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, Q3 2022
Institutional positions in Invesco Municipal Opportunity Trust as of Sep 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
- 106
- −1 vs. Q2 2022
- Shares held
- 15.5M
- +212.4K (+1.4%) vs. Q2 2022
- Total value
- $140.6M
- −$16.7M (−10.6%) vs. Q2 2022
- New holders
- 10
- 33 more added
- Sold out
- 11
- 24 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,062,819 | $37.0M | 5.25% | −218,711−5.1% | Reduced |
| UBS Group AG | 1,885,170 | $17.2M | 0.01% | +101,391+5.7% | Added |
| Guggenheim Capital LLC | 1,778,260 | $16.2M | 0.15% | −43,300−2.4% | Reduced |
| Sit Investment Associates Inc | 1,047,726 | $9.54M | 0.29% | +336,772+47.4% | Added |
| Morgan Stanley | 542,367 | $4.94M | 0.00% | −132,691−19.7% | Reduced |
| Rivernorth Capital Management, LLC | 518,689 | $4.72M | 0.21% | −122,477−19.1% | Reduced |
| Fiera Capital Corp | 436,834 | $3.96M | 0.01% | −2,314−0.5% | Reduced |
| Raymond James & Associates | 394,138 | $3.59M | 0.00% | +22,161+6.0% | Added |
| Van Eck Associates Corp | 341,291 | $3.11M | 0.01% | +34,474+11.2% | Added |
| Wells Fargo & Company | 276,992 | $2.52M | 0.00% | +22,938+9.0% | Added |
| JFS Wealth Advisors, LLC | 253,621 | $2.31M | 0.25% | +244,375+2,643.0% | Added |
| BlackRock Inc. | 246,166 | $2.24M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 214,451 | $1.95M | 0.00% | +36,453+20.5% | Added |
| Advisors Asset Management, Inc. | 206,477 | $1.88M | 0.04% | −5,499−2.6% | Reduced |
| Robinson Capital Management, LLC | 184,028 | $1.68M | 1.34% | +1,600+0.9% | Added |
| Garner Asset Management Corp | 183,155 | $1.67M | 0.89% | +26,710+17.1% | Added |
| Invesco Ltd. | 157,889 | $1.44M | 0.00% | −10,661−6.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 155,517 | $1.42M | 0.00% | −441−0.3% | Reduced |
| Raymond James Trust N.A. | 149,347 | $1.36M | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 133,975 | $1.22M | 0.37% | −310.0% | Reduced |
| Bank of America Corp | 133,242 | $1.21M | 0.00% | −66,978−33.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 129,754 | $1.18M | 0.01% | +10,447+8.8% | Added |
| Cetera Advisor Networks LLC | 128,446 | $1.17M | 0.01% | +35,212+37.8% | Added |
| Royal Bank of Canada | 113,334 | $1.03M | 0.00% | +25,775+29.4% | Added |
| CNH Partners LLC | 110,217 | $1.00M | 0.02% | +21,648+24.4% | Added |
| Summit Financial Wealth Advisors, LLC | 96,275 | $848.0K | 0.24% | −54,550−36.2% | Reduced |
| Hightower 6M Holding, LLC | 84,089 | $766.0K | 0.07% | +84,089 | New |
| Wolverine Asset Management LLC | 72,745 | $662.0K | 0.01% | +20,290+38.7% | Added |
| LPL Financial LLC | 70,448 | $642.0K | 0.00% | −18,616−20.9% | Reduced |
| The PNC Financial Services Group, Inc. | 66,907 | $609.0K | 0.00% | +5,085+8.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 61,368 | $559.0K | 0.04% | −2,307−3.6% | Reduced |
| Stifel Financial Corp | 60,347 | $550.0K | 0.00% | −18,364−23.3% | Reduced |
| Commonwealth Equity Services, LLC | 60,404 | $550.0K | 0.00% | +25,298+72.1% | Added |
| Capital Wealth Alliance, LLC | 58,254 | $529.0K | 0.44% | −1,337−2.2% | Reduced |
| Financial Advocates Investment Management | 52,731 | $480.0K | 0.04% | −407−0.8% | Reduced |
| Janney Montgomery Scott LLC | 52,355 | $477.0K | 0.00% | +4,541+9.5% | Added |
| Steward Partners Investment Advisory, LLC | 51,570 | $470.0K | 0.01% | +4,606+9.8% | Added |
| Goldman Sachs Group Inc | 50,962 | $464.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 49,246 | $449.0K | 0.00% | −6,650−11.9% | Reduced |
| Brown Advisory Inc | 47,970 | $437.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 39,148 | $397.0K | 0.00% | +9,953+34.1% | Added |
| Mariner Investment Group LLC | 40,611 | $370.0K | 0.42% | +5,000+14.0% | Added |
| Landscape Capital Management, L.L.C. | 38,049 | $347.0K | 0.05% | +4,630+13.9% | Added |
| APCM Wealth Management for Individuals | 28,550 | $260.0K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 23,572 | $215.0K | 0.00% | +2,282+10.7% | Added |
| Americana Partners, LLC | 22,200 | $202.0K | 0.04% | −2,000−8.3% | Reduced |
| Riverbridge Partners LLC | 22,227 | $202.0K | 0.00% | +560+2.6% | Added |
| National Asset Management, Inc. | 20,249 | $185.0K | 0.01% | +20,249 | New |
| LexAurum Advisors, LLC | 20,170 | $184.0K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,000 | $182.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 19,736 | $180.0K | 0.02% | +19,736 | New |
| Hollencrest Capital Management | 18,240 | $166.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,852 | $163.0K | 0.00% | +384+2.2% | Added |
| Harbour Investments, Inc. | 14,659 | $151.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 15,349 | $140.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 15,000 | $137.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $137.0K | 0.09% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 15,030 | $137.0K | 0.10% | 00.0% | Unchanged |
| Bokf, NA | 14,988 | $137.0K | 0.00% | +1,988+15.3% | Added |
| Cresset Asset Management, LLC | 14,970 | $136.0K | 0.00% | +570+4.0% | Added |
| Summit Trail Advisors, LLC | 14,944 | $136.0K | 0.01% | +14,944 | New |
| Great Valley Advisor Group, Inc. | 13,760 | $125.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,114 | $120.0K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 13,206 | $120.0K | 0.05% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $119.0K | 0.12% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 12,912 | $118.0K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,528 | $115.0K | 0.00% | +12,528 | New |
| Quad-Cities Investment Group, LLC | 12,393 | $113.0K | 0.09% | −16,957−57.8% | Reduced |
| Berkeley Capital Partners, LLC | 12,387 | $113.0K | 0.05% | +2,000+19.3% | Added |
| Cetera Investment Advisers | 12,231 | $111.0K | 0.00% | −4,500−26.9% | Reduced |
| Sigma Planning Corp | 12,186 | $111.0K | 0.00% | −3,550−22.6% | Reduced |
| Independent Financial Group, LLC | 12,000 | $109.3K | 0.01% | +12,000 | New |
| Shufro Rose & Co LLC | 11,000 | $100.0K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $100.0K | 0.05% | +10,984 | New |
| Wedbush Securities Inc | 10,510 | $96.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,592 | $96.0K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,512 | $96.0K | 0.00% | 00.0% | Unchanged |
| TNF LLC | 10,276 | $94.0K | 0.05% | +30.0% | Added |
| FinTrust Capital Advisors, LLC | 10,000 | $91.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,562 | $77.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $39.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,979 | $36.0K | 0.00% | −1,563−28.2% | Reduced |
| First PREMIER Bank | 3,964 | $36.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,552 | $32.0K | 0.00% | −1,000−22.0% | Reduced |
| Ellis Investment Partners, LLC | 3,098 | $28.0K | 0.01% | +42+1.4% | Added |
| Rockefeller Capital Management L.P. | 3,010 | $27.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,508 | $23.0K | 0.00% | +34+1.4% | Added |
| Wagner Wealth Management, LLC | 2,541 | $23.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,948 | $18.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,765 | $16.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,755 | $16.0K | 0.00% | +1,755 | New |
| US Bancorp | 1,544 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,531 | $14.0K | 0.00% | +1,531 | New |
| Mascoma Wealth Management LLC | 1,411 | $13.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,264 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 628 | $6.00K | 0.00% | +9+1.5% | Added |
| Roble, Belko & Company, Inc | 492 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 340 | $3.10K | 0.00% | 00.0% | Unchanged |