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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $9 | 0.00% | −34,189−100.0% | Reduced |
| Huntington National Bank | – | $9 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 20 | $189 | 0.00% | +20 | New |
| Farther Finance Advisors, LLC | 50 | $473 | 0.00% | +50 | New |
| Wolverine Asset Management LLC | 104 | $983 | 0.00% | +104 | New |
| Endurance Wealth Management, Inc. | 233 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 254 | $2.40K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $2.79K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 340 | $3.22K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.21K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 526 | $4.98K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 576 | $5.45K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 646 | $6.11K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 660 | $6.24K | 0.00% | +8+1.2% | Added |
| CWM, LLC | 708 | $7.00K | 0.00% | +7+1.0% | Added |
| Webster Bank, N. A. | 798 | $7.55K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,100 | $10.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $13.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,601 | $24.6K | 0.00% | +29+1.1% | Added |
| First PREMIER Bank | 3,964 | $37.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,253 | $40.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $40.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,318 | $40.8K | 0.00% | +4,000+1,257.9% | Added |
| Northwestern Mutual Wealth Management Co | 5,142 | $48.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,167 | $48.9K | 0.00% | +5,167 | New |
| Modera Wealth Management, LLC | 10,633 | $100.6K | 0.00% | +121+1.2% | Added |
| Gill Capital Partners, LLC | 10,984 | $103.9K | 0.04% | 00.0% | Unchanged |
| 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 |
| Great Valley Advisor Group, Inc. | 11,760 | $111.2K | 0.00% | −2,000−14.5% | Reduced |
| Sigma Planning Corp | 12,397 | $117.3K | 0.00% | −462−3.6% | Reduced |
| Moody National Bank Trust Division | 12,560 | $118.8K | 0.01% | +12,560 | New |
| HighTower Advisors, LLC | 12,915 | $122.0K | 0.00% | +652+5.3% | Added |
| Bokf, NA | 13,000 | $123.0K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $123.6K | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 13,114 | $124.1K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 13,206 | $124.9K | 0.05% | +13,206 | New |
| Compass Wealth Management LLC | 13,368 | $126.5K | 0.04% | +13,368 | New |
| Wellspring Financial Advisors, LLC | 13,600 | $128.7K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,899 | $131.5K | 0.01% | +24+0.2% | Added |
| Advisory Services Network, LLC | 14,000 | $132.4K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $136.2K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,800 | $140.0K | 0.00% | +4,800+48.0% | Added |
| Pinnacle Bancorp, Inc. | 15,000 | $141.9K | 0.05% | +15,000 | New |
| Capital Investment Advisors, LLC | 16,674 | $157.7K | 0.00% | +1,325+8.6% | Added |
| Cetera Investment Advisers | 16,859 | $159.5K | 0.00% | +4,769+39.4% | Added |
| GWM Advisors LLC | 18,082 | $171.1K | 0.00% | +49+0.3% | Added |
| Summit Trail Advisors, LLC | 19,105 | $180.7K | 0.01% | +19,105 | New |
| Financial Advocates Investment Management | 19,300 | $182.6K | 0.01% | −31,193−61.8% | Reduced |
| Sandbox Financial Partners, LLC | 19,549 | $184.9K | 0.10% | +487+2.6% | Added |
| Charter Trust Co | 19,795 | $187.3K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,152 | $190.6K | 0.00% | −97−0.5% | Reduced |
| LexAurum Advisors, LLC | 20,170 | $190.8K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,204 | $191.1K | 0.01% | +1,151+6.0% | Added |
| Planning Alternatives Ltd | 21,000 | $198.7K | 0.04% | +1,000+5.0% | Added |
| Riverbridge Partners LLC | 22,062 | $208.7K | 0.00% | −1,768−7.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 22,386 | $211.8K | 0.03% | +22,386 | New |
| Northern Trust Corp | 23,652 | $223.7K | 0.00% | +10,143+75.1% | Added |
| Landscape Capital Management, L.L.C. | 26,375 | $249.5K | 0.03% | +3,568+15.6% | Added |
| Rockefeller Capital Management L.P. | 27,311 | $258.4K | 0.00% | +10,215+59.8% | Added |
| Woodline Partners LP | 27,728 | $262.3K | 0.00% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 28,550 | $270.1K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 29,023 | $274.6K | 0.01% | +29,023 | New |
| Invesco Ltd. | 39,607 | $374.7K | 0.00% | −4,348−9.9% | Reduced |
| Bank of New York Mellon Corp | 44,205 | $418.2K | 0.00% | +44,205 | New |
| Bank of America Corp | 45,046 | $426.1K | 0.00% | −7,390−14.1% | Reduced |
| Goldman Sachs Group Inc | 50,962 | $482.1K | 0.00% | +50,962 | New |
| Janney Montgomery Scott LLC | 51,946 | $491.0K | 0.00% | +26+0.1% | Added |
| Melfa Wealth Management, LLC | 52,061 | $492.5K | 0.50% | +110.0% | Added |
| Ameriprise Financial Inc | 53,651 | $507.5K | 0.00% | +1,268+2.4% | Added |
| Steward Partners Investment Advisory, LLC | 57,005 | $539.3K | 0.01% | −40−0.1% | Reduced |
| Petra Financial Advisors Inc | 60,440 | $571.8K | 0.51% | 00.0% | Unchanged |
| Brown Advisory Inc | 65,818 | $622.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 67,537 | $638.9K | 0.00% | +9,190+15.8% | Added |
| Bank of Montreal | 58,975 | $643.4K | 0.00% | +2,524+4.5% | Added |
| Summit Financial Wealth Advisors, LLC | 68,575 | $648.7K | 0.15% | −10,000−12.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 69,900 | $661.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 71,174 | $673.3K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 83,197 | $786.9K | 0.59% | +6,248+8.1% | Added |
| Royal Bank of Canada | 98,358 | $930.0K | 0.00% | −2,424−2.4% | Reduced |
| Dakota Wealth Management | 116,800 | $1.10M | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 118,791 | $1.12M | 0.00% | +3,324+2.9% | Added |
| Garner Asset Management Corp | 120,947 | $1.14M | 0.66% | −47,599−28.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 122,273 | $1.16M | 0.01% | +5,215+4.5% | Added |
| Cetera Advisor Networks LLC | 122,874 | $1.16M | 0.01% | −2,182−1.7% | Reduced |
| TCG Advisory Services, LLC | 130,689 | $1.24M | 0.21% | +5,679+4.5% | Added |
| Raymond James Trust N.A. | 141,720 | $1.34M | 0.04% | −6,227−4.2% | Reduced |
| LPL Financial LLC | 185,104 | $1.75M | 0.00% | +401+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 191,491 | $1.81M | 0.00% | −12,004−5.9% | Reduced |
| Wakefield Asset Management LLLP | 209,923 | $1.99M | 0.79% | +16,338+8.4% | Added |
| CNH Partners LLC | 231,754 | $2.19M | 0.09% | +57,438+33.0% | Added |
| Logan Stone Capital, LLC | 233,721 | $2.21M | 0.75% | +50,318+27.4% | Added |
| Wells Fargo & Company | 241,554 | $2.29M | 0.00% | +5,357+2.3% | Added |
| BlackRock Inc. | 246,166 | $2.33M | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 253,974 | $2.40M | 0.22% | +1100.0% | Added |
| Advisor Group Holdings, Inc. | 275,834 | $2.61M | 0.00% | +886+0.3% | Added |
| Robinson Capital Management, LLC | 390,280 | $3.71M | 1.65% | +31,336+8.7% | Added |
| Raymond James & Associates | 397,020 | $3.76M | 0.00% | −13,462−3.3% | Reduced |
| Van Eck Associates Corp | 455,625 | $4.31M | 0.01% | +17,488+4.0% | Added |