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, Q4 2022
Institutional positions in Invesco Municipal Opportunity Trust as of Dec 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
- 109
- +5 vs. Q3 2022
- Shares held
- 18.5M
- +3.11M (+20.3%) vs. Q3 2022
- Total value
- $183.0M
- +$43.2M (+30.9%) vs. Q3 2022
- New holders
- 17
- 39 more added
- Sold out
- 12
- 26 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,354,789 | $43.2M | 5.06% | +291,970+7.2% | Added |
| Guggenheim Capital LLC | 1,753,247 | $17.4M | 0.15% | −25,013−1.4% | Reduced |
| UBS Group AG | 1,593,462 | $15.8M | 0.01% | −291,708−15.5% | Reduced |
| Sit Investment Associates Inc | 1,317,863 | $13.1M | 0.37% | +270,137+25.8% | Added |
| Karpus Management, Inc. | 1,271,070 | $12.6M | 0.43% | +1,271,070 | New |
| Rivernorth Capital Management, LLC | 899,799 | $8.92M | 0.40% | +381,110+73.5% | Added |
| Fiera Capital Corp | 852,130 | $8.44M | 0.03% | +415,296+95.1% | Added |
| Morgan Stanley | 626,079 | $6.20M | 0.00% | +83,712+15.4% | Added |
| Raymond James & Associates | 428,242 | $4.24M | 0.00% | +34,104+8.7% | Added |
| Van Eck Associates Corp | 372,494 | $3.69M | 0.01% | +31,203+9.1% | Added |
| Robinson Capital Management, LLC | 341,405 | $3.36M | 1.71% | +157,377+85.5% | Added |
| JFS Wealth Advisors, LLC | 253,752 | $2.51M | 0.25% | +131+0.1% | Added |
| Wells Fargo & Company | 251,541 | $2.49M | 0.00% | −25,451−9.2% | Reduced |
| BlackRock Inc. | 246,166 | $2.44M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 214,465 | $2.12M | 0.00% | +140.0% | Added |
| Garner Asset Management Corp | 209,965 | $2.08M | 1.03% | +26,810+14.6% | Added |
| Wakefield Asset Management LLLP | 178,088 | $1.76M | 0.75% | +178,088 | New |
| Raymond James Financial Services Advisors, Inc. | 176,516 | $1.75M | 0.00% | +20,999+13.5% | Added |
| Logan Stone Capital, LLC | 164,897 | $1.63M | 0.61% | +164,897 | New |
| Cetera Advisor Networks LLC | 154,823 | $1.53M | 0.01% | +26,377+20.5% | Added |
| CNH Partners LLC | 152,544 | $1.51M | 0.04% | +42,327+38.4% | Added |
| Raymond James Trust N.A. | 145,347 | $1.44M | 0.05% | −4,000−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 131,880 | $1.31M | 0.01% | +2,126+1.6% | Added |
| TCG Advisory Services, LLC | 131,313 | $1.30M | 0.51% | −2,662−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 109,778 | $1.09M | 0.00% | +49,374+81.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 109,104 | $1.08M | 0.07% | +47,736+77.8% | Added |
| Advisors Asset Management, Inc. | 100,748 | $998.4K | 0.02% | −105,729−51.2% | Reduced |
| LPL Financial LLC | 97,074 | $962.0K | 0.00% | +26,626+37.8% | Added |
| Invesco Ltd. | 95,492 | $946.3K | 0.00% | −62,397−39.5% | Reduced |
| Royal Bank of Canada | 88,024 | $872.0K | 0.00% | −25,310−22.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 83,575 | $828.2K | 0.20% | −12,700−13.2% | Reduced |
| Weiss Asset Management LP | 76,974 | $762.8K | 0.04% | +76,974 | New |
| The PNC Financial Services Group, Inc. | 67,517 | $669.1K | 0.00% | +610+0.9% | Added |
| Brown Advisory Inc | 65,818 | $652.3K | 0.00% | +17,848+37.2% | Added |
| Bank of Montreal | 60,016 | $633.8K | 0.00% | +20,868+53.3% | Added |
| Bank of America Corp | 62,223 | $616.6K | 0.00% | −71,019−53.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 62,191 | $616.3K | 0.01% | +10,621+20.6% | Added |
| Stifel Financial Corp | 60,850 | $603.0K | 0.00% | +503+0.8% | Added |
| Petra Financial Advisors Inc | 60,440 | $599.0K | 0.66% | +60,440 | New |
| Capital Wealth Alliance, LLC | 58,611 | $576.4K | 0.48% | +357+0.6% | Added |
| Ameriprise Financial Inc | 54,059 | $536.0K | 0.00% | +4,813+9.8% | Added |
| Janney Montgomery Scott LLC | 52,582 | $521.0K | 0.00% | +227+0.4% | Added |
| Melfa Wealth Management, LLC | 52,037 | $515.7K | 0.54% | +52,037 | New |
| Goldman Sachs Group Inc | 51,762 | $513.0K | 0.00% | +800+1.6% | Added |
| Financial Advocates Investment Management | 51,032 | $505.7K | 0.04% | −1,699−3.2% | Reduced |
| Dakota Wealth Management | 51,000 | $505.4K | 0.04% | +51,000 | New |
| Stephens Inc | 34,300 | $339.9K | 0.01% | +34,300 | New |
| Landscape Capital Management, L.L.C. | 31,837 | $315.5K | 0.05% | −6,212−16.3% | Reduced |
| APCM Wealth Management for Individuals | 28,550 | $282.9K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 26,677 | $264.4K | 0.01% | +11,733+78.5% | Added |
| Riverbridge Partners LLC | 23,166 | $230.0K | 0.00% | +939+4.2% | Added |
| Stordahl Capital Management, Inc. | 20,708 | $205.2K | 0.07% | +20,708 | New |
| National Asset Management, Inc. | 20,443 | $202.6K | 0.01% | +194+1.0% | Added |
| LexAurum Advisors, LLC | 20,170 | $199.9K | 0.07% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 20,000 | $198.2K | 0.04% | +20,000 | New |
| Charter Trust Co | 19,795 | $196.2K | 0.02% | +19,795 | New |
| Wetherby Asset Management Inc | 19,119 | $189.5K | 0.01% | +8,527+80.5% | Added |
| Americana Partners, LLC | 18,800 | $186.3K | 0.03% | −3,400−15.3% | Reduced |
| GWM Advisors LLC | 17,935 | $177.7K | 0.00% | +83+0.5% | Added |
| Virtu Financial LLC | 15,668 | $155.0K | 0.02% | +15,668 | New |
| Capital Investment Advisors, LLC | 15,349 | $152.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 15,000 | $148.7K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 15,000 | $148.7K | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 15,000 | $148.7K | 0.01% | +15,000 | New |
| Advisory Services Network, LLC | 14,000 | $138.7K | 0.00% | −6,000−30.0% | Reduced |
| Harbour Investments, Inc. | 13,864 | $137.4K | 0.01% | −795−5.4% | Reduced |
| Great Valley Advisor Group, Inc. | 13,760 | $136.4K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 13,600 | $134.8K | 0.04% | +13,600 | New |
| Northern Trust Corp | 13,511 | $133.9K | 0.00% | −7,101−34.5% | Reduced |
| Fairhaven Wealth Management, LLC | 13,206 | $130.9K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,114 | $130.0K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $129.5K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $128.8K | 0.00% | −1,988−13.3% | Reduced |
| Collaborative Wealth Managment Inc. | 12,912 | $128.0K | 0.08% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,433 | $123.2K | 0.00% | −11,139−47.3% | Reduced |
| Berkeley Capital Partners, LLC | 12,387 | $122.8K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,221 | $121.1K | 0.00% | +35+0.3% | Added |
| HighTower Advisors, LLC | 12,254 | $121.0K | 0.00% | −274−2.2% | Reduced |
| Shufro Rose & Co LLC | 11,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $108.9K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,512 | $104.2K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 10,511 | $104.2K | 0.08% | −1,882−15.2% | Reduced |
| TNF LLC | 10,060 | $99.9K | 0.05% | −216−2.1% | Reduced |
| Cetera Investment Advisers | 10,040 | $99.5K | 0.00% | −2,191−17.9% | Reduced |
| Worth Asset Management, LLC | 10,020 | $99.3K | 0.07% | −5,010−33.3% | Reduced |
| Belpointe Asset Management LLC | 7,200 | $71.4K | 0.00% | +7,200 | New |
| Northwestern Mutual Wealth Management Co | 5,142 | $51.0K | 0.00% | +1,163+29.2% | Added |
| Ancora Advisors, LLC | 4,298 | $43.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,253 | $42.0K | 0.00% | +2,305+118.3% | Added |
| First PREMIER Bank | 3,964 | $39.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,010 | $29.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,542 | $25.2K | 0.00% | +34+1.4% | Added |
| Fifth Third Bancorp | 1,677 | $16.6K | 0.00% | −1,875−52.8% | Reduced |
| Mascoma Wealth Management LLC | 1,411 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,264 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,364 | $9.68K | 0.00% | +394+2.6% | Added |
| CWM, LLC | 694 | $7.00K | 0.00% | +326+88.6% | Added |
| Beacon Capital Management, LLC | 645 | $6.39K | 0.00% | +17+2.7% | Added |
| US Bancorp | 526 | $5.21K | 0.00% | −1,018−65.9% | Reduced |