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.
Q3 2021 vs. Q2 2021
How the institutions holding Invesco Municipal Opportunity Trust changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 89 | 2 | 92 | +5 |
| Shares | 13.9M | 2.29K | 13.6M | −291.6K (−2.1%) |
| Value | $188.7M | $32.0K | $185.9M | −$2.79M (−1.5%) |
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Invesco Municipal Opportunity Trust at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Financial Advocates Investment Management | 86,302 | $1.26M | 0.09% |
| Invesco Ltd. | 64,097 | $877.0K | 0.00% |
| Americana Partners, LLC | 32,600 | $446.0K | 0.11% |
| XML Financial, LLC | 23,206 | $318.0K | 0.04% |
| Kestra Advisory Services, LLC | 18,606 | $255.0K | 0.00% |
| Meristem Family Wealth, LLC | 16,200 | $222.0K | 0.02% |
| National Asset Management, Inc. | 15,389 | $210.0K | 0.01% |
| Bokf, NA | 13,000 | $178.0K | 0.00% |
| TNF LLC | 10,408 | $139.0K | 0.06% |
| Westchester Capital Management, LLC | 3,615 | $49.0K | 0.00% |
| Koshinski Asset Management, Inc. | 2,485 | $34.0K | 0.00% |
| Tower View Investment Management & Research LLC | 1,524 | $21.0K | 0.01% |
| Kowal Investment Group, LLC | 791 | $11.0K | 0.00% |
| Eaton Vance Management | 80 | $0 | 0.00% |
Sold out (9)
Institutions that held Invesco Municipal Opportunity Trust at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 374,529 | $5.09M |
| Ackerman Capital Advisors, LLC | 21,998 | $299.0K |
| Ramiah Investment Group | 15,998 | $217.6K |
| Advisor Resource Council | 11,022 | $150.0K |
| Citigroup Inc | 1,000 | $14.0K |
| Benjamin F. Edwards & Company, Inc. | 535 | $7.00K |
| Newbridge Financial Services Group, Inc. | 357 | $5.00K |
| Parallel Advisors, LLC | 184 | $3.00K |
| Panagora Asset Management Inc | 59 | $1.00K |
Not filed for Q3 2021 yet (2)
Institutions that held Invesco Municipal Opportunity Trust at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Castleview Partners, LLC | 2,025 | $28.0K |
| CWM, LLC | 263 | $4.00K |