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.
Q3 2023 vs. Q2 2023
How the institutions holding Invesco Municipal Opportunity Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 109 | 2 | 111 | +4 |
| Shares | 19.9M | 22.6K | 20.9M | +1.02M (+5.1%) |
| Value | $188.4M | $213.8K | $172.1M | −$16.0M (−8.5%) |
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Invesco Municipal Opportunity Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Westchester Capital Management, LLC | 132,639 | $1.09M | 0.04% |
| Saba Capital Management, L.P. | 118,051 | $971.6K | 0.03% |
| Crestone Asset Management LLC | 30,852 | $253.9K | 0.06% |
| Walleye Capital LLC | 24,710 | $203.4K | 0.00% |
| Creative Planning | 22,386 | $184.2K | 0.00% |
| Simon Quick Advisors, LLC | 21,309 | $175.4K | 0.02% |
| Ackerman Capital Advisors, LLC | 19,424 | $159.9K | 0.04% |
| Kestra Private Wealth Services, LLC | 16,865 | $138.8K | 0.00% |
| Berkeley Capital Partners, LLC | 12,387 | $101.9K | 0.04% |
| Jones Financial Companies LLLP | 1,000 | $8.23K | 0.00% |
| Comerica Bank | 890 | $7.33K | 0.00% |
Sold out (7)
Institutions that held Invesco Municipal Opportunity Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Goldman Sachs Group Inc | 50,962 | $482.1K |
| Invesco Ltd. | 39,607 | $374.7K |
| Woodline Partners LP | 27,728 | $262.3K |
| Nomura Holdings Inc | 14,800 | $140.0K |
| First PREMIER Bank | 3,964 | $37.0K |
| Allworth Financial LP | 2,601 | $24.6K |
| Farther Finance Advisors, LLC | 50 | $473 |
Not filed for Q3 2023 yet (2)
Institutions that held Invesco Municipal Opportunity Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Kistler-Tiffany Companies, LLC | 22,386 | $211.8K |
| Endurance Wealth Management, Inc. | 233 | $2.00K |