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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 233 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 20,606 | $2.00K | 0.00% | +60.0% | Added |
| SOA Wealth Advisors, LLC. | 254 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 263 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 340 | $3.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 492 | $5.00K | 0.00% | +492 | New |
| First Bank & Trust | 726 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 619 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 841 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $12.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,264 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $15.0K | 0.01% | +1,411 | New |
| US Bancorp | 1,544 | $16.0K | 0.00% | −1,056−40.6% | Reduced |
| FourThought Financial, LLC | 1,765 | $18.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,948 | $20.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,423 | $25.0K | 0.00% | +2,423 | New |
| 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 |
| 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 |
| First PREMIER Bank | 3,964 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $44.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,552 | $47.0K | 0.00% | −1,251−21.6% | Reduced |
| Venture Visionary Partners LLC | 5,000 | $51.6K | 0.00% | +5,000 | New |
| Northwestern Mutual Wealth Management Co | 5,542 | $57.0K | 0.00% | −9,489−63.1% | Reduced |
| IFP Advisors, Inc | 6,562 | $77.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9,246 | $96.0K | 0.01% | −270,679−96.7% | Reduced |
| 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 |
| TNF LLC | 10,273 | $107.0K | 0.05% | +40.0% | Added |
| Berkeley Capital Partners, LLC | 10,387 | $107.0K | 0.04% | +10,387 | New |
| 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 |
| Shufro Rose & Co LLC | 11,000 | $114.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 11,096 | $115.0K | 0.00% | +11,096 | New |
| Collaborative Wealth Managment Inc. | 12,912 | $133.0K | 0.09% | +12,912 | New |
| Bokf, NA | 13,000 | $134.0K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $135.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Great Valley Advisor Group, Inc. | 13,760 | $142.0K | 0.01% | +13,760 | New |
| Cresset Asset Management, LLC | 14,400 | $149.0K | 0.00% | +14,400 | New |
| Harbour Investments, Inc. | 14,659 | $151.0K | 0.01% | +14,659 | New |
| 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 |
| Capital Investment Advisors, LLC | 15,349 | $159.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,736 | $163.0K | 0.01% | +146+0.9% | Added |
| Cetera Investment Advisers | 16,731 | $173.0K | 0.00% | −2,592−13.4% | Reduced |
| GWM Advisors LLC | 17,468 | $180.0K | 0.00% | +2,885+19.8% | Added |
| Hollencrest Capital Management | 18,240 | $188.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 18,420 | $190.0K | 0.02% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 18,467 | $191.0K | 0.02% | −15,981−46.4% | Reduced |
| CIBC Private Wealth Group, LLC | 19,811 | $205.0K | 0.00% | +19,811 | New |
| Advisory Services Network, LLC | 20,000 | $207.0K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20,170 | $208.0K | 0.08% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,290 | $220.0K | 0.00% | +1,025+5.1% | Added |
| Riverbridge Partners LLC | 21,667 | $224.0K | 0.00% | +21,667 | New |
| PFG Advisors | 22,046 | $228.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 23,108 | $239.0K | 0.06% | +13,108+131.1% | Added |
| APCM Wealth Management for Individuals | 28,550 | $295.0K | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 24,200 | $301.0K | 0.05% | +24,200 | New |
| Quad-Cities Investment Group, LLC | 29,350 | $303.0K | 0.22% | −9,929−25.3% | Reduced |
| Bank of Montreal | 29,195 | $321.0K | 0.00% | +233+0.8% | Added |
| Landscape Capital Management, L.L.C. | 33,419 | $345.0K | 0.05% | −50,294−60.1% | Reduced |
| Commonwealth Equity Services, LLC | 35,106 | $362.0K | 0.00% | −1,367−3.7% | Reduced |
| Mariner Investment Group LLC | 35,611 | $368.0K | 0.39% | +35,611 | New |
| Steward Partners Investment Advisory, LLC | 46,964 | $485.0K | 0.01% | +7,553+19.2% | Added |
| Janney Montgomery Scott LLC | 47,814 | $491.0K | 0.00% | −28,351−37.2% | Reduced |
| Brown Advisory Inc | 47,970 | $496.0K | 0.00% | +47,970 | New |
| Goldman Sachs Group Inc | 50,962 | $526.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 52,455 | $541.0K | 0.01% | +8,618+19.7% | Added |
| Financial Advocates Investment Management | 53,138 | $548.0K | 0.04% | −3,005−5.4% | Reduced |
| Ameriprise Financial Inc | 55,896 | $577.0K | 0.00% | +14,299+34.4% | Added |
| Capital Wealth Alliance, LLC | 59,591 | $615.0K | 0.43% | −219−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 61,822 | $640.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 63,675 | $658.0K | 0.04% | +2,033+3.3% | Added |
| Stifel Financial Corp | 78,711 | $813.0K | 0.00% | −32,050−28.9% | Reduced |
| Royal Bank of Canada | 87,559 | $904.0K | 0.00% | +11,127+14.6% | Added |
| CNH Partners LLC | 88,569 | $915.0K | 0.02% | +34,331+63.3% | Added |
| LPL Financial LLC | 89,064 | $920.0K | 0.00% | +13,446+17.8% | Added |
| Cetera Advisor Networks LLC | 93,234 | $963.0K | 0.01% | +688+0.7% | Added |
| Karpus Management, Inc. | 114,117 | $1.18M | 0.04% | +97,673+594.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 119,307 | $1.23M | 0.01% | +11,065+10.2% | Added |
| TCG Advisory Services, LLC | 134,006 | $1.38M | 0.43% | −19,870−12.9% | Reduced |
| Raymond James Trust N.A. | 149,347 | $1.54M | 0.06% | −783−0.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 150,825 | $1.56M | 0.37% | +4,000+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 155,958 | $1.61M | 0.00% | −22,040−12.4% | Reduced |
| Garner Asset Management Corp | 156,445 | $1.62M | 0.71% | +96,270+160.0% | Added |
| Invesco Ltd. | 168,550 | $1.74M | 0.00% | +38,331+29.4% | Added |
| Advisor Group Holdings, Inc. | 177,998 | $1.84M | 0.00% | +23,013+14.8% | Added |
| Robinson Capital Management, LLC | 182,428 | $1.89M | 1.40% | +30,523+20.1% | Added |
| Bank of America Corp | 200,220 | $2.07M | 0.00% | −129,956−39.4% | Reduced |
| Advisors Asset Management, Inc. | 211,976 | $2.19M | 0.04% | +211,976 | New |
| BlackRock Inc. | 246,166 | $2.54M | 0.00% | +246,166 | New |
| Wells Fargo & Company | 254,054 | $2.63M | 0.00% | +19,614+8.4% | Added |
| Van Eck Associates Corp | 306,817 | $3.17M | 0.01% | −62,384−16.9% | Reduced |