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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $10 | 0.00% | – | – |
| FMR LLC | 1 | $10 | 0.00% | +1 | New |
| Endurance Wealth Management, Inc. | 233 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 254 | $2.49K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $2.89K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 318 | $3.12K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 340 | $3.33K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.36K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 492 | $5.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 526 | $5.16K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 576 | $5.43K | 0.00% | +576 | New |
| Venturi Wealth Management, LLC | 646 | $6.34K | 0.00% | +646 | New |
| Beacon Capital Management, LLC | 652 | $6.40K | 0.00% | +7+1.1% | Added |
| CWM, LLC | 701 | $7.00K | 0.00% | +7+1.0% | Added |
| Fifth Third Bancorp | 725 | $7.11K | 0.00% | −952−56.8% | Reduced |
| Webster Bank, N. A. | 798 | $7.83K | 0.00% | +798 | New |
| Spire Wealth Management | 1,100 | $10.8K | 0.00% | −164−13.0% | Reduced |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $13.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,572 | $25.2K | 0.00% | +30+1.2% | Added |
| First PREMIER Bank | 3,964 | $39.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,253 | $41.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $42.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,142 | $50.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,200 | $70.6K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $98.1K | 0.00% | +10,000 | New |
| Modera Wealth Management, LLC | 10,512 | $103.1K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $107.8K | 0.05% | 00.0% | Unchanged |
| 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 |
| Cetera Investment Advisers | 12,090 | $118.6K | 0.00% | +2,050+20.4% | Added |
| HighTower Advisors, LLC | 12,263 | $120.0K | 0.00% | +9+0.1% | Added |
| Berkeley Capital Partners, LLC | 12,387 | $121.5K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,581 | $123.4K | 0.00% | +148+1.2% | Added |
| Sigma Planning Corp | 12,859 | $126.2K | 0.00% | +638+5.2% | Added |
| Bokf, NA | 13,000 | $127.5K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $128.2K | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,114 | $128.6K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 13,509 | $132.5K | 0.00% | −20.0% | Reduced |
| Wellspring Financial Advisors, LLC | 13,600 | $133.4K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,760 | $135.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,875 | $136.1K | 0.01% | +11+0.1% | Added |
| Advisory Services Network, LLC | 14,000 | $137.3K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $141.3K | 0.00% | −964−6.3% | Reduced |
| Capital Investment Advisors, LLC | 15,349 | $150.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17,096 | $167.0K | 0.00% | +14,086+468.0% | Added |
| GWM Advisors LLC | 18,033 | $171.1K | 0.00% | +98+0.5% | Added |
| Wetherby Asset Management Inc | 19,053 | $186.9K | 0.01% | −66−0.3% | Reduced |
| Sandbox Financial Partners, LLC | 19,062 | $187.0K | 0.11% | +19,062 | New |
| Charter Trust Co | 19,795 | $194.2K | 0.02% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 20,000 | $196.2K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20,170 | $197.9K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,249 | $198.6K | 0.01% | −194−0.9% | Reduced |
| Stordahl Capital Management, Inc. | 20,708 | $203.1K | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 22,807 | $223.7K | 0.03% | −9,030−28.4% | Reduced |
| Riverbridge Partners LLC | 23,830 | $233.8K | 0.00% | +664+2.9% | Added |
| Stephens Inc | 24,300 | $238.4K | 0.00% | −10,000−29.2% | Reduced |
| Woodline Partners LP | 27,728 | $272.0K | 0.00% | +27,728 | New |
| APCM Wealth Management for Individuals | 28,550 | $280.1K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 34,190 | $335.0K | 0.00% | +34,190 | New |
| Invesco Ltd. | 43,955 | $431.2K | 0.00% | −51,537−54.0% | Reduced |
| Financial Advocates Investment Management | 50,493 | $495.3K | 0.04% | −539−1.1% | Reduced |
| Janney Montgomery Scott LLC | 51,920 | $509.0K | 0.00% | −662−1.3% | Reduced |
| Melfa Wealth Management, LLC | 52,050 | $510.6K | 0.51% | +130.0% | Added |
| Ameriprise Financial Inc | 52,383 | $513.9K | 0.00% | −1,676−3.1% | Reduced |
| Bank of America Corp | 52,436 | $514.4K | 0.00% | −9,787−15.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 57,045 | $559.6K | 0.01% | −5,146−8.3% | Reduced |
| Stifel Financial Corp | 58,347 | $572.4K | 0.00% | −2,503−4.1% | Reduced |
| Petra Financial Advisors Inc | 60,440 | $592.9K | 0.59% | 00.0% | Unchanged |
| Bank of Montreal | 56,451 | $610.8K | 0.00% | −3,565−5.9% | Reduced |
| Brown Advisory Inc | 65,818 | $645.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 69,900 | $685.7K | 0.00% | +69,900 | New |
| The PNC Financial Services Group, Inc. | 71,174 | $698.2K | 0.00% | +3,657+5.4% | Added |
| Capital Wealth Alliance, LLC | 76,949 | $752.6K | 0.61% | +18,338+31.3% | Added |
| Summit Financial Wealth Advisors, LLC | 78,575 | $770.8K | 0.18% | −5,000−6.0% | Reduced |
| Advisors Asset Management, Inc. | 97,514 | $956.6K | 0.02% | −3,234−3.2% | Reduced |
| Royal Bank of Canada | 100,782 | $989.0K | 0.00% | +12,758+14.5% | Added |
| Commonwealth Equity Services, LLC | 115,467 | $1.13M | 0.00% | +5,689+5.2% | Added |
| Dakota Wealth Management | 116,800 | $1.15M | 0.08% | +65,800+129.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 117,058 | $1.15M | 0.01% | −14,822−11.2% | Reduced |
| TCG Advisory Services, LLC | 125,010 | $1.23M | 0.26% | −6,303−4.8% | Reduced |
| Cetera Advisor Networks LLC | 125,056 | $1.23M | 0.01% | −29,767−19.2% | Reduced |
| Raymond James Trust N.A. | 147,947 | $1.45M | 0.05% | +2,600+1.8% | Added |
| Garner Asset Management Corp | 168,546 | $1.65M | 0.78% | −41,419−19.7% | Reduced |
| CNH Partners LLC | 174,316 | $1.71M | 0.05% | +21,772+14.3% | Added |
| Logan Stone Capital, LLC | 183,403 | $1.80M | 0.71% | +18,506+11.2% | Added |
| LPL Financial LLC | 184,703 | $1.81M | 0.00% | +87,629+90.3% | Added |
| Wakefield Asset Management LLLP | 193,585 | $1.90M | 0.79% | +15,497+8.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 203,495 | $2.00M | 0.00% | +26,979+15.3% | Added |
| Wells Fargo & Company | 236,197 | $2.32M | 0.00% | −15,344−6.1% | Reduced |
| BlackRock Inc. | 246,166 | $2.41M | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 253,864 | $2.49M | 0.23% | +1120.0% | Added |
| Advisor Group Holdings, Inc. | 274,948 | $2.70M | 0.01% | +60,483+28.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 343,216 | $3.37M | 0.21% | +234,112+214.6% | Added |
| Robinson Capital Management, LLC | 358,944 | $3.40M | 1.60% | +17,539+5.1% | Added |
| Raymond James & Associates | 410,482 | $4.03M | 0.00% | −17,760−4.1% | Reduced |
| Van Eck Associates Corp | 438,137 | $4.30M | 0.01% | +65,643+17.6% | Added |
| Morgan Stanley | 572,349 | $5.61M | 0.00% | −53,730−8.6% | Reduced |
| Fiera Capital Corp | 813,216 | $7.98M | 0.02% | −38,914−4.6% | Reduced |
| Guggenheim Capital LLC | 967,624 | $9.49M | 0.08% | −785,623−44.8% | Reduced |