Advisers | 20,623 | $280.0K | 0.00% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 20,708 | $282.0K | 0.11% | 00.0% | Unchanged |
| Wedbush Securities Inc | 21,323 | $290.0K | 0.01% | −6,707−23.9% | Reduced |
| Ackerman Capital Advisors, LLC | 21,998 | $299.0K | 0.07% | +21,998 | New |
| PFG Advisors | 22,046 | $300.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,767 | $391.0K | 0.00% | −121−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 30,344 | $413.0K | 0.00% | +3,553+13.3% | Added |
| Steward Partners Investment Advisory, LLC | 34,085 | $464.0K | 0.01% | −2,789−7.6% | Reduced |
| B. Riley Wealth Management, Inc. | 34,448 | $468.0K | 0.05% | −900−2.5% | Reduced |
| City of London Investment Management Co Ltd | 36,366 | $495.0K | 0.03% | −8,634−19.2% | Reduced |
| Quad-Cities Investment Group, LLC | 48,498 | $660.0K | 0.45% | −1,817−3.6% | Reduced |
| LPL Financial LLC | 53,909 | $733.0K | 0.00% | −3,566−6.2% | Reduced |
| Capital Wealth Alliance, LLC | 56,674 | $762.0K | 0.49% | +2,261+4.2% | Added |
| Goldman Sachs Group Inc | 58,746 | $799.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 59,037 | $803.0K | 0.00% | +1,014+1.7% | Added |
| The PNC Financial Services Group, Inc. | 61,822 | $841.0K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 62,583 | $851.0K | 0.41% | +250.0% | Added |
| Cetera Advisor Networks LLC | 71,474 | $972.0K | 0.01% | +71,474 | New |
| Royal Bank of Canada | 72,142 | $981.0K | 0.00% | −9,358−11.5% | Reduced |
| APCM Wealth Management for Individuals | 88,550 | $1.20M | 0.23% | −143,551−61.8% | Reduced |
| Fca Corp | 92,299 | $1.25M | 0.36% | −472−0.5% | Reduced |
| Raymond James Trust N.A. | 114,835 | $1.56M | 0.05% | +1,000+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 115,706 | $1.57M | 0.01% | +73,156+171.9% | Added |
| Summit Financial Wealth Advisors, LLC | 121,325 | $1.65M | 0.37% | +17,150+16.5% | Added |
| TCG Advisory Services, LLC | 124,634 | $1.70M | 0.46% | −3,024−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 138,357 | $1.88M | 0.00% | −22,012−13.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 154,404 | $2.10M | 0.00% | −27,094−14.9% | Reduced |
| Fiera Capital Corp | 170,790 | $2.32M | 0.01% | −23,671−12.2% | Reduced |
| Morgan Stanley | 246,478 | $3.35M | 0.00% | +19,498+8.6% | Added |
| Advisors Asset Management, Inc. | 248,585 | $3.38M | 0.05% | +48,395+24.2% | Added |
| Wells Fargo & Company | 249,288 | $3.39M | 0.00% | −23,469−8.6% | Reduced |
| JFS Wealth Advisors, LLC | 275,536 | $3.75M | 0.56% | +1,808+0.7% | Added |
| Van Eck Associates Corp | 315,885 | $4.30M | 0.01% | +27,262+9.4% | Added |
| Raymond James & Associates | 347,098 | $4.72M | 0.00% | −14,576−4.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 374,529 | $5.09M | 0.27% | −98,378−20.8% | Reduced |
| Stifel Financial Corp | 374,674 | $5.10M | 0.01% | −3,325−0.9% | Reduced |
| Bank of America Corp | 449,804 | $6.12M | 0.00% | +81,655+22.2% | Added |
| Ameriprise Financial Inc | 586,765 | $7.98M | 0.00% | −4,355−0.7% | Reduced |
| Sit Investment Associates Inc | 732,591 | $9.96M | 0.25% | 00.0% | Unchanged |
| UBS Group AG | 1,635,068 | $22.2M | 0.01% | +314,572+23.8% | Added |
| Guggenheim Capital LLC | 1,762,860 | $24.0M | 0.14% | +78,328+4.6% | Added |
| Bramshill Investments, LLC | 4,044,048 | $55.0M | 4.21% | +278,884+7.4% | Added |
| 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 |