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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Geneos Wealth Management Inc. | 295 | $2.00K | 0.00% | −546−64.9% | Reduced |
| Northern Trust Corp | 20,612 | $2.00K | 0.00% | +60.0% | Added |
| Endurance Wealth Management, Inc. | 233 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 254 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 368 | $3.00K | 0.00% | +105+39.9% | Added |
| Caldwell Trust Co | 340 | $3.10K | 0.00% | 00.0% | Unchanged |
| 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 |
| Beacon Capital Management, LLC | 628 | $6.00K | 0.00% | +9+1.5% | Added |
| TSFG, LLC | 1,136 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,264 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $13.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,544 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,531 | $14.0K | 0.00% | +1,531 | New |
| 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 |
| Umb Bank N A | 1,948 | $18.0K | 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 |
| Rockefeller Capital Management L.P. | 3,010 | $27.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,098 | $28.0K | 0.01% | +42+1.4% | Added |
| Fifth Third Bancorp | 3,552 | $32.0K | 0.00% | −1,000−22.0% | Reduced |
| 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 |
| Ancora Advisors, LLC | 4,298 | $39.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,562 | $77.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 10,000 | $91.0K | 0.02% | 00.0% | Unchanged |
| TNF LLC | 10,276 | $94.0K | 0.05% | +30.0% | Added |
| 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 |
| 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 |
| Independent Financial Group, LLC | 12,000 | $109.3K | 0.01% | +12,000 | New |
| 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 |
| 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 |
| HighTower Advisors, LLC | 12,528 | $115.0K | 0.00% | +12,528 | New |
| Collaborative Wealth Managment Inc. | 12,912 | $118.0K | 0.08% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $119.0K | 0.12% | 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 |
| Great Valley Advisor Group, Inc. | 13,760 | $125.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Capital Investment Advisors, LLC | 15,349 | $140.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,659 | $151.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,852 | $163.0K | 0.00% | +384+2.2% | Added |
| Hollencrest Capital Management | 18,240 | $166.0K | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 19,736 | $180.0K | 0.02% | +19,736 | New |
| Advisory Services Network, LLC | 20,000 | $182.0K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20,170 | $184.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,249 | $185.0K | 0.01% | +20,249 | New |
| 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 |
| Kestra Advisory Services, LLC | 23,572 | $215.0K | 0.00% | +2,282+10.7% | Added |
| APCM Wealth Management for Individuals | 28,550 | $260.0K | 0.05% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 38,049 | $347.0K | 0.05% | +4,630+13.9% | Added |
| Mariner Investment Group LLC | 40,611 | $370.0K | 0.42% | +5,000+14.0% | Added |
| Bank of Montreal | 39,148 | $397.0K | 0.00% | +9,953+34.1% | Added |
| Brown Advisory Inc | 47,970 | $437.0K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 49,246 | $449.0K | 0.00% | −6,650−11.9% | Reduced |
| Goldman Sachs Group Inc | 50,962 | $464.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 51,570 | $470.0K | 0.01% | +4,606+9.8% | Added |
| Janney Montgomery Scott LLC | 52,355 | $477.0K | 0.00% | +4,541+9.5% | Added |
| Financial Advocates Investment Management | 52,731 | $480.0K | 0.04% | −407−0.8% | Reduced |
| Capital Wealth Alliance, LLC | 58,254 | $529.0K | 0.44% | −1,337−2.2% | 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 |
| Hennion & Walsh Asset Management, Inc. | 61,368 | $559.0K | 0.04% | −2,307−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 66,907 | $609.0K | 0.00% | +5,085+8.2% | Added |
| LPL Financial LLC | 70,448 | $642.0K | 0.00% | −18,616−20.9% | Reduced |
| Wolverine Asset Management LLC | 72,745 | $662.0K | 0.01% | +20,290+38.7% | Added |
| Hightower 6M Holding, LLC | 84,089 | $766.0K | 0.07% | +84,089 | New |
| Summit Financial Wealth Advisors, LLC | 96,275 | $848.0K | 0.24% | −54,550−36.2% | Reduced |
| CNH Partners LLC | 110,217 | $1.00M | 0.02% | +21,648+24.4% | Added |
| Royal Bank of Canada | 113,334 | $1.03M | 0.00% | +25,775+29.4% | Added |
| Cetera Advisor Networks LLC | 128,446 | $1.17M | 0.01% | +35,212+37.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,754 | $1.18M | 0.01% | +10,447+8.8% | Added |
| Bank of America Corp | 133,242 | $1.21M | 0.00% | −66,978−33.5% | Reduced |
| TCG Advisory Services, LLC | 133,975 | $1.22M | 0.37% | −310.0% | Reduced |
| Raymond James Trust N.A. | 149,347 | $1.36M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 155,517 | $1.42M | 0.00% | −441−0.3% | Reduced |
| Invesco Ltd. | 157,889 | $1.44M | 0.00% | −10,661−6.3% | Reduced |
| Garner Asset Management Corp | 183,155 | $1.67M | 0.89% | +26,710+17.1% | Added |
| Robinson Capital Management, LLC | 184,028 | $1.68M | 1.34% | +1,600+0.9% | Added |
| Advisors Asset Management, Inc. | 206,477 | $1.88M | 0.04% | −5,499−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 214,451 | $1.95M | 0.00% | +36,453+20.5% | Added |
| BlackRock Inc. | 246,166 | $2.24M | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 253,621 | $2.31M | 0.25% | +244,375+2,643.0% | Added |
| Wells Fargo & Company | 276,992 | $2.52M | 0.00% | +22,938+9.0% | Added |
| Van Eck Associates Corp | 341,291 | $3.11M | 0.01% | +34,474+11.2% | Added |
| Raymond James & Associates | 394,138 | $3.59M | 0.00% | +22,161+6.0% | Added |
| Fiera Capital Corp | 436,834 | $3.96M | 0.01% | −2,314−0.5% | Reduced |