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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 486,674 | $4.60M | 0.27% | +143,458+41.8% | Added |
| Morgan Stanley | 536,804 | $5.08M | 0.00% | −35,545−6.2% | Reduced |
| Guggenheim Capital LLC | 861,448 | $8.15M | 0.06% | −106,176−11.0% | Reduced |
| Fiera Capital Corp | 941,999 | $8.91M | 0.03% | +128,783+15.8% | Added |
| Karpus Management, Inc. | 1,330,816 | $12.6M | 0.40% | −4,850−0.4% | Reduced |
| Sit Investment Associates Inc | 1,527,882 | $14.5M | 0.38% | +103,455+7.3% | Added |
| UBS Group AG | 1,671,314 | $15.8M | 0.01% | +137,184+8.9% | Added |
| Rivernorth Capital Management, LLC | 1,755,855 | $16.6M | 0.83% | +194,336+12.4% | Added |
| Bramshill Investments, LLC | 4,862,132 | $46.0M | 4.18% | +207,395+4.5% | Added |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −97,514−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Stordahl Capital Management, Inc. | 0 | $0 | 0.00% | −20,708−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −12,581−100.0% | Sold out |
| Berkeley Capital Partners, LLC | 0 | $0 | 0.00% | −12,387−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −492−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |