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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $8 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 3 | $25 | 0.00% | −17−85.0% | Reduced |
| CWM, LLC | 88 | $1.00K | 0.00% | −620−87.6% | Reduced |
| SOA Wealth Advisors, LLC. | 254 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 318 | $2.61K | 0.00% | −4,000−92.6% | Reduced |
| Caldwell Trust Co | 340 | $2.80K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $3.66K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 495 | $4.07K | 0.00% | +200+67.8% | Added |
| US Bancorp | 526 | $4.33K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 576 | $4.76K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 646 | $5.32K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 660 | $6.24K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 798 | $6.57K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 890 | $7.33K | 0.00% | +890 | New |
| Jones Financial Companies LLLP | 1,000 | $8.23K | 0.00% | +1,000 | New |
| TSFG, LLC | 1,136 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,100 | $9.05K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $11.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,253 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $35.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,142 | $42.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,167 | $42.5K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,425 | $86.0K | 0.00% | −2,490−19.3% | Reduced |
| Baird Financial Group, Inc. | 10,478 | $86.2K | 0.00% | −2,636−20.1% | Reduced |
| Modera Wealth Management, LLC | 10,633 | $87.5K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $90.4K | 0.04% | 00.0% | Unchanged |
| 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 |
| Sigma Planning Corp | 11,681 | $96.1K | 0.00% | −716−5.8% | Reduced |
| Great Valley Advisor Group, Inc. | 11,760 | $96.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,013 | $98.9K | 0.00% | −4,846−28.7% | Reduced |
| Berkeley Capital Partners, LLC | 12,387 | $101.9K | 0.04% | +12,387 | New |
| Sandbox Financial Partners, LLC | 12,569 | $103.4K | 0.05% | −6,980−35.7% | Reduced |
| Bokf, NA | 13,000 | $104.8K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $107.5K | 0.07% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 13,206 | $108.7K | 0.04% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 13,368 | $110.0K | 0.03% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 13,600 | $111.9K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,930 | $114.6K | 0.01% | +31+0.2% | Added |
| Advisory Services Network, LLC | 14,000 | $115.2K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 14,048 | $115.6K | 0.00% | +13,944+13,407.7% | Added |
| Cresset Asset Management, LLC | 14,400 | $118.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15,000 | $123.5K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 15,357 | $126.4K | 0.00% | −2,725−15.1% | Reduced |
| Summit Trail Advisors, LLC | 15,818 | $130.2K | 0.00% | −3,287−17.2% | Reduced |
| Kestra Private Wealth Services, LLC | 16,865 | $138.8K | 0.00% | +16,865 | New |
| Capital Investment Advisors, LLC | 16,913 | $139.2K | 0.00% | +239+1.4% | Added |
| Northern Trust Corp | 17,427 | $143.4K | 0.00% | −6,225−26.3% | Reduced |
| National Asset Management, Inc. | 18,538 | $152.6K | 0.00% | −1,614−8.0% | Reduced |
| Moody National Bank Trust Division | 18,597 | $153.1K | 0.01% | +6,037+48.1% | Added |
| Wetherby Asset Management Inc | 18,947 | $155.9K | 0.01% | −1,257−6.2% | Reduced |
| Financial Advocates Investment Management | 19,300 | $158.8K | 0.01% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 19,424 | $159.9K | 0.04% | +19,424 | New |
| Charter Trust Co | 19,795 | $162.9K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 20,170 | $166.0K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 21,309 | $175.4K | 0.02% | +21,309 | New |
| Creative Planning | 22,386 | $184.2K | 0.00% | +22,386 | New |
| Planning Alternatives Ltd | 24,000 | $197.5K | 0.04% | +3,000+14.3% | Added |
| Walleye Capital LLC | 24,710 | $203.4K | 0.00% | +24,710 | New |
| Riverbridge Partners LLC | 25,643 | $211.0K | 0.00% | +3,581+16.2% | Added |
| APCM Wealth Management for Individuals | 28,550 | $235.0K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 28,971 | $238.4K | 0.01% | −52−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 29,481 | $242.6K | 0.00% | +2,170+7.9% | Added |
| Crestone Asset Management LLC | 30,852 | $253.9K | 0.06% | +30,852 | New |
| Summit Financial Wealth Advisors, LLC | 34,455 | $294.9K | 0.07% | −34,120−49.8% | Reduced |
| Bank of America Corp | 43,732 | $359.9K | 0.00% | −1,314−2.9% | Reduced |
| Bank of New York Mellon Corp | 44,209 | $363.8K | 0.00% | +40.0% | Added |
| Janney Montgomery Scott LLC | 51,974 | $428.0K | 0.00% | +28+0.1% | Added |
| Melfa Wealth Management, LLC | 52,074 | $428.6K | 0.47% | +130.0% | Added |
| Landscape Capital Management, L.L.C. | 55,863 | $459.8K | 0.06% | +29,488+111.8% | Added |
| Petra Financial Advisors Inc | 57,440 | $472.7K | 0.39% | −3,000−5.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 58,032 | $477.6K | 0.01% | +1,027+1.8% | Added |
| Ameriprise Financial Inc | 59,756 | $491.8K | 0.00% | +6,105+11.4% | Added |
| The PNC Financial Services Group, Inc. | 60,479 | $497.7K | 0.00% | −10,695−15.0% | Reduced |
| Stifel Financial Corp | 63,389 | $521.7K | 0.00% | −4,148−6.1% | Reduced |
| Brown Advisory Inc | 65,818 | $541.7K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 69,900 | $575.3K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 62,278 | $647.1K | 0.00% | +3,303+5.6% | Added |
| Capital Wealth Alliance, LLC | 82,008 | $675.3K | 0.51% | −1,189−1.4% | Reduced |
| Royal Bank of Canada | 98,363 | $809.0K | 0.00% | +50.0% | Added |
| Dakota Wealth Management | 115,200 | $948.1K | 0.04% | −1,600−1.4% | Reduced |
| Saba Capital Management, L.P. | 118,051 | $971.6K | 0.03% | +118,051 | New |
| Commonwealth Equity Services, LLC | 119,663 | $985.0K | 0.00% | +872+0.7% | Added |
| BlackRock Inc. | 123,082 | $1.01M | 0.00% | −123,084−50.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 123,172 | $1.01M | 0.00% | +899+0.7% | Added |
| Westchester Capital Management, LLC | 132,639 | $1.09M | 0.04% | +132,639 | New |
| TCG Advisory Services, LLC | 138,326 | $1.14M | 0.18% | +7,637+5.8% | Added |
| Cetera Advisor Networks LLC | 139,063 | $1.14M | 0.01% | +16,189+13.2% | Added |
| Garner Asset Management Corp | 144,468 | $1.19M | 0.71% | +23,521+19.4% | Added |
| Raymond James Trust N.A. | 146,966 | $1.21M | 0.04% | +5,246+3.7% | Added |
| Wakefield Asset Management LLLP | 180,392 | $1.48M | 0.67% | −29,531−14.1% | Reduced |
| LPL Financial LLC | 185,999 | $1.53M | 0.00% | +895+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 205,766 | $1.69M | 0.00% | +14,275+7.5% | Added |
| Wells Fargo & Company | 219,395 | $1.81M | 0.00% | −22,159−9.2% | Reduced |
| JFS Wealth Advisors, LLC | 252,292 | $2.08M | 0.20% | −1,682−0.7% | Reduced |
| Robinson Capital Management, LLC | 251,826 | $2.08M | 0.93% | −138,454−35.5% | Reduced |
| Advisor Group Holdings, Inc. | 309,171 | $2.54M | 0.00% | +33,337+12.1% | Added |
| Raymond James & Associates | 345,274 | $2.84M | 0.00% | −51,746−13.0% | Reduced |
| Logan Stone Capital, LLC | 392,108 | $3.23M | 0.88% | +158,387+67.8% | Added |