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, Q1 2022
Institutional positions in Invesco Municipal Opportunity Trust as of Mar 31, 2022. 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
- 107
- +21 vs. Q4 2021
- Shares held
- 12.7M
- −871.5K (−6.4%) vs. Q4 2021
- Total value
- $145.7M
- −$41.8M (−22.3%) vs. Q4 2021
- New holders
- 33
- 29 more added
- Sold out
- 12
- 14 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 2,785,498 | $31.9M | 4.42% | −1,260,911−31.2% | Reduced |
| Guggenheim Capital LLC | 1,945,621 | $22.3M | 0.13% | +132,004+7.3% | Added |
| UBS Group AG | 1,218,978 | $14.0M | 0.01% | −176,308−12.6% | Reduced |
| Sit Investment Associates Inc | 669,634 | $7.67M | 0.21% | −35,047−5.0% | Reduced |
| Rivernorth Capital Management, LLC | 458,513 | $5.25M | 0.20% | +458,513 | New |
| Fiera Capital Corp | 416,675 | $4.77M | 0.01% | +280,590+206.2% | Added |
| Van Eck Associates Corp | 369,201 | $4.23M | 0.01% | +92,646+33.5% | Added |
| Raymond James & Associates | 358,056 | $4.10M | 0.00% | +10,425+3.0% | Added |
| Bank of America Corp | 330,176 | $3.78M | 0.00% | −88,944−21.2% | Reduced |
| Morgan Stanley | 280,140 | $3.21M | 0.00% | −8,509−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 279,925 | $3.21M | 0.30% | +1,523+0.5% | Added |
| Parametric Portfolio Associates LLC | 253,513 | $2.90M | 0.00% | +253,513 | New |
| Wells Fargo & Company | 234,440 | $2.68M | 0.00% | +8,462+3.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 177,998 | $2.04M | 0.00% | +185+0.1% | Added |
| Advisor Group Holdings, Inc. | 154,985 | $1.76M | 0.00% | +16,144+11.6% | Added |
| TCG Advisory Services, LLC | 153,876 | $1.76M | 0.48% | +20,870+15.7% | Added |
| Robinson Capital Management, LLC | 151,905 | $1.74M | 1.19% | +151,905 | New |
| Raymond James Trust N.A. | 150,130 | $1.72M | 0.05% | +7,230+5.1% | Added |
| Summit Financial Wealth Advisors, LLC | 146,825 | $1.68M | 0.34% | +25,500+21.0% | Added |
| Invesco Ltd. | 130,219 | $1.49M | 0.00% | +2,064+1.6% | Added |
| Stifel Financial Corp | 110,761 | $1.27M | 0.00% | −259,112−70.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 108,242 | $1.24M | 0.01% | −7,672−6.6% | Reduced |
| Hightower 6M Holding, LLC | 94,437 | $1.08M | 0.08% | +94,437 | New |
| Cetera Advisor Networks LLC | 92,546 | $1.06M | 0.01% | +9,739+11.8% | Added |
| Landscape Capital Management, L.L.C. | 83,713 | $959.0K | 0.12% | +83,713 | New |
| Royal Bank of Canada | 76,432 | $875.0K | 0.00% | +2,443+3.3% | Added |
| Janney Montgomery Scott LLC | 76,165 | $872.0K | 0.00% | +10,000+15.1% | Added |
| LPL Financial LLC | 75,618 | $866.0K | 0.00% | +7,307+10.7% | Added |
| The PNC Financial Services Group, Inc. | 61,822 | $707.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 61,642 | $706.0K | 0.04% | +61,642 | New |
| Garner Asset Management Corp | 60,175 | $689.0K | 0.28% | −158−0.3% | Reduced |
| Capital Wealth Alliance, LLC | 59,810 | $679.0K | 0.40% | +3,308+5.9% | Added |
| Financial Advocates Investment Management | 56,143 | $643.0K | 0.04% | −20,938−27.2% | Reduced |
| CNH Partners LLC | 54,238 | $621.0K | 0.02% | +54,238 | New |
| Goldman Sachs Group Inc | 50,962 | $584.0K | 0.00% | +50,962 | New |
| Wolverine Asset Management LLC | 43,837 | $501.0K | 0.01% | +43,837 | New |
| Ameriprise Financial Inc | 41,597 | $465.0K | 0.00% | −593,229−93.4% | Reduced |
| Logan Stone Capital, LLC | 40,455 | $463.0K | 0.33% | +40,455 | New |
| Steward Partners Investment Advisory, LLC | 39,411 | $451.0K | 0.01% | +1,721+4.6% | Added |
| Quad-Cities Investment Group, LLC | 39,279 | $450.0K | 0.29% | −10,090−20.4% | Reduced |
| Commonwealth Equity Services, LLC | 36,473 | $417.0K | 0.00% | −27,423−42.9% | Reduced |
| B. Riley Wealth Management, Inc. | 34,448 | $394.0K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 28,962 | $349.0K | 0.00% | +28,962 | New |
| APCM Wealth Management for Individuals | 28,550 | $327.0K | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 28,338 | $324.0K | 0.00% | +12,052+74.0% | Added |
| XML Financial, LLC | 23,206 | $266.0K | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 22,046 | $252.0K | 0.03% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 20,708 | $237.0K | 0.09% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,265 | $232.0K | 0.00% | +1,934+10.6% | Added |
| LexAurum Advisors, LLC | 20,170 | $231.0K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,000 | $229.0K | 0.01% | +20,000 | New |
| Cetera Investment Advisers | 19,323 | $221.0K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 18,420 | $211.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18,240 | $209.0K | 0.02% | 00.0% | Unchanged |
| Karpus Management, Inc. | 16,444 | $188.0K | 0.01% | +16,444 | New |
| Sigma Planning Corp | 15,590 | $179.0K | 0.01% | +196+1.3% | Added |
| Ackerman Capital Advisors, LLC | 15,565 | $178.0K | 0.04% | +15,565 | New |
| Capital Investment Advisors, LLC | 15,349 | $176.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 15,031 | $172.0K | 0.00% | +401+2.7% | Added |
| Proequities, Inc. | 15,000 | $172.0K | 0.01% | +15,000 | New |
| Running Point Capital Advisors, LLC | 15,000 | $172.0K | 0.10% | +15,000 | New |
| GWM Advisors LLC | 14,583 | $167.0K | 0.00% | −1,822−11.1% | Reduced |
| Meristem Family Wealth, LLC | 14,400 | $165.0K | 0.02% | −1,800−11.1% | Reduced |
| Worth Asset Management, LLC | 15,030 | $155.0K | 0.10% | +15,030 | New |
| Baird Financial Group, Inc. | 13,164 | $151.0K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 13,206 | $151.0K | 0.06% | +13,206 | New |
| Kercheville Advisors, LLC | 13,067 | $150.0K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,060 | $150.0K | 0.01% | +13,060 | New |
| Bokf, NA | 13,000 | $149.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,905 | $148.0K | 0.00% | +12,905 | New |
| Secure Asset Management, LLC | 12,364 | $142.0K | 0.06% | +12,364 | New |
| Wedbush Securities Inc | 11,389 | $130.0K | 0.01% | +519+4.8% | Added |
| Shufro Rose & Co LLC | 11,000 | $126.0K | 0.01% | +1,000+10.0% | Added |
| Wetherby Asset Management Inc | 10,592 | $121.0K | 0.01% | +10,592 | New |
| Park Avenue Securities LLC | 10,500 | $120.0K | 0.00% | +10,500 | New |
| Modera Wealth Management, LLC | 10,512 | $120.0K | 0.01% | +10,512 | New |
| FinTrust Capital Advisors, LLC | 10,000 | $115.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 10,000 | $115.0K | 0.02% | +10,000 | New |
| Laurel Wealth Planning LLC | 9,567 | $110.0K | 0.07% | +9,567 | New |
| TNF LLC | 10,269 | $107.0K | 0.05% | +30.0% | Added |
| Fortitude Advisory Group L.L.C. | 8,406 | $96.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,562 | $77.0K | 0.00% | +6,562 | New |
| Fifth Third Bancorp | 5,803 | $66.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,000 | $57.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $49.0K | 0.00% | +4,298 | New |
| First PREMIER Bank | 3,964 | $45.0K | 0.01% | +3,964 | New |
| Ellis Investment Partners, LLC | 3,066 | $35.0K | 0.01% | +92+3.1% | Added |
| Rockefeller Capital Management L.P. | 3,010 | $34.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,600 | $30.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,485 | $28.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,440 | $28.0K | 0.00% | +32+1.3% | Added |
| Umb Bank N A | 1,948 | $22.0K | 0.00% | +1,613+481.5% | Added |
| FourThought Financial, LLC | 1,765 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,483 | $17.0K | 0.00% | +1,483 | New |
| Spire Wealth Management | 1,264 | $14.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $13.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,083 | $12.0K | 0.00% | +1,083 | New |
| Geneos Wealth Management Inc. | 841 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 726 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 619 | $7.00K | 0.00% | +619 | New |