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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 254 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 20,600 | $2.00K | 0.00% | +50.0% | Added |
| CWM, LLC | 263 | $3.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 233 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 340 | $3.89K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 619 | $7.00K | 0.00% | +619 | New |
| First Bank & Trust | 726 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 841 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,083 | $12.0K | 0.00% | +1,083 | New |
| TSFG, LLC | 1,136 | $13.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,264 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,483 | $17.0K | 0.00% | +1,483 | New |
| FourThought Financial, LLC | 1,765 | $20.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,948 | $22.0K | 0.00% | +1,613+481.5% | Added |
| Allworth Financial LP | 2,440 | $28.0K | 0.00% | +32+1.3% | Added |
| Koshinski Asset Management, Inc. | 2,485 | $28.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,600 | $30.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,010 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,066 | $35.0K | 0.01% | +92+3.1% | Added |
| First PREMIER Bank | 3,964 | $45.0K | 0.01% | +3,964 | New |
| Ancora Advisors, LLC | 4,298 | $49.0K | 0.00% | +4,298 | New |
| American Portfolios Advisors | 5,000 | $57.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,803 | $66.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,562 | $77.0K | 0.00% | +6,562 | New |
| Fortitude Advisory Group L.L.C. | 8,406 | $96.0K | 0.05% | 00.0% | Unchanged |
| TNF LLC | 10,269 | $107.0K | 0.05% | +30.0% | Added |
| Laurel Wealth Planning LLC | 9,567 | $110.0K | 0.07% | +9,567 | 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 |
| 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 |
| Wetherby Asset Management Inc | 10,592 | $121.0K | 0.01% | +10,592 | New |
| Shufro Rose & Co LLC | 11,000 | $126.0K | 0.01% | +1,000+10.0% | Added |
| Wedbush Securities Inc | 11,389 | $130.0K | 0.01% | +519+4.8% | Added |
| Secure Asset Management, LLC | 12,364 | $142.0K | 0.06% | +12,364 | New |
| Walleye Capital LLC | 12,905 | $148.0K | 0.00% | +12,905 | New |
| Bokf, NA | 13,000 | $149.0K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $150.0K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,060 | $150.0K | 0.01% | +13,060 | 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 |
| Worth Asset Management, LLC | 15,030 | $155.0K | 0.10% | +15,030 | New |
| Meristem Family Wealth, LLC | 14,400 | $165.0K | 0.02% | −1,800−11.1% | Reduced |
| GWM Advisors LLC | 14,583 | $167.0K | 0.00% | −1,822−11.1% | Reduced |
| 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 |
| Capital Investment Advisors, LLC | 15,349 | $176.0K | 0.01% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 15,565 | $178.0K | 0.04% | +15,565 | New |
| Sigma Planning Corp | 15,590 | $179.0K | 0.01% | +196+1.3% | Added |
| Karpus Management, Inc. | 16,444 | $188.0K | 0.01% | +16,444 | New |
| Hollencrest Capital Management | 18,240 | $209.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 18,420 | $211.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 19,323 | $221.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,000 | $229.0K | 0.01% | +20,000 | New |
| LexAurum Advisors, LLC | 20,170 | $231.0K | 0.08% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 20,265 | $232.0K | 0.00% | +1,934+10.6% | Added |
| Stordahl Capital Management, Inc. | 20,708 | $237.0K | 0.09% | 00.0% | Unchanged |
| PFG Advisors | 22,046 | $252.0K | 0.03% | 00.0% | Unchanged |
| XML Financial, LLC | 23,206 | $266.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 28,338 | $324.0K | 0.00% | +12,052+74.0% | Added |
| APCM Wealth Management for Individuals | 28,550 | $327.0K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 28,962 | $349.0K | 0.00% | +28,962 | New |
| B. Riley Wealth Management, Inc. | 34,448 | $394.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 36,473 | $417.0K | 0.00% | −27,423−42.9% | Reduced |
| Quad-Cities Investment Group, LLC | 39,279 | $450.0K | 0.29% | −10,090−20.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,411 | $451.0K | 0.01% | +1,721+4.6% | Added |
| Logan Stone Capital, LLC | 40,455 | $463.0K | 0.33% | +40,455 | New |
| Ameriprise Financial Inc | 41,597 | $465.0K | 0.00% | −593,229−93.4% | Reduced |
| Wolverine Asset Management LLC | 43,837 | $501.0K | 0.01% | +43,837 | New |
| Goldman Sachs Group Inc | 50,962 | $584.0K | 0.00% | +50,962 | New |
| CNH Partners LLC | 54,238 | $621.0K | 0.02% | +54,238 | New |
| Financial Advocates Investment Management | 56,143 | $643.0K | 0.04% | −20,938−27.2% | Reduced |
| Capital Wealth Alliance, LLC | 59,810 | $679.0K | 0.40% | +3,308+5.9% | Added |
| Garner Asset Management Corp | 60,175 | $689.0K | 0.28% | −158−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 61,642 | $706.0K | 0.04% | +61,642 | New |
| The PNC Financial Services Group, Inc. | 61,822 | $707.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 75,618 | $866.0K | 0.00% | +7,307+10.7% | Added |
| Janney Montgomery Scott LLC | 76,165 | $872.0K | 0.00% | +10,000+15.1% | Added |
| Royal Bank of Canada | 76,432 | $875.0K | 0.00% | +2,443+3.3% | Added |
| Landscape Capital Management, L.L.C. | 83,713 | $959.0K | 0.12% | +83,713 | New |
| Cetera Advisor Networks LLC | 92,546 | $1.06M | 0.01% | +9,739+11.8% | Added |
| Hightower 6M Holding, LLC | 94,437 | $1.08M | 0.08% | +94,437 | New |
| Cambridge Investment Research Advisors, Inc. | 108,242 | $1.24M | 0.01% | −7,672−6.6% | Reduced |
| Stifel Financial Corp | 110,761 | $1.27M | 0.00% | −259,112−70.1% | Reduced |
| Invesco Ltd. | 130,219 | $1.49M | 0.00% | +2,064+1.6% | Added |
| Summit Financial Wealth Advisors, LLC | 146,825 | $1.68M | 0.34% | +25,500+21.0% | Added |
| Raymond James Trust N.A. | 150,130 | $1.72M | 0.05% | +7,230+5.1% | Added |
| Robinson Capital Management, LLC | 151,905 | $1.74M | 1.19% | +151,905 | New |
| TCG Advisory Services, LLC | 153,876 | $1.76M | 0.48% | +20,870+15.7% | Added |
| Advisor Group Holdings, Inc. | 154,985 | $1.76M | 0.00% | +16,144+11.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 177,998 | $2.04M | 0.00% | +185+0.1% | Added |
| Wells Fargo & Company | 234,440 | $2.68M | 0.00% | +8,462+3.7% | Added |
| Parametric Portfolio Associates LLC | 253,513 | $2.90M | 0.00% | +253,513 | New |
| JFS Wealth Advisors, LLC | 279,925 | $3.21M | 0.30% | +1,523+0.5% | Added |
| Morgan Stanley | 280,140 | $3.21M | 0.00% | −8,509−2.9% | Reduced |
| Bank of America Corp | 330,176 | $3.78M | 0.00% | −88,944−21.2% | Reduced |
| Raymond James & Associates | 358,056 | $4.10M | 0.00% | +10,425+3.0% | Added |