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, Q3 2023
Institutional positions in Invesco Municipal Opportunity Trust as of Sep 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
- 111
- +4 vs. Q2 2023
- Shares held
- 20.9M
- +1.02M (+5.1%) vs. Q2 2023
- Total value
- $172.1M
- −$16.0M (−8.5%) vs. Q2 2023
- New holders
- 11
- 32 more added
- Sold out
- 7
- 32 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 5,103,511 | $42.0M | 4.88% | +241,379+5.0% | Added |
| Rivernorth Capital Management, LLC | 2,064,510 | $17.0M | 0.88% | +308,655+17.6% | Added |
| UBS Group AG | 1,589,673 | $13.1M | 0.01% | −81,641−4.9% | Reduced |
| Karpus Management, Inc. | 1,473,696 | $12.1M | 0.41% | +142,880+10.7% | Added |
| Sit Investment Associates Inc | 1,449,066 | $11.9M | 0.33% | −78,816−5.2% | Reduced |
| Fiera Capital Corp | 964,891 | $7.94M | 0.03% | +22,892+2.4% | Added |
| Guggenheim Capital LLC | 841,646 | $6.93M | 0.06% | −19,802−2.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 760,259 | $6.26M | 0.40% | +273,585+56.2% | Added |
| CNH Partners LLC | 453,977 | $3.74M | 0.17% | +222,223+95.9% | Added |
| Van Eck Associates Corp | 448,758 | $3.69M | 0.01% | −6,867−1.5% | Reduced |
| Morgan Stanley | 397,543 | $3.27M | 0.00% | −139,261−25.9% | Reduced |
| Logan Stone Capital, LLC | 392,108 | $3.23M | 0.88% | +158,387+67.8% | Added |
| Raymond James & Associates | 345,274 | $2.84M | 0.00% | −51,746−13.0% | Reduced |
| Advisor Group Holdings, Inc. | 309,171 | $2.54M | 0.00% | +33,337+12.1% | Added |
| Robinson Capital Management, LLC | 251,826 | $2.08M | 0.93% | −138,454−35.5% | Reduced |
| JFS Wealth Advisors, LLC | 252,292 | $2.08M | 0.20% | −1,682−0.7% | Reduced |
| Wells Fargo & Company | 219,395 | $1.81M | 0.00% | −22,159−9.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 205,766 | $1.69M | 0.00% | +14,275+7.5% | Added |
| LPL Financial LLC | 185,999 | $1.53M | 0.00% | +895+0.5% | Added |
| Wakefield Asset Management LLLP | 180,392 | $1.48M | 0.67% | −29,531−14.1% | Reduced |
| Raymond James Trust N.A. | 146,966 | $1.21M | 0.04% | +5,246+3.7% | Added |
| Garner Asset Management Corp | 144,468 | $1.19M | 0.71% | +23,521+19.4% | Added |
| Cetera Advisor Networks LLC | 139,063 | $1.14M | 0.01% | +16,189+13.2% | Added |
| TCG Advisory Services, LLC | 138,326 | $1.14M | 0.18% | +7,637+5.8% | Added |
| Westchester Capital Management, LLC | 132,639 | $1.09M | 0.04% | +132,639 | New |
| Cambridge Investment Research Advisors, Inc. | 123,172 | $1.01M | 0.00% | +899+0.7% | Added |
| BlackRock Inc. | 123,082 | $1.01M | 0.00% | −123,084−50.0% | Reduced |
| Commonwealth Equity Services, LLC | 119,663 | $985.0K | 0.00% | +872+0.7% | Added |
| Saba Capital Management, L.P. | 118,051 | $971.6K | 0.03% | +118,051 | New |
| Dakota Wealth Management | 115,200 | $948.1K | 0.04% | −1,600−1.4% | Reduced |
| Royal Bank of Canada | 98,363 | $809.0K | 0.00% | +50.0% | Added |
| Capital Wealth Alliance, LLC | 82,008 | $675.3K | 0.51% | −1,189−1.4% | Reduced |
| Bank of Montreal | 62,278 | $647.1K | 0.00% | +3,303+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 69,900 | $575.3K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 65,818 | $541.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 63,389 | $521.7K | 0.00% | −4,148−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 60,479 | $497.7K | 0.00% | −10,695−15.0% | Reduced |
| Ameriprise Financial Inc | 59,756 | $491.8K | 0.00% | +6,105+11.4% | Added |
| Steward Partners Investment Advisory, LLC | 58,032 | $477.6K | 0.01% | +1,027+1.8% | Added |
| Petra Financial Advisors Inc | 57,440 | $472.7K | 0.39% | −3,000−5.0% | Reduced |
| Landscape Capital Management, L.L.C. | 55,863 | $459.8K | 0.06% | +29,488+111.8% | Added |
| Melfa Wealth Management, LLC | 52,074 | $428.6K | 0.47% | +130.0% | Added |
| Janney Montgomery Scott LLC | 51,974 | $428.0K | 0.00% | +28+0.1% | Added |
| Bank of New York Mellon Corp | 44,209 | $363.8K | 0.00% | +40.0% | Added |
| Bank of America Corp | 43,732 | $359.9K | 0.00% | −1,314−2.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 34,455 | $294.9K | 0.07% | −34,120−49.8% | Reduced |
| Crestone Asset Management LLC | 30,852 | $253.9K | 0.06% | +30,852 | New |
| Rockefeller Capital Management L.P. | 29,481 | $242.6K | 0.00% | +2,170+7.9% | Added |
| Merit Financial Group, LLC | 28,971 | $238.4K | 0.01% | −52−0.2% | Reduced |
| APCM Wealth Management for Individuals | 28,550 | $235.0K | 0.04% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 25,643 | $211.0K | 0.00% | +3,581+16.2% | Added |
| Walleye Capital LLC | 24,710 | $203.4K | 0.00% | +24,710 | New |
| Planning Alternatives Ltd | 24,000 | $197.5K | 0.04% | +3,000+14.3% | Added |
| Creative Planning | 22,386 | $184.2K | 0.00% | +22,386 | New |
| Simon Quick Advisors, LLC | 21,309 | $175.4K | 0.02% | +21,309 | New |
| LexAurum Advisors, LLC | 20,170 | $166.0K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 19,795 | $162.9K | 0.01% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 19,424 | $159.9K | 0.04% | +19,424 | New |
| Financial Advocates Investment Management | 19,300 | $158.8K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 18,947 | $155.9K | 0.01% | −1,257−6.2% | Reduced |
| Moody National Bank Trust Division | 18,597 | $153.1K | 0.01% | +6,037+48.1% | Added |
| National Asset Management, Inc. | 18,538 | $152.6K | 0.00% | −1,614−8.0% | Reduced |
| Northern Trust Corp | 17,427 | $143.4K | 0.00% | −6,225−26.3% | Reduced |
| Capital Investment Advisors, LLC | 16,913 | $139.2K | 0.00% | +239+1.4% | Added |
| Kestra Private Wealth Services, LLC | 16,865 | $138.8K | 0.00% | +16,865 | New |
| Summit Trail Advisors, LLC | 15,818 | $130.2K | 0.00% | −3,287−17.2% | Reduced |
| GWM Advisors LLC | 15,357 | $126.4K | 0.00% | −2,725−15.1% | Reduced |
| Pinnacle Bancorp, Inc. | 15,000 | $123.5K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $118.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 14,048 | $115.6K | 0.00% | +13,944+13,407.7% | Added |
| Advisory Services Network, LLC | 14,000 | $115.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,930 | $114.6K | 0.01% | +31+0.2% | Added |
| Wellspring Financial Advisors, LLC | 13,600 | $111.9K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 13,368 | $110.0K | 0.03% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 13,206 | $108.7K | 0.04% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $107.5K | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $104.8K | 0.00% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 12,569 | $103.4K | 0.05% | −6,980−35.7% | Reduced |
| Berkeley Capital Partners, LLC | 12,387 | $101.9K | 0.04% | +12,387 | New |
| Cetera Investment Advisers | 12,013 | $98.9K | 0.00% | −4,846−28.7% | Reduced |
| Great Valley Advisor Group, Inc. | 11,760 | $96.8K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,681 | $96.1K | 0.00% | −716−5.8% | Reduced |
| Shufro Rose & Co LLC | 11,000 | $90.5K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 11,000 | $90.5K | 0.05% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $90.4K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,633 | $87.5K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,478 | $86.2K | 0.00% | −2,636−20.1% | Reduced |
| HighTower Advisors, LLC | 10,425 | $86.0K | 0.00% | −2,490−19.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,167 | $42.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,142 | $42.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $35.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,253 | $35.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $11.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,100 | $9.05K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,000 | $8.23K | 0.00% | +1,000 | New |
| Comerica Bank | 890 | $7.33K | 0.00% | +890 | New |
| Webster Bank, N. A. | 798 | $6.57K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 660 | $6.24K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 646 | $5.32K | 0.00% | 00.0% | Unchanged |