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, Q2 2022
Institutional positions in Invesco Municipal Opportunity Trust as of Jun 30, 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
- 108
- +3 vs. Q1 2022
- Shares held
- 15.3M
- +2.78M (+22.3%) vs. Q1 2022
- Total value
- $157.5M
- +$14.9M (+10.4%) vs. Q1 2022
- New holders
- 20
- 31 more added
- Sold out
- 17
- 22 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,281,530 | $44.2M | 5.27% | +1,496,032+53.7% | Added |
| Guggenheim Capital LLC | 1,821,560 | $18.8M | 0.15% | −124,061−6.4% | Reduced |
| UBS Group AG | 1,783,779 | $18.4M | 0.01% | +564,801+46.3% | Added |
| Sit Investment Associates Inc | 710,954 | $7.34M | 0.22% | +41,320+6.2% | Added |
| Morgan Stanley | 675,058 | $6.97M | 0.00% | +394,918+141.0% | Added |
| Rivernorth Capital Management, LLC | 641,166 | $6.62M | 0.27% | +182,653+39.8% | Added |
| Fiera Capital Corp | 439,148 | $4.54M | 0.01% | +22,473+5.4% | Added |
| Raymond James & Associates | 371,977 | $3.84M | 0.00% | +13,921+3.9% | Added |
| Van Eck Associates Corp | 306,817 | $3.17M | 0.01% | −62,384−16.9% | Reduced |
| Wells Fargo & Company | 254,054 | $2.63M | 0.00% | +19,614+8.4% | Added |
| BlackRock Inc. | 246,166 | $2.54M | 0.00% | +246,166 | New |
| Advisors Asset Management, Inc. | 211,976 | $2.19M | 0.04% | +211,976 | New |
| Bank of America Corp | 200,220 | $2.07M | 0.00% | −129,956−39.4% | Reduced |
| Robinson Capital Management, LLC | 182,428 | $1.89M | 1.40% | +30,523+20.1% | Added |
| Advisor Group Holdings, Inc. | 177,998 | $1.84M | 0.00% | +23,013+14.8% | Added |
| Invesco Ltd. | 168,550 | $1.74M | 0.00% | +38,331+29.4% | Added |
| Garner Asset Management Corp | 156,445 | $1.62M | 0.71% | +96,270+160.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 155,958 | $1.61M | 0.00% | −22,040−12.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 150,825 | $1.56M | 0.37% | +4,000+2.7% | Added |
| Raymond James Trust N.A. | 149,347 | $1.54M | 0.06% | −783−0.5% | Reduced |
| TCG Advisory Services, LLC | 134,006 | $1.38M | 0.43% | −19,870−12.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 119,307 | $1.23M | 0.01% | +11,065+10.2% | Added |
| Karpus Management, Inc. | 114,117 | $1.18M | 0.04% | +97,673+594.0% | Added |
| Cetera Advisor Networks LLC | 93,234 | $963.0K | 0.01% | +688+0.7% | Added |
| LPL Financial LLC | 89,064 | $920.0K | 0.00% | +13,446+17.8% | Added |
| CNH Partners LLC | 88,569 | $915.0K | 0.02% | +34,331+63.3% | Added |
| Royal Bank of Canada | 87,559 | $904.0K | 0.00% | +11,127+14.6% | Added |
| Stifel Financial Corp | 78,711 | $813.0K | 0.00% | −32,050−28.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 63,675 | $658.0K | 0.04% | +2,033+3.3% | Added |
| The PNC Financial Services Group, Inc. | 61,822 | $640.0K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 59,591 | $615.0K | 0.43% | −219−0.4% | Reduced |
| Ameriprise Financial Inc | 55,896 | $577.0K | 0.00% | +14,299+34.4% | Added |
| Financial Advocates Investment Management | 53,138 | $548.0K | 0.04% | −3,005−5.4% | Reduced |
| Wolverine Asset Management LLC | 52,455 | $541.0K | 0.01% | +8,618+19.7% | Added |
| Goldman Sachs Group Inc | 50,962 | $526.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 47,970 | $496.0K | 0.00% | +47,970 | New |
| Janney Montgomery Scott LLC | 47,814 | $491.0K | 0.00% | −28,351−37.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 46,964 | $485.0K | 0.01% | +7,553+19.2% | Added |
| Mariner Investment Group LLC | 35,611 | $368.0K | 0.39% | +35,611 | New |
| Commonwealth Equity Services, LLC | 35,106 | $362.0K | 0.00% | −1,367−3.7% | Reduced |
| Landscape Capital Management, L.L.C. | 33,419 | $345.0K | 0.05% | −50,294−60.1% | Reduced |
| Bank of Montreal | 29,195 | $321.0K | 0.00% | +233+0.8% | Added |
| Quad-Cities Investment Group, LLC | 29,350 | $303.0K | 0.22% | −9,929−25.3% | Reduced |
| Americana Partners, LLC | 24,200 | $301.0K | 0.05% | +24,200 | New |
| APCM Wealth Management for Individuals | 28,550 | $295.0K | 0.06% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 23,108 | $239.0K | 0.06% | +13,108+131.1% | Added |
| PFG Advisors | 22,046 | $228.0K | 0.03% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 21,667 | $224.0K | 0.00% | +21,667 | New |
| Kestra Advisory Services, LLC | 21,290 | $220.0K | 0.00% | +1,025+5.1% | Added |
| LexAurum Advisors, LLC | 20,170 | $208.0K | 0.08% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,000 | $207.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 19,811 | $205.0K | 0.00% | +19,811 | New |
| B. Riley Wealth Management, Inc. | 18,467 | $191.0K | 0.02% | −15,981−46.4% | Reduced |
| Charter Trust Co | 18,420 | $190.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18,240 | $188.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,468 | $180.0K | 0.00% | +2,885+19.8% | Added |
| Cetera Investment Advisers | 16,731 | $173.0K | 0.00% | −2,592−13.4% | Reduced |
| Sigma Planning Corp | 15,736 | $163.0K | 0.01% | +146+0.9% | Added |
| Capital Investment Advisors, LLC | 15,349 | $159.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 15,000 | $155.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $155.0K | 0.10% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 15,030 | $155.0K | 0.11% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,659 | $151.0K | 0.01% | +14,659 | New |
| Cresset Asset Management, LLC | 14,400 | $149.0K | 0.00% | +14,400 | New |
| Great Valley Advisor Group, Inc. | 13,760 | $142.0K | 0.01% | +13,760 | New |
| Baird Financial Group, Inc. | 13,114 | $136.0K | 0.00% | −50−0.4% | Reduced |
| Fairhaven Wealth Management, LLC | 13,206 | $136.0K | 0.06% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $135.0K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $134.0K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 12,912 | $133.0K | 0.09% | +12,912 | New |
| Boothbay Fund Management, LLC | 11,096 | $115.0K | 0.00% | +11,096 | New |
| Shufro Rose & Co LLC | 11,000 | $114.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,510 | $109.0K | 0.01% | −879−7.7% | Reduced |
| Wetherby Asset Management Inc | 10,592 | $109.0K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,512 | $109.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,591 | $109.0K | 0.01% | +10,591 | New |
| TNF LLC | 10,273 | $107.0K | 0.05% | +40.0% | Added |
| Berkeley Capital Partners, LLC | 10,387 | $107.0K | 0.04% | +10,387 | New |
| FinTrust Capital Advisors, LLC | 10,000 | $104.0K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $104.0K | 0.00% | +10,000 | New |
| JFS Wealth Advisors, LLC | 9,246 | $96.0K | 0.01% | −270,679−96.7% | Reduced |
| IFP Advisors, Inc | 6,562 | $77.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,542 | $57.0K | 0.00% | −9,489−63.1% | Reduced |
| Venture Visionary Partners LLC | 5,000 | $51.6K | 0.00% | +5,000 | New |
| Fifth Third Bancorp | 4,552 | $47.0K | 0.00% | −1,251−21.6% | Reduced |
| Ancora Advisors, LLC | 4,298 | $44.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3,964 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,056 | $31.0K | 0.01% | −10−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 3,010 | $31.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,474 | $26.0K | 0.00% | +34+1.4% | Added |
| Wagner Wealth Management, LLC | 2,541 | $26.0K | 0.02% | +2,541 | New |
| SeaCrest Wealth Management, LLC | 2,423 | $25.0K | 0.00% | +2,423 | New |
| Umb Bank N A | 1,948 | $20.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,765 | $18.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,544 | $16.0K | 0.00% | −1,056−40.6% | Reduced |
| Mascoma Wealth Management LLC | 1,411 | $15.0K | 0.01% | +1,411 | New |
| Spire Wealth Management | 1,264 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $12.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 841 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 726 | $7.00K | 0.00% | 00.0% | Unchanged |