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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 80 | $0 | 0.00% | +80 | New |
| Northern Trust Corp | 20,592 | $2.00K | 0.00% | +6,578+46.9% | 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 |
| Caldwell Trust Co | 340 | $4.66K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 724 | $10.0K | 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 |
| JPMorgan Chase & Co | 1,107 | $15.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,524 | $21.0K | 0.01% | +1,524 | New |
| FourThought Financial, LLC | 2,265 | $31.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 2,364 | $32.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,380 | $33.0K | 0.00% | +27+1.1% | Added |
| Wagner Wealth Management, LLC | 2,541 | $34.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,485 | $34.0K | 0.00% | +2,485 | New |
| US Bancorp | 2,600 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 2,685 | $37.0K | 0.02% | – | – |
| Ellis Investment Partners, LLC | 2,939 | $40.0K | 0.01% | +33+1.1% | Added |
| Rockefeller Capital Management L.P. | 3,010 | $41.0K | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 3,615 | $49.0K | 0.00% | +3,615 | New |
| Sonora Investment Management, LLC | 4,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,520 | $62.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4,700 | $64.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,000 | $68.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,803 | $79.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,085 | $111.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,484 | $116.0K | 0.00% | +3,851+83.1% | Added |
| 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 |
| TNF LLC | 10,408 | $139.0K | 0.06% | +10,408 | New |
| Berger Financial Group, Inc | 11,179 | $153.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,354 | $155.0K | 0.01% | −9,969−46.8% | Reduced |
| Riverstone Advisors, LLC | 11,775 | $161.0K | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $178.0K | 0.00% | +13,000 | New |
| Kercheville Advisors, LLC | 13,067 | $179.0K | 0.08% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,164 | $180.0K | 0.00% | −10.0% | Reduced |
| Mid Atlantic Financial Management Inc | 13,336 | $183.0K | 0.01% | −6,134−31.5% | Reduced |
| Sigma Planning Corp | 14,945 | $205.0K | 0.01% | +1,048+7.5% | Added |
| 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 |
| Meristem Family Wealth, LLC | 16,200 | $222.0K | 0.02% | +16,200 | New |
| Envestnet Asset Management Inc | 16,271 | $223.0K | 0.00% | +249+1.6% | Added |
| City of London Investment Management Co Ltd | 16,805 | $231.0K | 0.01% | −19,561−53.8% | Reduced |
| Hilltop Holdings Inc. | 17,294 | $237.0K | 0.03% | +4,188+32.0% | Added |
| Northwestern Mutual Wealth Management Co | 18,187 | $249.0K | 0.00% | −12,157−40.1% | Reduced |
| Hollencrest Capital Management | 18,240 | $250.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 18,420 | $252.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,606 | $255.0K | 0.00% | +18,606 | New |
| Cetera Investment Advisers | 19,323 | $265.0K | 0.00% | −1,300−6.3% | Reduced |
| LexAurum Advisors, LLC | 20,170 | $276.0K | 0.08% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 20,708 | $283.0K | 0.11% | 00.0% | Unchanged |
| PFG Advisors | 22,046 | $302.0K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 23,206 | $318.0K | 0.04% | +23,206 | New |
| Commonwealth Equity Services, LLC | 28,060 | $384.0K | 0.00% | −707−2.5% | Reduced |
| Americana Partners, LLC | 32,600 | $446.0K | 0.11% | +32,600 | New |
| B. Riley Wealth Management, Inc. | 34,448 | $472.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 36,051 | $494.0K | 0.01% | +1,966+5.8% | Added |
| APCM Wealth Management for Individuals | 40,550 | $555.0K | 0.11% | −48,000−54.2% | Reduced |
| Fiera Capital Corp | 42,295 | $579.0K | 0.00% | −128,495−75.2% | Reduced |
| Quad-Cities Investment Group, LLC | 48,911 | $670.0K | 0.47% | +413+0.9% | Added |
| Capital Wealth Alliance, LLC | 56,222 | $768.0K | 0.47% | −452−0.8% | Reduced |
| Goldman Sachs Group Inc | 58,746 | $804.0K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 61,108 | $837.0K | 0.39% | −1,475−2.4% | Reduced |
| 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 |
| Invesco Ltd. | 64,097 | $877.0K | 0.00% | +64,097 | New |
| LPL Financial LLC | 67,324 | $922.0K | 0.00% | +13,415+24.9% | Added |
| Cetera Advisor Networks LLC | 75,699 | $1.04M | 0.01% | +4,225+5.9% | Added |
| Royal Bank of Canada | 76,109 | $1.04M | 0.00% | +3,967+5.5% | Added |
| Fca Corp | 91,689 | $1.25M | 0.38% | −610−0.7% | Reduced |
| Financial Advocates Investment Management | 86,302 | $1.26M | 0.09% | +86,302 | New |
| Cambridge Investment Research Advisors, Inc. | 117,262 | $1.60M | 0.01% | +1,556+1.3% | Added |
| Raymond James Trust N.A. | 119,359 | $1.63M | 0.05% | +4,524+3.9% | Added |
| Summit Financial Wealth Advisors, LLC | 121,325 | $1.66M | 0.38% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 127,654 | $1.75M | 0.46% | +3,020+2.4% | Added |
| Advisor Group Holdings, Inc. | 142,555 | $1.95M | 0.00% | +4,198+3.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 157,048 | $2.15M | 0.00% | +2,644+1.7% | Added |
| Wells Fargo & Company | 247,495 | $3.39M | 0.00% | −1,793−0.7% | Reduced |
| Morgan Stanley | 249,252 | $3.41M | 0.00% | +2,774+1.1% | Added |
| JFS Wealth Advisors, LLC | 276,956 | $3.79M | 0.39% | +1,420+0.5% | Added |
| Advisors Asset Management, Inc. | 306,657 | $4.20M | 0.06% | +58,072+23.4% | Added |
| Van Eck Associates Corp | 314,296 | $4.30M | 0.01% | −1,589−0.5% | Reduced |
| Raymond James & Associates | 346,263 | $4.74M | 0.00% | −835−0.2% | Reduced |
| Stifel Financial Corp | 372,095 | $5.09M | 0.01% | −2,579−0.7% | Reduced |
| Bank of America Corp | 422,222 | $5.78M | 0.00% | −27,582−6.1% | Reduced |
| Ameriprise Financial Inc | 594,282 | $8.14M | 0.00% | +7,517+1.3% | Added |
| Sit Investment Associates Inc | 732,591 | $10.0M | 0.26% | 00.0% | Unchanged |
| UBS Group AG | 1,688,110 | $23.1M | 0.01% | +53,042+3.2% | Added |
| Guggenheim Capital LLC | 1,800,489 | $24.6M | 0.15% | +37,629+2.1% | Added |
| Bramshill Investments, LLC | 3,931,295 | $53.8M | 4.58% | −112,753−2.8% | Reduced |
| 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 |