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, Q3 2021
Institutional positions in Invesco Municipal Opportunity Trust as of Sep 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
- 92
- +5 vs. Q2 2021
- Shares held
- 13.6M
- −291.6K (−2.1%) vs. Q2 2021
- Total value
- $185.9M
- −$2.79M (−1.5%) vs. Q2 2021
- New holders
- 14
- 24 more added
- Sold out
- 9
- 18 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 3,931,295 | $53.8M | 4.58% | −112,753−2.8% | Reduced |
| Guggenheim Capital LLC | 1,800,489 | $24.6M | 0.15% | +37,629+2.1% | Added |
| UBS Group AG | 1,688,110 | $23.1M | 0.01% | +53,042+3.2% | Added |
| Sit Investment Associates Inc | 732,591 | $10.0M | 0.26% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 594,282 | $8.14M | 0.00% | +7,517+1.3% | Added |
| Bank of America Corp | 422,222 | $5.78M | 0.00% | −27,582−6.1% | Reduced |
| Stifel Financial Corp | 372,095 | $5.09M | 0.01% | −2,579−0.7% | Reduced |
| Raymond James & Associates | 346,263 | $4.74M | 0.00% | −835−0.2% | Reduced |
| Van Eck Associates Corp | 314,296 | $4.30M | 0.01% | −1,589−0.5% | Reduced |
| Advisors Asset Management, Inc. | 306,657 | $4.20M | 0.06% | +58,072+23.4% | Added |
| JFS Wealth Advisors, LLC | 276,956 | $3.79M | 0.39% | +1,420+0.5% | Added |
| Morgan Stanley | 249,252 | $3.41M | 0.00% | +2,774+1.1% | Added |
| Wells Fargo & Company | 247,495 | $3.39M | 0.00% | −1,793−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 157,048 | $2.15M | 0.00% | +2,644+1.7% | Added |
| Advisor Group Holdings, Inc. | 142,555 | $1.95M | 0.00% | +4,198+3.0% | Added |
| TCG Advisory Services, LLC | 127,654 | $1.75M | 0.46% | +3,020+2.4% | Added |
| Summit Financial Wealth Advisors, LLC | 121,325 | $1.66M | 0.38% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 119,359 | $1.63M | 0.05% | +4,524+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 117,262 | $1.60M | 0.01% | +1,556+1.3% | Added |
| Financial Advocates Investment Management | 86,302 | $1.26M | 0.09% | +86,302 | New |
| Fca Corp | 91,689 | $1.25M | 0.38% | −610−0.7% | Reduced |
| Royal Bank of Canada | 76,109 | $1.04M | 0.00% | +3,967+5.5% | Added |
| Cetera Advisor Networks LLC | 75,699 | $1.04M | 0.01% | +4,225+5.9% | Added |
| LPL Financial LLC | 67,324 | $922.0K | 0.00% | +13,415+24.9% | Added |
| Invesco Ltd. | 64,097 | $877.0K | 0.00% | +64,097 | New |
| The PNC Financial Services Group, Inc. | 61,822 | $846.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 61,795 | $846.0K | 0.00% | +2,758+4.7% | Added |
| Garner Asset Management Corp | 61,108 | $837.0K | 0.39% | −1,475−2.4% | Reduced |
| Goldman Sachs Group Inc | 58,746 | $804.0K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 56,222 | $768.0K | 0.47% | −452−0.8% | Reduced |
| Quad-Cities Investment Group, LLC | 48,911 | $670.0K | 0.47% | +413+0.9% | Added |
| Fiera Capital Corp | 42,295 | $579.0K | 0.00% | −128,495−75.2% | Reduced |
| APCM Wealth Management for Individuals | 40,550 | $555.0K | 0.11% | −48,000−54.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,051 | $494.0K | 0.01% | +1,966+5.8% | Added |
| B. Riley Wealth Management, Inc. | 34,448 | $472.0K | 0.04% | 00.0% | Unchanged |
| Americana Partners, LLC | 32,600 | $446.0K | 0.11% | +32,600 | New |
| Commonwealth Equity Services, LLC | 28,060 | $384.0K | 0.00% | −707−2.5% | Reduced |
| XML Financial, LLC | 23,206 | $318.0K | 0.04% | +23,206 | New |
| PFG Advisors | 22,046 | $302.0K | 0.03% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 20,708 | $283.0K | 0.11% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20,170 | $276.0K | 0.08% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,323 | $265.0K | 0.00% | −1,300−6.3% | Reduced |
| Kestra Advisory Services, LLC | 18,606 | $255.0K | 0.00% | +18,606 | New |
| Charter Trust Co | 18,420 | $252.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18,240 | $250.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18,187 | $249.0K | 0.00% | −12,157−40.1% | Reduced |
| Hilltop Holdings Inc. | 17,294 | $237.0K | 0.03% | +4,188+32.0% | Added |
| City of London Investment Management Co Ltd | 16,805 | $231.0K | 0.01% | −19,561−53.8% | Reduced |
| Envestnet Asset Management Inc | 16,271 | $223.0K | 0.00% | +249+1.6% | Added |
| Meristem Family Wealth, LLC | 16,200 | $222.0K | 0.02% | +16,200 | New |
| Capital Investment Advisors, LLC | 15,349 | $210.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,389 | $210.0K | 0.01% | +15,389 | New |
| Sigma Planning Corp | 14,945 | $205.0K | 0.01% | +1,048+7.5% | Added |
| Mid Atlantic Financial Management Inc | 13,336 | $183.0K | 0.01% | −6,134−31.5% | Reduced |
| Baird Financial Group, Inc. | 13,164 | $180.0K | 0.00% | −10.0% | Reduced |
| Kercheville Advisors, LLC | 13,067 | $179.0K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $178.0K | 0.00% | +13,000 | New |
| Riverstone Advisors, LLC | 11,775 | $161.0K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,354 | $155.0K | 0.01% | −9,969−46.8% | Reduced |
| Berger Financial Group, Inc | 11,179 | $153.0K | 0.03% | 00.0% | Unchanged |
| TNF LLC | 10,408 | $139.0K | 0.06% | +10,408 | New |
| Shufro Rose & Co LLC | 10,000 | $137.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,000 | $137.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,484 | $116.0K | 0.00% | +3,851+83.1% | Added |
| Centaurus Financial, Inc. | 8,085 | $111.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,803 | $79.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,000 | $68.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,700 | $64.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,520 | $62.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 4,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 3,615 | $49.0K | 0.00% | +3,615 | New |
| Rockefeller Capital Management L.P. | 3,010 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,939 | $40.0K | 0.01% | +33+1.1% | Added |
| Pacitti Group Inc. | 2,685 | $37.0K | 0.02% | – | – |
| US Bancorp | 2,600 | $36.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,485 | $34.0K | 0.00% | +2,485 | New |
| Wagner Wealth Management, LLC | 2,541 | $34.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 2,380 | $33.0K | 0.00% | +27+1.1% | Added |
| Spire Wealth Management | 2,364 | $32.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,265 | $31.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,524 | $21.0K | 0.01% | +1,524 | New |
| TSFG, LLC | 1,136 | $16.0K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,107 | $15.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 841 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 791 | $11.0K | 0.00% | +791 | New |
| First Bank & Trust | 724 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $6.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 340 | $4.66K | 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 |
| Northern Trust Corp | 20,592 | $2.00K | 0.00% | +6,578+46.9% | Added |
| Eaton Vance Management | 80 | $0 | 0.00% | +80 | New |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −374,529−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −21,998−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −15,998−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −11,022−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |