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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 14 | $135 | 0.00% | +11+366.7% | Added |
| CWM, LLC | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 254 | $2.44K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $2.83K | 0.00% | −200−40.4% | Reduced |
| Prestige Wealth Management Group LLC | 445 | $4.27K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 500 | $4.80K | 0.00% | +500 | New |
| US Bancorp | 526 | $5.05K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 542 | $5.21K | 0.00% | +542 | New |
| Global Retirement Partners, LLC | 576 | $5.44K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 665 | $5.47K | 0.00% | +5+0.8% | Added |
| Venturi Wealth Management, LLC | 646 | $6.21K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 798 | $7.67K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 911 | $8.76K | 0.00% | +21+2.4% | Added |
| Spire Wealth Management | 1,100 | $10.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,193 | $11.0K | 0.00% | +1,193 | New |
| Mascoma Wealth Management LLC | 1,411 | $13.6K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,014 | $19.4K | 0.00% | +2,014 | New |
| Truvestments Capital LLC | 2,608 | $25.1K | 0.01% | +2,608 | New |
| Ancora Advisors, LLC | 4,298 | $41.3K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4,722 | $45.4K | 0.00% | +469+11.0% | Added |
| Cullen/Frost Bankers, Inc. | 5,167 | $49.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,965 | $57.3K | 0.00% | +823+16.0% | Added |
| Compass Wealth Management LLC | 6,831 | $65.6K | 0.02% | −6,537−48.9% | Reduced |
| JFS Wealth Advisors, LLC | 8,139 | $78.2K | 0.01% | −244,153−96.8% | Reduced |
| Harbour Investments, Inc. | 8,933 | $85.8K | 0.00% | −4,997−35.9% | Reduced |
| JPMorgan Chase & Co | 8,936 | $85.9K | 0.00% | +8,935+893,500.0% | Added |
| Shufro Rose & Co LLC | 11,000 | $90.5K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,633 | $102.2K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,984 | $105.6K | 0.04% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 11,000 | $105.7K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 11,697 | $112.4K | 0.01% | −7,250−38.3% | Reduced |
| Great Valley Advisor Group, Inc. | 11,844 | $113.8K | 0.00% | +84+0.7% | Added |
| Cetera Investment Advisers | 12,088 | $116.2K | 0.00% | +75+0.6% | Added |
| Berkeley Capital Partners, LLC | 12,387 | $119.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 12,670 | $121.8K | 0.00% | −1,378−9.8% | Reduced |
| GWM Advisors LLC | 12,833 | $123.3K | 0.00% | −2,524−16.4% | Reduced |
| Bokf, NA | 13,000 | $124.9K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $125.6K | 0.07% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 13,206 | $126.9K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,000 | $134.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $138.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wellspring Financial Advisors, LLC | 16,000 | $153.8K | 0.04% | +2,400+17.6% | Added |
| Kestra Private Wealth Services, LLC | 16,874 | $162.2K | 0.00% | +9+0.1% | Added |
| Capital Investment Advisors, LLC | 16,913 | $162.5K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 19,795 | $190.2K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 20,434 | $196.4K | 0.02% | +1,837+9.9% | Added |
| Kingswood Wealth Advisors, LLC | 21,555 | $207.1K | 0.02% | +21,555 | New |
| Summit Trail Advisors, LLC | 21,736 | $208.9K | 0.01% | +5,918+37.4% | Added |
| Virtu Financial LLC | 22,058 | $212.0K | 0.02% | +22,058 | New |
| Capital Wealth Alliance, LLC | 22,237 | $213.7K | 0.15% | −59,771−72.9% | Reduced |
| Simon Quick Advisors, LLC | 23,156 | $222.5K | 0.02% | +1,847+8.7% | Added |
| Planning Alternatives Ltd | 24,000 | $230.6K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 24,061 | $231.2K | 0.00% | −41,757−63.4% | Reduced |
| Concurrent Investment Advisors, LLC | 25,687 | $246.8K | 0.01% | +25,687 | New |
| Riverbridge Partners LLC | 25,867 | $248.6K | 0.00% | +224+0.9% | Added |
| APCM Wealth Management for Individuals | 28,550 | $274.4K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29,649 | $284.9K | 0.00% | +168+0.6% | Added |
| Crestone Asset Management LLC | 30,852 | $296.5K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 31,018 | $298.1K | 0.01% | −115,948−78.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 31,455 | $302.3K | 0.07% | −3,000−8.7% | Reduced |
| Bank of America Corp | 36,313 | $349.0K | 0.00% | −7,419−17.0% | Reduced |
| Stifel Financial Corp | 40,735 | $391.5K | 0.00% | −22,654−35.7% | Reduced |
| Fort Point Capital Partners LLC | 41,430 | $398.1K | 0.06% | +41,430 | New |
| Royal Bank of Canada | 41,595 | $400.0K | 0.00% | −56,768−57.7% | Reduced |
| Melfa Wealth Management, LLC | 52,086 | $416.5K | 0.39% | +120.0% | Added |
| Bank of New York Mellon Corp | 44,208 | $424.8K | 0.00% | −10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 46,822 | $450.0K | 0.00% | −13,657−22.6% | Reduced |
| Goldman Sachs Group Inc | 50,962 | $489.7K | 0.00% | +50,962 | New |
| Invesco Ltd. | 51,260 | $492.6K | 0.00% | +51,260 | New |
| GeoWealth Management, LLC | 52,349 | $503.0K | 0.04% | +52,349 | New |
| Catalytic Wealth RIA, LLC | 52,349 | $503.1K | 0.23% | +52,349 | New |
| Nuveen Asset Management, LLC | 52,386 | $503.4K | 0.00% | +52,386 | New |
| Janney Montgomery Scott LLC | 53,256 | $512.0K | 0.00% | +1,282+2.5% | Added |
| HighTower Advisors, LLC | 56,736 | $547.0K | 0.00% | +46,311+444.2% | Added |
| Petra Financial Advisors Inc | 57,440 | $552.0K | 0.46% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 59,004 | $567.0K | 0.00% | −60,659−50.7% | Reduced |
| Rothschild Investment LLC | 63,027 | $605.7K | 0.05% | +63,027 | New |
| Allspring Global Investments Holdings, LLC | 69,900 | $671.7K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 71,200 | $684.2K | 0.19% | +71,200 | New |
| Steward Partners Investment Advisory, LLC | 75,578 | $726.3K | 0.01% | +17,546+30.2% | Added |
| Bank of Montreal | 72,788 | $810.1K | 0.00% | +10,510+16.9% | Added |
| Gridiron Partners, LLC | 90,638 | $871.0K | 0.61% | +90,638 | New |
| Garner Asset Management Corp | 108,955 | $1.05M | 0.53% | −35,513−24.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 117,691 | $1.13M | 0.00% | −5,481−4.4% | Reduced |
| BlackRock Inc. | 123,082 | $1.18M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 127,989 | $1.23M | 0.00% | +68,233+114.2% | Added |
| Dakota Wealth Management | 130,189 | $1.25M | 0.05% | +14,989+13.0% | Added |
| TCG Advisory Services, LLC | 134,509 | $1.29M | 0.09% | −3,817−2.8% | Reduced |
| Rareview Capital LLC | 150,758 | $1.45M | 1.33% | +150,758 | New |
| Landscape Capital Management, L.L.C. | 167,808 | $1.61M | 0.14% | +111,945+200.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 171,393 | $1.65M | 0.00% | −34,373−16.7% | Reduced |
| Wakefield Asset Management LLLP | 180,182 | $1.73M | 0.64% | −210−0.1% | Reduced |
| Cetera Advisor Networks LLC | 189,741 | $1.82M | 0.01% | +50,678+36.4% | Added |
| Westchester Capital Management, LLC | 226,076 | $2.17M | 0.09% | +93,437+70.4% | Added |
| Wells Fargo & Company | 231,018 | $2.22M | 0.00% | +11,623+5.3% | Added |
| Advisor Group Holdings, Inc. | 280,647 | $2.70M | 0.00% | −28,524−9.2% | Reduced |