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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 20,595 | $2.00K | 0.00% | +30.0% | 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 |
| CWM, LLC | 263 | $4.00K | 0.00% | +263 | New |
| Caldwell Trust Co | 340 | $4.70K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 335 | $5.00K | 0.00% | +335 | New |
| Prestige Wealth Management Group LLC | 445 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 726 | $10.0K | 0.00% | +2+0.3% | Added |
| Geneos Wealth Management Inc. | 841 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $16.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,264 | $17.0K | 0.00% | −1,100−46.5% | Reduced |
| FourThought Financial, LLC | 1,765 | $24.0K | 0.00% | −500−22.1% | Reduced |
| Allworth Financial LP | 2,408 | $33.0K | 0.00% | +28+1.2% | Added |
| Koshinski Asset Management, Inc. | 2,485 | $34.3K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,541 | $35.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 2,600 | $36.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Eaton Vance Management | 3,680 | $51.0K | 0.00% | +3,600+4,500.0% | Added |
| MV Capital Management, Inc. | 4,520 | $62.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,000 | $69.0K | 0.00% | −3,484−41.1% | Reduced |
| American Portfolios Advisors | 5,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,803 | $80.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,085 | $112.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 8,406 | $116.0K | 0.06% | +8,406 | New |
| TNF LLC | 10,266 | $137.0K | 0.06% | −142−1.4% | 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 |
| Wedbush Securities Inc | 10,870 | $150.0K | 0.01% | −484−4.3% | Reduced |
| Collaborative Wealth Managment Inc. | 12,912 | $178.0K | 0.10% | +12,912 | New |
| Kercheville Advisors, LLC | 13,067 | $180.0K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $180.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,164 | $182.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,630 | $202.0K | 0.00% | −3,557−19.6% | Reduced |
| Hilltop Holdings Inc. | 15,178 | $210.0K | 0.02% | −2,116−12.2% | Reduced |
| Capital Investment Advisors, LLC | 15,349 | $212.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,394 | $213.0K | 0.01% | +449+3.0% | 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 |
| Envestnet Asset Management Inc | 16,286 | $225.0K | 0.00% | +15+0.1% | Added |
| GWM Advisors LLC | 16,405 | $227.0K | 0.00% | +16,405 | New |
| City of London Investment Management Co Ltd | 16,805 | $232.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18,240 | $252.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,331 | $253.0K | 0.00% | −275−1.5% | Reduced |
| Charter Trust Co | 18,420 | $254.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,323 | $267.0K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20,170 | $279.0K | 0.09% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 20,708 | $286.0K | 0.11% | 00.0% | Unchanged |
| PFG Advisors | 22,046 | $304.0K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 23,206 | $320.0K | 0.04% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 28,550 | $394.0K | 0.07% | −12,000−29.6% | Reduced |
| Americana Partners, LLC | 31,700 | $437.0K | 0.08% | −900−2.8% | Reduced |
| B. Riley Wealth Management, Inc. | 34,448 | $476.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 35,000 | $483.0K | 0.07% | +35,000 | New |
| Steward Partners Investment Advisory, LLC | 37,690 | $521.0K | 0.01% | +1,639+4.5% | Added |
| Quad-Cities Investment Group, LLC | 49,369 | $682.0K | 0.43% | +458+0.9% | Added |
| Capital Wealth Alliance, LLC | 56,502 | $780.0K | 0.45% | +280+0.5% | Added |
| Garner Asset Management Corp | 60,333 | $833.0K | 0.35% | −775−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 61,822 | $854.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 63,896 | $882.0K | 0.00% | +35,836+127.7% | Added |
| Janney Montgomery Scott LLC | 66,165 | $914.0K | 0.00% | +4,370+7.1% | Added |
| LPL Financial LLC | 68,311 | $943.0K | 0.00% | +987+1.5% | Added |
| Royal Bank of Canada | 73,989 | $1.02M | 0.00% | −2,120−2.8% | Reduced |
| Financial Advocates Investment Management | 77,081 | $1.06M | 0.08% | −9,221−10.7% | Reduced |
| Cetera Advisor Networks LLC | 82,807 | $1.14M | 0.01% | +7,108+9.4% | Added |
| Fca Corp | 83,040 | $1.15M | 0.39% | −8,649−9.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 115,914 | $1.60M | 0.01% | −1,348−1.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 121,325 | $1.68M | 0.33% | 00.0% | Unchanged |
| Invesco Ltd. | 128,155 | $1.77M | 0.00% | +64,058+99.9% | Added |
| TCG Advisory Services, LLC | 133,006 | $1.84M | 0.43% | +5,352+4.2% | Added |
| Fiera Capital Corp | 136,085 | $1.88M | 0.00% | +93,790+221.8% | Added |
| Advisor Group Holdings, Inc. | 138,841 | $1.92M | 0.00% | −3,714−2.6% | Reduced |
| Raymond James Trust N.A. | 142,900 | $1.97M | 0.06% | +23,541+19.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 177,813 | $2.46M | 0.00% | +20,765+13.2% | Added |
| Wells Fargo & Company | 225,978 | $3.12M | 0.00% | −21,517−8.7% | Reduced |
| Van Eck Associates Corp | 276,555 | $3.82M | 0.01% | −37,741−12.0% | Reduced |
| JFS Wealth Advisors, LLC | 278,402 | $3.85M | 0.36% | +1,446+0.5% | Added |
| Morgan Stanley | 288,649 | $3.99M | 0.00% | +39,397+15.8% | Added |
| Advisors Asset Management, Inc. | 330,639 | $4.57M | 0.07% | +23,982+7.8% | Added |
| Raymond James & Associates | 347,631 | $4.80M | 0.00% | +1,368+0.4% | Added |
| Stifel Financial Corp | 369,873 | $5.11M | 0.01% | −2,222−0.6% | Reduced |
| Bank of America Corp | 419,120 | $5.79M | 0.00% | −3,102−0.7% | Reduced |
| Ameriprise Financial Inc | 634,826 | $8.74M | 0.00% | +40,544+6.8% | Added |
| Sit Investment Associates Inc | 704,681 | $9.73M | 0.23% | −27,910−3.8% | Reduced |
| UBS Group AG | 1,395,286 | $19.3M | 0.01% | −292,824−17.3% | Reduced |
| Guggenheim Capital LLC | 1,813,617 | $25.0M | 0.13% | +13,128+0.7% | Added |
| Bramshill Investments, LLC | 4,046,409 | $55.9M | 5.47% | +115,114+2.9% | 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 |