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 |
|---|---|---|---|---|---|
| Morgan Stanley | 397,543 | $3.27M | 0.00% | −139,261−25.9% | Reduced |
| Van Eck Associates Corp | 448,758 | $3.69M | 0.01% | −6,867−1.5% | Reduced |
| CNH Partners LLC | 453,977 | $3.74M | 0.17% | +222,223+95.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 760,259 | $6.26M | 0.40% | +273,585+56.2% | Added |
| Guggenheim Capital LLC | 841,646 | $6.93M | 0.06% | −19,802−2.3% | Reduced |
| Fiera Capital Corp | 964,891 | $7.94M | 0.03% | +22,892+2.4% | Added |
| Sit Investment Associates Inc | 1,449,066 | $11.9M | 0.33% | −78,816−5.2% | Reduced |
| Karpus Management, Inc. | 1,473,696 | $12.1M | 0.41% | +142,880+10.7% | Added |
| UBS Group AG | 1,589,673 | $13.1M | 0.01% | −81,641−4.9% | Reduced |
| Rivernorth Capital Management, LLC | 2,064,510 | $17.0M | 0.88% | +308,655+17.6% | Added |
| Bramshill Investments, LLC | 5,103,511 | $42.0M | 4.88% | +241,379+5.0% | Added |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −50,962−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −39,607−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −27,728−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −3,964−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |