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, Q4 2021
Institutional positions in Invesco Municipal Opportunity Trust as of Dec 31, 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
- 88
- −2 vs. Q3 2021
- Shares held
- 13.6M
- +61.7K (+0.5%) vs. Q3 2021
- Total value
- $187.7M
- +$2.08M (+1.1%) vs. Q3 2021
- New holders
- 8
- 26 more added
- Sold out
- 10
- 22 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,046,409 | $55.9M | 5.47% | +115,114+2.9% | Added |
| Guggenheim Capital LLC | 1,813,617 | $25.0M | 0.13% | +13,128+0.7% | Added |
| UBS Group AG | 1,395,286 | $19.3M | 0.01% | −292,824−17.3% | Reduced |
| Sit Investment Associates Inc | 704,681 | $9.73M | 0.23% | −27,910−3.8% | Reduced |
| Ameriprise Financial Inc | 634,826 | $8.74M | 0.00% | +40,544+6.8% | Added |
| Bank of America Corp | 419,120 | $5.79M | 0.00% | −3,102−0.7% | Reduced |
| Stifel Financial Corp | 369,873 | $5.11M | 0.01% | −2,222−0.6% | Reduced |
| Raymond James & Associates | 347,631 | $4.80M | 0.00% | +1,368+0.4% | Added |
| Advisors Asset Management, Inc. | 330,639 | $4.57M | 0.07% | +23,982+7.8% | Added |
| Morgan Stanley | 288,649 | $3.99M | 0.00% | +39,397+15.8% | Added |
| JFS Wealth Advisors, LLC | 278,402 | $3.85M | 0.36% | +1,446+0.5% | Added |
| Van Eck Associates Corp | 276,555 | $3.82M | 0.01% | −37,741−12.0% | Reduced |
| Wells Fargo & Company | 225,978 | $3.12M | 0.00% | −21,517−8.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 177,813 | $2.46M | 0.00% | +20,765+13.2% | Added |
| Raymond James Trust N.A. | 142,900 | $1.97M | 0.06% | +23,541+19.7% | Added |
| Advisor Group Holdings, Inc. | 138,841 | $1.92M | 0.00% | −3,714−2.6% | Reduced |
| Fiera Capital Corp | 136,085 | $1.88M | 0.00% | +93,790+221.8% | Added |
| TCG Advisory Services, LLC | 133,006 | $1.84M | 0.43% | +5,352+4.2% | Added |
| Invesco Ltd. | 128,155 | $1.77M | 0.00% | +64,058+99.9% | Added |
| Summit Financial Wealth Advisors, LLC | 121,325 | $1.68M | 0.33% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 115,914 | $1.60M | 0.01% | −1,348−1.1% | Reduced |
| Fca Corp | 83,040 | $1.15M | 0.39% | −8,649−9.4% | Reduced |
| Cetera Advisor Networks LLC | 82,807 | $1.14M | 0.01% | +7,108+9.4% | Added |
| Financial Advocates Investment Management | 77,081 | $1.06M | 0.08% | −9,221−10.7% | Reduced |
| Royal Bank of Canada | 73,989 | $1.02M | 0.00% | −2,120−2.8% | Reduced |
| LPL Financial LLC | 68,311 | $943.0K | 0.00% | +987+1.5% | Added |
| Janney Montgomery Scott LLC | 66,165 | $914.0K | 0.00% | +4,370+7.1% | Added |
| Commonwealth Equity Services, LLC | 63,896 | $882.0K | 0.00% | +35,836+127.7% | Added |
| The PNC Financial Services Group, Inc. | 61,822 | $854.0K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 60,333 | $833.0K | 0.35% | −775−1.3% | Reduced |
| Capital Wealth Alliance, LLC | 56,502 | $780.0K | 0.45% | +280+0.5% | Added |
| Quad-Cities Investment Group, LLC | 49,369 | $682.0K | 0.43% | +458+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 37,690 | $521.0K | 0.01% | +1,639+4.5% | Added |
| Lindbrook Capital, LLC | 35,000 | $483.0K | 0.07% | +35,000 | New |
| B. Riley Wealth Management, Inc. | 34,448 | $476.0K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 31,700 | $437.0K | 0.08% | −900−2.8% | Reduced |
| APCM Wealth Management for Individuals | 28,550 | $394.0K | 0.07% | −12,000−29.6% | Reduced |
| XML Financial, LLC | 23,206 | $320.0K | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 22,046 | $304.0K | 0.03% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 20,708 | $286.0K | 0.11% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20,170 | $279.0K | 0.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,323 | $267.0K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 18,420 | $254.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,331 | $253.0K | 0.00% | −275−1.5% | Reduced |
| Hollencrest Capital Management | 18,240 | $252.0K | 0.02% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 16,805 | $232.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,405 | $227.0K | 0.00% | +16,405 | New |
| Envestnet Asset Management Inc | 16,286 | $225.0K | 0.00% | +15+0.1% | Added |
| Meristem Family Wealth, LLC | 16,200 | $224.0K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 16,226 | $224.0K | 0.00% | +16,226 | New |
| Sigma Planning Corp | 15,394 | $213.0K | 0.01% | +449+3.0% | Added |
| Capital Investment Advisors, LLC | 15,349 | $212.0K | 0.01% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,178 | $210.0K | 0.02% | −2,116−12.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,630 | $202.0K | 0.00% | −3,557−19.6% | Reduced |
| Baird Financial Group, Inc. | 13,164 | $182.0K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $180.0K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $180.0K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 12,912 | $178.0K | 0.10% | +12,912 | New |
| Wedbush Securities Inc | 10,870 | $150.0K | 0.01% | −484−4.3% | Reduced |
| Shufro Rose & Co LLC | 10,000 | $138.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,000 | $138.0K | 0.03% | 00.0% | Unchanged |
| TNF LLC | 10,266 | $137.0K | 0.06% | −142−1.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 8,406 | $116.0K | 0.06% | +8,406 | New |
| Centaurus Financial, Inc. | 8,085 | $112.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,803 | $80.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,000 | $69.0K | 0.00% | −3,484−41.1% | Reduced |
| MV Capital Management, Inc. | 4,520 | $62.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 3,680 | $51.0K | 0.00% | +3,600+4,500.0% | Added |
| Rockefeller Capital Management L.P. | 3,010 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,974 | $41.0K | 0.01% | +35+1.2% | Added |
| US Bancorp | 2,600 | $36.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,541 | $35.0K | 0.03% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,485 | $34.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,408 | $33.0K | 0.00% | +28+1.2% | Added |
| FourThought Financial, LLC | 1,765 | $24.0K | 0.00% | −500−22.1% | Reduced |
| Spire Wealth Management | 1,264 | $17.0K | 0.00% | −1,100−46.5% | Reduced |
| TSFG, LLC | 1,136 | $16.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 841 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 726 | $10.0K | 0.00% | +2+0.3% | Added |
| Prestige Wealth Management Group LLC | 445 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 335 | $5.00K | 0.00% | +335 | New |
| Caldwell Trust Co | 340 | $4.70K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 263 | $4.00K | 0.00% | +263 | New |
| 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 | 20,595 | $2.00K | 0.00% | +30.0% | Added |
| Castleview Partners, LLC | 22,096 | – | – | +22,096 | New |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −58,746−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −15,389−100.0% | Sold out |
| Riverstone Advisors, LLC | 0 | $0 | 0.00% | −11,775−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −11,179−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −2,685−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −1,524−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |