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, Q2 2023
Institutional positions in Invesco Municipal Opportunity Trust as of Jun 30, 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
- 109
- +4 vs. Q1 2023
- Shares held
- 19.9M
- +897.4K (+4.7%) vs. Q1 2023
- Total value
- $188.4M
- +$2.01M (+1.1%) vs. Q1 2023
- New holders
- 13
- 41 more added
- Sold out
- 9
- 19 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,862,132 | $46.0M | 4.18% | +207,395+4.5% | Added |
| Rivernorth Capital Management, LLC | 1,755,855 | $16.6M | 0.83% | +194,336+12.4% | Added |
| UBS Group AG | 1,671,314 | $15.8M | 0.01% | +137,184+8.9% | Added |
| Sit Investment Associates Inc | 1,527,882 | $14.5M | 0.38% | +103,455+7.3% | Added |
| Karpus Management, Inc. | 1,330,816 | $12.6M | 0.40% | −4,850−0.4% | Reduced |
| Fiera Capital Corp | 941,999 | $8.91M | 0.03% | +128,783+15.8% | Added |
| Guggenheim Capital LLC | 861,448 | $8.15M | 0.06% | −106,176−11.0% | Reduced |
| Morgan Stanley | 536,804 | $5.08M | 0.00% | −35,545−6.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 486,674 | $4.60M | 0.27% | +143,458+41.8% | Added |
| Van Eck Associates Corp | 455,625 | $4.31M | 0.01% | +17,488+4.0% | Added |
| Raymond James & Associates | 397,020 | $3.76M | 0.00% | −13,462−3.3% | Reduced |
| Robinson Capital Management, LLC | 390,280 | $3.71M | 1.65% | +31,336+8.7% | Added |
| Advisor Group Holdings, Inc. | 275,834 | $2.61M | 0.00% | +886+0.3% | Added |
| JFS Wealth Advisors, LLC | 253,974 | $2.40M | 0.22% | +1100.0% | Added |
| BlackRock Inc. | 246,166 | $2.33M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 241,554 | $2.29M | 0.00% | +5,357+2.3% | Added |
| Logan Stone Capital, LLC | 233,721 | $2.21M | 0.75% | +50,318+27.4% | Added |
| CNH Partners LLC | 231,754 | $2.19M | 0.09% | +57,438+33.0% | Added |
| Wakefield Asset Management LLLP | 209,923 | $1.99M | 0.79% | +16,338+8.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 191,491 | $1.81M | 0.00% | −12,004−5.9% | Reduced |
| LPL Financial LLC | 185,104 | $1.75M | 0.00% | +401+0.2% | Added |
| Raymond James Trust N.A. | 141,720 | $1.34M | 0.04% | −6,227−4.2% | Reduced |
| TCG Advisory Services, LLC | 130,689 | $1.24M | 0.21% | +5,679+4.5% | Added |
| Cetera Advisor Networks LLC | 122,874 | $1.16M | 0.01% | −2,182−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 122,273 | $1.16M | 0.01% | +5,215+4.5% | Added |
| Garner Asset Management Corp | 120,947 | $1.14M | 0.66% | −47,599−28.2% | Reduced |
| Commonwealth Equity Services, LLC | 118,791 | $1.12M | 0.00% | +3,324+2.9% | Added |
| Dakota Wealth Management | 116,800 | $1.10M | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 98,358 | $930.0K | 0.00% | −2,424−2.4% | Reduced |
| Capital Wealth Alliance, LLC | 83,197 | $786.9K | 0.59% | +6,248+8.1% | Added |
| The PNC Financial Services Group, Inc. | 71,174 | $673.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 69,900 | $661.3K | 0.00% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 68,575 | $648.7K | 0.15% | −10,000−12.7% | Reduced |
| Bank of Montreal | 58,975 | $643.4K | 0.00% | +2,524+4.5% | Added |
| Stifel Financial Corp | 67,537 | $638.9K | 0.00% | +9,190+15.8% | Added |
| Brown Advisory Inc | 65,818 | $622.6K | 0.00% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 60,440 | $571.8K | 0.51% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 57,005 | $539.3K | 0.01% | −40−0.1% | Reduced |
| Ameriprise Financial Inc | 53,651 | $507.5K | 0.00% | +1,268+2.4% | Added |
| Melfa Wealth Management, LLC | 52,061 | $492.5K | 0.50% | +110.0% | Added |
| Janney Montgomery Scott LLC | 51,946 | $491.0K | 0.00% | +26+0.1% | Added |
| Goldman Sachs Group Inc | 50,962 | $482.1K | 0.00% | +50,962 | New |
| Bank of America Corp | 45,046 | $426.1K | 0.00% | −7,390−14.1% | Reduced |
| Bank of New York Mellon Corp | 44,205 | $418.2K | 0.00% | +44,205 | New |
| Invesco Ltd. | 39,607 | $374.7K | 0.00% | −4,348−9.9% | Reduced |
| Merit Financial Group, LLC | 29,023 | $274.6K | 0.01% | +29,023 | New |
| APCM Wealth Management for Individuals | 28,550 | $270.1K | 0.04% | 00.0% | Unchanged |
| Woodline Partners LP | 27,728 | $262.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 27,311 | $258.4K | 0.00% | +10,215+59.8% | Added |
| Landscape Capital Management, L.L.C. | 26,375 | $249.5K | 0.03% | +3,568+15.6% | Added |
| Northern Trust Corp | 23,652 | $223.7K | 0.00% | +10,143+75.1% | Added |
| Kistler-Tiffany Companies, LLC | 22,386 | $211.8K | 0.03% | +22,386 | New |
| Riverbridge Partners LLC | 22,062 | $208.7K | 0.00% | −1,768−7.4% | Reduced |
| Planning Alternatives Ltd | 21,000 | $198.7K | 0.04% | +1,000+5.0% | Added |
| Wetherby Asset Management Inc | 20,204 | $191.1K | 0.01% | +1,151+6.0% | Added |
| LexAurum Advisors, LLC | 20,170 | $190.8K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,152 | $190.6K | 0.00% | −97−0.5% | Reduced |
| Charter Trust Co | 19,795 | $187.3K | 0.01% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 19,549 | $184.9K | 0.10% | +487+2.6% | Added |
| Financial Advocates Investment Management | 19,300 | $182.6K | 0.01% | −31,193−61.8% | Reduced |
| Summit Trail Advisors, LLC | 19,105 | $180.7K | 0.01% | +19,105 | New |
| GWM Advisors LLC | 18,082 | $171.1K | 0.00% | +49+0.3% | Added |
| Cetera Investment Advisers | 16,859 | $159.5K | 0.00% | +4,769+39.4% | Added |
| Capital Investment Advisors, LLC | 16,674 | $157.7K | 0.00% | +1,325+8.6% | Added |
| Pinnacle Bancorp, Inc. | 15,000 | $141.9K | 0.05% | +15,000 | New |
| Nomura Holdings Inc | 14,800 | $140.0K | 0.00% | +4,800+48.0% | Added |
| Cresset Asset Management, LLC | 14,400 | $136.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,000 | $132.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,899 | $131.5K | 0.01% | +24+0.2% | Added |
| Wellspring Financial Advisors, LLC | 13,600 | $128.7K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 13,368 | $126.5K | 0.04% | +13,368 | New |
| Fairhaven Wealth Management, LLC | 13,206 | $124.9K | 0.05% | +13,206 | New |
| Baird Financial Group, Inc. | 13,114 | $124.1K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $123.6K | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $123.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,915 | $122.0K | 0.00% | +652+5.3% | Added |
| Moody National Bank Trust Division | 12,560 | $118.8K | 0.01% | +12,560 | New |
| Sigma Planning Corp | 12,397 | $117.3K | 0.00% | −462−3.6% | Reduced |
| Great Valley Advisor Group, Inc. | 11,760 | $111.2K | 0.00% | −2,000−14.5% | Reduced |
| Shufro Rose & Co LLC | 11,000 | $104.1K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 11,000 | $104.1K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $103.9K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,633 | $100.6K | 0.00% | +121+1.2% | Added |
| Cullen/Frost Bankers, Inc. | 5,167 | $48.9K | 0.00% | +5,167 | New |
| Northwestern Mutual Wealth Management Co | 5,142 | $48.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,318 | $40.8K | 0.00% | +4,000+1,257.9% | Added |
| Ancora Advisors, LLC | 4,298 | $40.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,253 | $40.2K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3,964 | $37.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,601 | $24.6K | 0.00% | +29+1.1% | Added |
| Mascoma Wealth Management LLC | 1,411 | $13.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 798 | $7.55K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 708 | $7.00K | 0.00% | +7+1.0% | Added |
| Beacon Capital Management, LLC | 660 | $6.24K | 0.00% | +8+1.2% | Added |
| Venturi Wealth Management, LLC | 646 | $6.11K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 576 | $5.45K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 526 | $4.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.21K | 0.00% | 00.0% | Unchanged |