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, Q1 2023
Institutional positions in Invesco Municipal Opportunity Trust as of Mar 31, 2023. 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
- 105
- −3 vs. Q4 2022
- Shares held
- 19.0M
- +535.0K (+2.9%) vs. Q4 2022
- Total value
- $186.4M
- +$3.46M (+1.9%) vs. Q4 2022
- New holders
- 9
- 32 more added
- Sold out
- 12
- 29 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,654,737 | $45.7M | 5.46% | +299,948+6.9% | Added |
| Rivernorth Capital Management, LLC | 1,561,519 | $15.3M | 0.74% | +661,720+73.5% | Added |
| UBS Group AG | 1,534,130 | $15.0M | 0.01% | −59,332−3.7% | Reduced |
| Sit Investment Associates Inc | 1,424,427 | $14.0M | 0.38% | +106,564+8.1% | Added |
| Karpus Management, Inc. | 1,335,666 | $13.1M | 0.41% | +64,596+5.1% | Added |
| Guggenheim Capital LLC | 967,624 | $9.49M | 0.08% | −785,623−44.8% | Reduced |
| Fiera Capital Corp | 813,216 | $7.98M | 0.02% | −38,914−4.6% | Reduced |
| Morgan Stanley | 572,349 | $5.61M | 0.00% | −53,730−8.6% | Reduced |
| Van Eck Associates Corp | 438,137 | $4.30M | 0.01% | +65,643+17.6% | Added |
| Raymond James & Associates | 410,482 | $4.03M | 0.00% | −17,760−4.1% | Reduced |
| Robinson Capital Management, LLC | 358,944 | $3.40M | 1.60% | +17,539+5.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 343,216 | $3.37M | 0.21% | +234,112+214.6% | Added |
| Advisor Group Holdings, Inc. | 274,948 | $2.70M | 0.01% | +60,483+28.2% | Added |
| JFS Wealth Advisors, LLC | 253,864 | $2.49M | 0.23% | +1120.0% | Added |
| BlackRock Inc. | 246,166 | $2.41M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 236,197 | $2.32M | 0.00% | −15,344−6.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 203,495 | $2.00M | 0.00% | +26,979+15.3% | Added |
| Wakefield Asset Management LLLP | 193,585 | $1.90M | 0.79% | +15,497+8.7% | Added |
| LPL Financial LLC | 184,703 | $1.81M | 0.00% | +87,629+90.3% | Added |
| Logan Stone Capital, LLC | 183,403 | $1.80M | 0.71% | +18,506+11.2% | Added |
| CNH Partners LLC | 174,316 | $1.71M | 0.05% | +21,772+14.3% | Added |
| Garner Asset Management Corp | 168,546 | $1.65M | 0.78% | −41,419−19.7% | Reduced |
| Raymond James Trust N.A. | 147,947 | $1.45M | 0.05% | +2,600+1.8% | Added |
| Cetera Advisor Networks LLC | 125,056 | $1.23M | 0.01% | −29,767−19.2% | Reduced |
| TCG Advisory Services, LLC | 125,010 | $1.23M | 0.26% | −6,303−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 117,058 | $1.15M | 0.01% | −14,822−11.2% | Reduced |
| Dakota Wealth Management | 116,800 | $1.15M | 0.08% | +65,800+129.0% | Added |
| Commonwealth Equity Services, LLC | 115,467 | $1.13M | 0.00% | +5,689+5.2% | Added |
| Royal Bank of Canada | 100,782 | $989.0K | 0.00% | +12,758+14.5% | Added |
| Advisors Asset Management, Inc. | 97,514 | $956.6K | 0.02% | −3,234−3.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 78,575 | $770.8K | 0.18% | −5,000−6.0% | Reduced |
| Capital Wealth Alliance, LLC | 76,949 | $752.6K | 0.61% | +18,338+31.3% | Added |
| The PNC Financial Services Group, Inc. | 71,174 | $698.2K | 0.00% | +3,657+5.4% | Added |
| Allspring Global Investments Holdings, LLC | 69,900 | $685.7K | 0.00% | +69,900 | New |
| Brown Advisory Inc | 65,818 | $645.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 56,451 | $610.8K | 0.00% | −3,565−5.9% | Reduced |
| Petra Financial Advisors Inc | 60,440 | $592.9K | 0.59% | 00.0% | Unchanged |
| Stifel Financial Corp | 58,347 | $572.4K | 0.00% | −2,503−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 57,045 | $559.6K | 0.01% | −5,146−8.3% | Reduced |
| Bank of America Corp | 52,436 | $514.4K | 0.00% | −9,787−15.7% | Reduced |
| Ameriprise Financial Inc | 52,383 | $513.9K | 0.00% | −1,676−3.1% | Reduced |
| Melfa Wealth Management, LLC | 52,050 | $510.6K | 0.51% | +130.0% | Added |
| Janney Montgomery Scott LLC | 51,920 | $509.0K | 0.00% | −662−1.3% | Reduced |
| Financial Advocates Investment Management | 50,493 | $495.3K | 0.04% | −539−1.1% | Reduced |
| Invesco Ltd. | 43,955 | $431.2K | 0.00% | −51,537−54.0% | Reduced |
| JPMorgan Chase & Co | 34,190 | $335.0K | 0.00% | +34,190 | New |
| APCM Wealth Management for Individuals | 28,550 | $280.1K | 0.05% | 00.0% | Unchanged |
| Woodline Partners LP | 27,728 | $272.0K | 0.00% | +27,728 | New |
| Stephens Inc | 24,300 | $238.4K | 0.00% | −10,000−29.2% | Reduced |
| Riverbridge Partners LLC | 23,830 | $233.8K | 0.00% | +664+2.9% | Added |
| Landscape Capital Management, L.L.C. | 22,807 | $223.7K | 0.03% | −9,030−28.4% | Reduced |
| Stordahl Capital Management, Inc. | 20,708 | $203.1K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,249 | $198.6K | 0.01% | −194−0.9% | Reduced |
| LexAurum Advisors, LLC | 20,170 | $197.9K | 0.07% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 20,000 | $196.2K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 19,795 | $194.2K | 0.02% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 19,062 | $187.0K | 0.11% | +19,062 | New |
| Wetherby Asset Management Inc | 19,053 | $186.9K | 0.01% | −66−0.3% | Reduced |
| GWM Advisors LLC | 18,033 | $171.1K | 0.00% | +98+0.5% | Added |
| Rockefeller Capital Management L.P. | 17,096 | $167.0K | 0.00% | +14,086+468.0% | Added |
| Capital Investment Advisors, LLC | 15,349 | $150.6K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $141.3K | 0.00% | −964−6.3% | Reduced |
| Advisory Services Network, LLC | 14,000 | $137.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,875 | $136.1K | 0.01% | +11+0.1% | Added |
| Great Valley Advisor Group, Inc. | 13,760 | $135.0K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 13,600 | $133.4K | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 13,509 | $132.5K | 0.00% | −20.0% | Reduced |
| Baird Financial Group, Inc. | 13,114 | $128.6K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $128.2K | 0.09% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $127.5K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,859 | $126.2K | 0.00% | +638+5.2% | Added |
| Kestra Advisory Services, LLC | 12,581 | $123.4K | 0.00% | +148+1.2% | Added |
| Berkeley Capital Partners, LLC | 12,387 | $121.5K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,263 | $120.0K | 0.00% | +9+0.1% | Added |
| Cetera Investment Advisers | 12,090 | $118.6K | 0.00% | +2,050+20.4% | Added |
| Collaborative Wealth Managment Inc. | 11,000 | $107.9K | 0.07% | −1,912−14.8% | Reduced |
| Shufro Rose & Co LLC | 11,000 | $107.9K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $107.8K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,512 | $103.1K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $98.1K | 0.00% | +10,000 | New |
| Belpointe Asset Management LLC | 7,200 | $70.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,142 | $50.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $42.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,253 | $41.7K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3,964 | $39.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,572 | $25.2K | 0.00% | +30+1.2% | Added |
| Mascoma Wealth Management LLC | 1,411 | $13.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,100 | $10.8K | 0.00% | −164−13.0% | Reduced |
| Webster Bank, N. A. | 798 | $7.83K | 0.00% | +798 | New |
| Fifth Third Bancorp | 725 | $7.11K | 0.00% | −952−56.8% | Reduced |
| CWM, LLC | 701 | $7.00K | 0.00% | +7+1.0% | Added |
| Beacon Capital Management, LLC | 652 | $6.40K | 0.00% | +7+1.1% | Added |
| Venturi Wealth Management, LLC | 646 | $6.34K | 0.00% | +646 | New |
| Global Retirement Partners, LLC | 576 | $5.43K | 0.00% | +576 | New |
| US Bancorp | 526 | $5.16K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 492 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.36K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 340 | $3.33K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 318 | $3.12K | 0.00% | 00.0% | Unchanged |