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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1,193 | $11.0K | 0.00% | +1,193 | New |
| Spire Wealth Management | 1,100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 911 | $8.76K | 0.00% | +21+2.4% | Added |
| Webster Bank, N. A. | 798 | $7.67K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 646 | $6.21K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 665 | $5.47K | 0.00% | +5+0.8% | Added |
| Global Retirement Partners, LLC | 576 | $5.44K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 542 | $5.21K | 0.00% | +542 | New |
| US Bancorp | 526 | $5.05K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 500 | $4.80K | 0.00% | +500 | New |
| Prestige Wealth Management Group LLC | 445 | $4.27K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $2.83K | 0.00% | −200−40.4% | Reduced |
| SOA Wealth Advisors, LLC. | 254 | $2.44K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14 | $135 | 0.00% | +11+366.7% | Added |
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −28,971−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −24,710−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −22,386−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −19,424−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −18,538−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −17,427−100.0% | Sold out |
| Sandbox Financial Partners, LLC | 0 | $0 | 0.00% | −12,569−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −11,681−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −10,478−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |