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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $10 | 0.00% | – | New |
| IFP Advisors, Inc | 180 | $2.00K | 0.00% | −6,382−97.3% | Reduced |
| Endurance Wealth Management, Inc. | 233 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 254 | $2.52K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $2.92K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 318 | $3.15K | 0.00% | +318 | New |
| Caldwell Trust Co | 340 | $3.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.41K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 492 | $5.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 526 | $5.21K | 0.00% | −1,018−65.9% | Reduced |
| Beacon Capital Management, LLC | 645 | $6.39K | 0.00% | +17+2.7% | Added |
| CWM, LLC | 694 | $7.00K | 0.00% | +326+88.6% | Added |
| Cresset Asset Management, LLC | 15,364 | $9.68K | 0.00% | +394+2.6% | Added |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,264 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,677 | $16.6K | 0.00% | −1,875−52.8% | Reduced |
| Allworth Financial LP | 2,542 | $25.2K | 0.00% | +34+1.4% | Added |
| Rockefeller Capital Management L.P. | 3,010 | $29.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3,964 | $39.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,253 | $42.0K | 0.00% | +2,305+118.3% | Added |
| Ancora Advisors, LLC | 4,298 | $43.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,142 | $51.0K | 0.00% | +1,163+29.2% | Added |
| Belpointe Asset Management LLC | 7,200 | $71.4K | 0.00% | +7,200 | New |
| Worth Asset Management, LLC | 10,020 | $99.3K | 0.07% | −5,010−33.3% | Reduced |
| Cetera Investment Advisers | 10,040 | $99.5K | 0.00% | −2,191−17.9% | Reduced |
| TNF LLC | 10,060 | $99.9K | 0.05% | −216−2.1% | Reduced |
| Quad-Cities Investment Group, LLC | 10,511 | $104.2K | 0.08% | −1,882−15.2% | Reduced |
| Modera Wealth Management, LLC | 10,512 | $104.2K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $108.9K | 0.05% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,254 | $121.0K | 0.00% | −274−2.2% | Reduced |
| Sigma Planning Corp | 12,221 | $121.1K | 0.00% | +35+0.3% | Added |
| Berkeley Capital Partners, LLC | 12,387 | $122.8K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,433 | $123.2K | 0.00% | −11,139−47.3% | Reduced |
| Collaborative Wealth Managment Inc. | 12,912 | $128.0K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $128.8K | 0.00% | −1,988−13.3% | Reduced |
| Kercheville Advisors, LLC | 13,067 | $129.5K | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,114 | $130.0K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 13,206 | $130.9K | 0.06% | 00.0% | Unchanged |
| Northern Trust Corp | 13,511 | $133.9K | 0.00% | −7,101−34.5% | Reduced |
| Wellspring Financial Advisors, LLC | 13,600 | $134.8K | 0.04% | +13,600 | New |
| Great Valley Advisor Group, Inc. | 13,760 | $136.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,864 | $137.4K | 0.01% | −795−5.4% | Reduced |
| Advisory Services Network, LLC | 14,000 | $138.7K | 0.00% | −6,000−30.0% | Reduced |
| 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 |
| Capital Investment Advisors, LLC | 15,349 | $152.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,668 | $155.0K | 0.02% | +15,668 | New |
| GWM Advisors LLC | 17,935 | $177.7K | 0.00% | +83+0.5% | Added |
| Americana Partners, LLC | 18,800 | $186.3K | 0.03% | −3,400−15.3% | Reduced |
| Wetherby Asset Management Inc | 19,119 | $189.5K | 0.01% | +8,527+80.5% | Added |
| Charter Trust Co | 19,795 | $196.2K | 0.02% | +19,795 | New |
| Planning Alternatives Ltd | 20,000 | $198.2K | 0.04% | +20,000 | New |
| LexAurum Advisors, LLC | 20,170 | $199.9K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,443 | $202.6K | 0.01% | +194+1.0% | Added |
| Stordahl Capital Management, Inc. | 20,708 | $205.2K | 0.07% | +20,708 | New |
| Riverbridge Partners LLC | 23,166 | $230.0K | 0.00% | +939+4.2% | Added |
| Summit Trail Advisors, LLC | 26,677 | $264.4K | 0.01% | +11,733+78.5% | Added |
| APCM Wealth Management for Individuals | 28,550 | $282.9K | 0.05% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 31,837 | $315.5K | 0.05% | −6,212−16.3% | Reduced |
| Stephens Inc | 34,300 | $339.9K | 0.01% | +34,300 | New |
| Dakota Wealth Management | 51,000 | $505.4K | 0.04% | +51,000 | New |
| Financial Advocates Investment Management | 51,032 | $505.7K | 0.04% | −1,699−3.2% | Reduced |
| Goldman Sachs Group Inc | 51,762 | $513.0K | 0.00% | +800+1.6% | Added |
| Melfa Wealth Management, LLC | 52,037 | $515.7K | 0.54% | +52,037 | New |
| Janney Montgomery Scott LLC | 52,582 | $521.0K | 0.00% | +227+0.4% | Added |
| Ameriprise Financial Inc | 54,059 | $536.0K | 0.00% | +4,813+9.8% | Added |
| Capital Wealth Alliance, LLC | 58,611 | $576.4K | 0.48% | +357+0.6% | Added |
| Petra Financial Advisors Inc | 60,440 | $599.0K | 0.66% | +60,440 | New |
| Stifel Financial Corp | 60,850 | $603.0K | 0.00% | +503+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 62,191 | $616.3K | 0.01% | +10,621+20.6% | Added |
| Bank of America Corp | 62,223 | $616.6K | 0.00% | −71,019−53.3% | Reduced |
| Bank of Montreal | 60,016 | $633.8K | 0.00% | +20,868+53.3% | Added |
| Brown Advisory Inc | 65,818 | $652.3K | 0.00% | +17,848+37.2% | Added |
| The PNC Financial Services Group, Inc. | 67,517 | $669.1K | 0.00% | +610+0.9% | Added |
| Weiss Asset Management LP | 76,974 | $762.8K | 0.04% | +76,974 | New |
| Summit Financial Wealth Advisors, LLC | 83,575 | $828.2K | 0.20% | −12,700−13.2% | Reduced |
| Royal Bank of Canada | 88,024 | $872.0K | 0.00% | −25,310−22.3% | Reduced |
| Invesco Ltd. | 95,492 | $946.3K | 0.00% | −62,397−39.5% | Reduced |
| LPL Financial LLC | 97,074 | $962.0K | 0.00% | +26,626+37.8% | Added |
| Advisors Asset Management, Inc. | 100,748 | $998.4K | 0.02% | −105,729−51.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 109,104 | $1.08M | 0.07% | +47,736+77.8% | Added |
| Commonwealth Equity Services, LLC | 109,778 | $1.09M | 0.00% | +49,374+81.7% | Added |
| TCG Advisory Services, LLC | 131,313 | $1.30M | 0.51% | −2,662−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 131,880 | $1.31M | 0.01% | +2,126+1.6% | Added |
| Raymond James Trust N.A. | 145,347 | $1.44M | 0.05% | −4,000−2.7% | Reduced |
| CNH Partners LLC | 152,544 | $1.51M | 0.04% | +42,327+38.4% | Added |
| Cetera Advisor Networks LLC | 154,823 | $1.53M | 0.01% | +26,377+20.5% | Added |
| Logan Stone Capital, LLC | 164,897 | $1.63M | 0.61% | +164,897 | New |
| Raymond James Financial Services Advisors, Inc. | 176,516 | $1.75M | 0.00% | +20,999+13.5% | Added |
| Wakefield Asset Management LLLP | 178,088 | $1.76M | 0.75% | +178,088 | New |
| Garner Asset Management Corp | 209,965 | $2.08M | 1.03% | +26,810+14.6% | Added |
| Advisor Group Holdings, Inc. | 214,465 | $2.12M | 0.00% | +140.0% | Added |
| BlackRock Inc. | 246,166 | $2.44M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 251,541 | $2.49M | 0.00% | −25,451−9.2% | Reduced |
| JFS Wealth Advisors, LLC | 253,752 | $2.51M | 0.25% | +131+0.1% | Added |
| Robinson Capital Management, LLC | 341,405 | $3.36M | 1.71% | +157,377+85.5% | Added |
| Van Eck Associates Corp | 372,494 | $3.69M | 0.01% | +31,203+9.1% | Added |