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, Q4 2023
Institutional positions in Invesco Municipal Opportunity Trust as of Dec 31, 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
- 116
- +5 vs. Q3 2023
- Shares held
- 23.6M
- +2.67M (+12.8%) vs. Q3 2023
- Total value
- $226.5M
- +$54.4M (+31.6%) vs. Q3 2023
- New holders
- 18
- 37 more added
- Sold out
- 13
- 29 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 5,568,706 | $53.5M | 5.27% | +465,195+9.1% | Added |
| Karpus Management, Inc. | 2,078,577 | $20.0M | 0.61% | +604,881+41.0% | Added |
| Rivernorth Capital Management, LLC | 2,031,063 | $19.5M | 0.93% | −33,447−1.6% | Reduced |
| Sit Investment Associates Inc | 1,183,770 | $11.4M | 0.28% | −265,296−18.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,085,302 | $10.4M | 0.60% | +325,043+42.8% | Added |
| Fiera Capital Corp | 1,066,784 | $10.3M | 0.03% | +101,893+10.6% | Added |
| UBS Group AG | 1,066,686 | $10.3M | 0.00% | −522,987−32.9% | Reduced |
| Guggenheim Capital LLC | 921,526 | $8.86M | 0.07% | +79,880+9.5% | Added |
| Logan Stone Capital, LLC | 788,635 | $7.58M | 1.53% | +396,527+101.1% | Added |
| Saba Capital Management, L.P. | 753,292 | $7.24M | 0.18% | +635,241+538.1% | Added |
| Robinson Capital Management, LLC | 737,934 | $7.07M | 2.52% | +486,108+193.0% | Added |
| CNH Partners LLC | 513,531 | $4.94M | 0.20% | +59,554+13.1% | Added |
| Van Eck Associates Corp | 508,977 | $4.89M | 0.01% | +60,219+13.4% | Added |
| Raymond James & Associates | 329,118 | $3.16M | 0.00% | −16,156−4.7% | Reduced |
| LPL Financial LLC | 318,041 | $3.06M | 0.00% | +132,042+71.0% | Added |
| Morgan Stanley | 308,245 | $2.96M | 0.00% | −89,298−22.5% | Reduced |
| Advisor Group Holdings, Inc. | 280,647 | $2.70M | 0.00% | −28,524−9.2% | Reduced |
| Wells Fargo & Company | 231,018 | $2.22M | 0.00% | +11,623+5.3% | Added |
| Westchester Capital Management, LLC | 226,076 | $2.17M | 0.09% | +93,437+70.4% | Added |
| Cetera Advisor Networks LLC | 189,741 | $1.82M | 0.01% | +50,678+36.4% | Added |
| Wakefield Asset Management LLLP | 180,182 | $1.73M | 0.64% | −210−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 171,393 | $1.65M | 0.00% | −34,373−16.7% | Reduced |
| Landscape Capital Management, L.L.C. | 167,808 | $1.61M | 0.14% | +111,945+200.4% | Added |
| Rareview Capital LLC | 150,758 | $1.45M | 1.33% | +150,758 | New |
| TCG Advisory Services, LLC | 134,509 | $1.29M | 0.09% | −3,817−2.8% | Reduced |
| Dakota Wealth Management | 130,189 | $1.25M | 0.05% | +14,989+13.0% | Added |
| Ameriprise Financial Inc | 127,989 | $1.23M | 0.00% | +68,233+114.2% | Added |
| BlackRock Inc. | 123,082 | $1.18M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 117,691 | $1.13M | 0.00% | −5,481−4.4% | Reduced |
| Garner Asset Management Corp | 108,955 | $1.05M | 0.53% | −35,513−24.6% | Reduced |
| Gridiron Partners, LLC | 90,638 | $871.0K | 0.61% | +90,638 | New |
| Bank of Montreal | 72,788 | $810.1K | 0.00% | +10,510+16.9% | Added |
| Steward Partners Investment Advisory, LLC | 75,578 | $726.3K | 0.01% | +17,546+30.2% | Added |
| Alpine Global Management, LLC | 71,200 | $684.2K | 0.19% | +71,200 | New |
| Allspring Global Investments Holdings, LLC | 69,900 | $671.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 63,027 | $605.7K | 0.05% | +63,027 | New |
| Commonwealth Equity Services, LLC | 59,004 | $567.0K | 0.00% | −60,659−50.7% | Reduced |
| Petra Financial Advisors Inc | 57,440 | $552.0K | 0.46% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 56,736 | $547.0K | 0.00% | +46,311+444.2% | Added |
| Janney Montgomery Scott LLC | 53,256 | $512.0K | 0.00% | +1,282+2.5% | Added |
| Nuveen Asset Management, LLC | 52,386 | $503.4K | 0.00% | +52,386 | New |
| Catalytic Wealth RIA, LLC | 52,349 | $503.1K | 0.23% | +52,349 | New |
| GeoWealth Management, LLC | 52,349 | $503.0K | 0.04% | +52,349 | New |
| Invesco Ltd. | 51,260 | $492.6K | 0.00% | +51,260 | New |
| Goldman Sachs Group Inc | 50,962 | $489.7K | 0.00% | +50,962 | New |
| The PNC Financial Services Group, Inc. | 46,822 | $450.0K | 0.00% | −13,657−22.6% | Reduced |
| Bank of New York Mellon Corp | 44,208 | $424.8K | 0.00% | −10.0% | Reduced |
| Melfa Wealth Management, LLC | 52,086 | $416.5K | 0.39% | +120.0% | Added |
| Royal Bank of Canada | 41,595 | $400.0K | 0.00% | −56,768−57.7% | Reduced |
| Fort Point Capital Partners LLC | 41,430 | $398.1K | 0.06% | +41,430 | New |
| Stifel Financial Corp | 40,735 | $391.5K | 0.00% | −22,654−35.7% | Reduced |
| Bank of America Corp | 36,313 | $349.0K | 0.00% | −7,419−17.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 31,455 | $302.3K | 0.07% | −3,000−8.7% | Reduced |
| Raymond James Trust N.A. | 31,018 | $298.1K | 0.01% | −115,948−78.9% | Reduced |
| Crestone Asset Management LLC | 30,852 | $296.5K | 0.07% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29,649 | $284.9K | 0.00% | +168+0.6% | Added |
| APCM Wealth Management for Individuals | 28,550 | $274.4K | 0.05% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 25,867 | $248.6K | 0.00% | +224+0.9% | Added |
| Concurrent Investment Advisors, LLC | 25,687 | $246.8K | 0.01% | +25,687 | New |
| Brown Advisory Inc | 24,061 | $231.2K | 0.00% | −41,757−63.4% | Reduced |
| Planning Alternatives Ltd | 24,000 | $230.6K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 23,156 | $222.5K | 0.02% | +1,847+8.7% | Added |
| Capital Wealth Alliance, LLC | 22,237 | $213.7K | 0.15% | −59,771−72.9% | Reduced |
| Virtu Financial LLC | 22,058 | $212.0K | 0.02% | +22,058 | New |
| Summit Trail Advisors, LLC | 21,736 | $208.9K | 0.01% | +5,918+37.4% | Added |
| Kingswood Wealth Advisors, LLC | 21,555 | $207.1K | 0.02% | +21,555 | New |
| Moody National Bank Trust Division | 20,434 | $196.4K | 0.02% | +1,837+9.9% | Added |
| Charter Trust Co | 19,795 | $190.2K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,913 | $162.5K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 16,874 | $162.2K | 0.00% | +9+0.1% | Added |
| Wellspring Financial Advisors, LLC | 16,000 | $153.8K | 0.04% | +2,400+17.6% | Added |
| LexAurum Advisors, LLC | 15,000 | $144.2K | 0.04% | −5,170−25.6% | Reduced |
| Pinnacle Bancorp, Inc. | 15,000 | $144.2K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $138.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,000 | $134.5K | 0.00% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 13,206 | $126.9K | 0.05% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $125.6K | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 13,000 | $124.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,833 | $123.3K | 0.00% | −2,524−16.4% | Reduced |
| Wolverine Asset Management LLC | 12,670 | $121.8K | 0.00% | −1,378−9.8% | Reduced |
| Berkeley Capital Partners, LLC | 12,387 | $119.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,088 | $116.2K | 0.00% | +75+0.6% | Added |
| Great Valley Advisor Group, Inc. | 11,844 | $113.8K | 0.00% | +84+0.7% | Added |
| Wetherby Asset Management Inc | 11,697 | $112.4K | 0.01% | −7,250−38.3% | Reduced |
| Collaborative Wealth Managment Inc. | 11,000 | $105.7K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $105.6K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,633 | $102.2K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 11,000 | $90.5K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,936 | $85.9K | 0.00% | +8,935+893,500.0% | Added |
| Harbour Investments, Inc. | 8,933 | $85.8K | 0.00% | −4,997−35.9% | Reduced |
| JFS Wealth Advisors, LLC | 8,139 | $78.2K | 0.01% | −244,153−96.8% | Reduced |
| Compass Wealth Management LLC | 6,831 | $65.6K | 0.02% | −6,537−48.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,965 | $57.3K | 0.00% | +823+16.0% | Added |
| Cullen/Frost Bankers, Inc. | 5,167 | $49.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,722 | $45.4K | 0.00% | +469+11.0% | Added |
| Ancora Advisors, LLC | 4,298 | $41.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,608 | $25.1K | 0.01% | +2,608 | New |
| Baystate Wealth Management LLC | 2,014 | $19.4K | 0.00% | +2,014 | New |
| Mascoma Wealth Management LLC | 1,411 | $13.6K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |