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, Q1 2024
Institutional positions in Invesco Municipal Opportunity Trust as of Mar 31, 2024. 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
- 115
- 0 vs. Q4 2023
- Shares held
- 24.6M
- +1.03M (+4.4%) vs. Q4 2023
- Total value
- $239.1M
- +$12.6M (+5.6%) vs. Q4 2023
- New holders
- 16
- 35 more added
- Sold out
- 16
- 30 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,225,848 | $60.6M | 1.33% | +5,472,556+726.5% | Added |
| Sit Investment Associates Inc | 2,775,643 | $27.0M | 0.62% | +1,591,873+134.5% | Added |
| Karpus Management, Inc. | 2,103,335 | $20.5M | 0.59% | +24,758+1.2% | Added |
| Rivernorth Capital Management, LLC | 1,897,279 | $18.5M | 0.89% | −133,784−6.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,263,852 | $12.3M | 0.66% | +178,550+16.5% | Added |
| UBS Group AG | 1,031,427 | $10.0M | 0.00% | −35,259−3.3% | Reduced |
| Guggenheim Capital LLC | 925,980 | $9.01M | 0.06% | +4,454+0.5% | Added |
| Fiera Capital Corp | 820,054 | $7.98M | 0.02% | −246,730−23.1% | Reduced |
| Robinson Capital Management, LLC | 768,126 | $7.17M | 2.58% | +30,192+4.1% | Added |
| Logan Stone Capital, LLC | 547,473 | $5.33M | 1.14% | −241,162−30.6% | Reduced |
| Van Eck Associates Corp | 529,667 | $5.15M | 0.01% | +20,690+4.1% | Added |
| CNH Partners LLC | 484,611 | $4.72M | 0.17% | −28,920−5.6% | Reduced |
| LPL Financial LLC | 342,499 | $3.33M | 0.00% | +24,458+7.7% | Added |
| Raymond James & Associates | 341,791 | $3.33M | 0.00% | +12,673+3.9% | Added |
| Morgan Stanley | 314,897 | $3.06M | 0.00% | +6,652+2.2% | Added |
| Advisor Group Holdings, Inc. | 276,326 | $2.69M | 0.01% | −4,321−1.5% | Reduced |
| Westchester Capital Management, LLC | 226,076 | $2.20M | 0.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 221,889 | $2.16M | 0.01% | +209,801+1,735.6% | Added |
| Wells Fargo & Company | 214,586 | $2.09M | 0.00% | −16,432−7.1% | Reduced |
| Wakefield Asset Management LLLP | 186,180 | $1.81M | 0.63% | +5,998+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 171,395 | $1.67M | 0.00% | +20.0% | Added |
| Landscape Capital Management, L.L.C. | 170,255 | $1.66M | 0.14% | +2,447+1.5% | Added |
| Rareview Capital LLC | 143,894 | $1.40M | 1.38% | −6,864−4.6% | Reduced |
| Dakota Wealth Management | 126,491 | $1.23M | 0.03% | −3,698−2.8% | Reduced |
| BlackRock Inc. | 123,082 | $1.20M | 0.00% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 116,303 | $1.13M | 0.30% | +116,303 | New |
| Garner Asset Management Corp | 113,530 | $1.10M | 0.56% | +4,575+4.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 113,125 | $1.10M | 0.00% | −4,566−3.9% | Reduced |
| Fort Point Capital Partners LLC | 105,061 | $1.02M | 0.14% | +63,631+153.6% | Added |
| TCG Advisory Services, LLC | 104,464 | $1.02M | 0.06% | −30,045−22.3% | Reduced |
| Invesco Ltd. | 93,596 | $910.7K | 0.00% | +42,336+82.6% | Added |
| Ameriprise Financial Inc | 92,155 | $906.4K | 0.00% | −35,834−28.0% | Reduced |
| Gridiron Partners, LLC | 90,638 | $881.9K | 0.56% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 81,434 | $792.4K | 0.01% | +5,856+7.7% | Added |
| Allspring Global Investments Holdings, LLC | 69,900 | $680.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 63,297 | $615.9K | 0.04% | +270+0.4% | Added |
| Bank of Montreal | 55,288 | $607.1K | 0.00% | −17,500−24.0% | Reduced |
| Janney Montgomery Scott LLC | 59,652 | $580.0K | 0.00% | +6,396+12.0% | Added |
| Commonwealth Equity Services, LLC | 59,537 | $579.0K | 0.00% | +533+0.9% | Added |
| Petra Financial Advisors Inc | 57,440 | $558.9K | 0.41% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 52,386 | $509.7K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 50,962 | $495.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 46,822 | $455.6K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 43,348 | $421.8K | 0.30% | −8,738−16.8% | Reduced |
| HighTower Advisors, LLC | 41,020 | $396.0K | 0.00% | −15,716−27.7% | Reduced |
| Bank of New York Mellon Corp | 39,394 | $383.3K | 0.00% | −4,814−10.9% | Reduced |
| Royal Bank of Canada | 37,000 | $360.0K | 0.00% | −4,595−11.0% | Reduced |
| Stifel Financial Corp | 36,163 | $351.9K | 0.00% | −4,572−11.2% | Reduced |
| Bank of America Corp | 33,285 | $323.9K | 0.00% | −3,028−8.3% | Reduced |
| Rockefeller Capital Management L.P. | 29,820 | $290.2K | 0.00% | +171+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 29,405 | $286.1K | 0.03% | +7,850+36.4% | Added |
| Planning Alternatives Ltd | 29,000 | $282.2K | 0.05% | +5,000+20.8% | Added |
| APCM Wealth Management for Individuals | 28,550 | $277.8K | 0.04% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 28,455 | $276.9K | 0.06% | −3,000−9.5% | Reduced |
| Riverbridge Partners LLC | 26,767 | $260.4K | 0.00% | +900+3.5% | Added |
| Raymond James Trust N.A. | 26,018 | $253.2K | 0.01% | −5,000−16.1% | Reduced |
| Simon Quick Advisors, LLC | 25,763 | $250.7K | 0.02% | +2,607+11.3% | Added |
| Brown Advisory Inc | 24,061 | $234.1K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 22,760 | $221.5K | 0.01% | −2,927−11.4% | Reduced |
| Capital Wealth Alliance, LLC | 22,410 | $218.0K | 0.13% | +173+0.8% | Added |
| Charter Trust Co | 19,795 | $192.6K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 18,955 | $184.4K | 0.00% | −2,781−12.8% | Reduced |
| Shufro Rose & Co LLC | 18,500 | $180.0K | 0.01% | +7,500+68.2% | Added |
| Nomura Holdings Inc | 18,440 | $179.4K | 0.00% | +18,440 | New |
| Kestra Private Wealth Services, LLC | 17,353 | $168.8K | 0.00% | +479+2.8% | Added |
| Capital Investment Advisors, LLC | 16,913 | $164.6K | 0.00% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 16,000 | $155.7K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 18,538 | $152.6K | 0.00% | +18,538 | New |
| Moody National Bank Trust Division | 15,335 | $149.2K | 0.01% | −5,099−25.0% | Reduced |
| Pinnacle Bancorp, Inc. | 15,000 | $145.9K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 15,000 | $145.9K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $140.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,000 | $136.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,559 | $131.9K | 0.03% | +13,559 | New |
| Kercheville Advisors, LLC | 13,067 | $127.1K | 0.06% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,387 | $120.5K | 0.04% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 12,000 | $116.8K | 0.07% | +12,000 | New |
| Great Valley Advisor Group, Inc. | 11,979 | $116.6K | 0.00% | +135+1.1% | Added |
| Sigma Planning Corp | 11,637 | $113.2K | 0.00% | +11,637 | New |
| Kestra Advisory Services, LLC | 11,115 | $108.1K | 0.00% | +11,115 | New |
| Collaborative Wealth Managment Inc. | 11,000 | $107.0K | 0.05% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 10,633 | $103.5K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,454 | $97.0K | 0.04% | −530−4.8% | Reduced |
| JPMorgan Chase & Co | 9,202 | $89.5K | 0.00% | +266+3.0% | Added |
| Harbour Investments, Inc. | 8,946 | $87.0K | 0.00% | +13+0.1% | Added |
| JFS Wealth Advisors, LLC | 8,262 | $80.4K | 0.01% | +123+1.5% | Added |
| Compass Wealth Management LLC | 6,831 | $66.5K | 0.02% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,580 | $64.0K | 0.02% | +6,580 | New |
| Cullen/Frost Bankers, Inc. | 5,167 | $50.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,333 | $42.0K | 0.01% | +4,333 | New |
| Ancora Advisors, LLC | 4,298 | $41.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,545 | $34.5K | 0.00% | −1,177−24.9% | Reduced |
| FMR LLC | 3,093 | $30.1K | 0.00% | +3,093 | New |
| Central Trust Co | 2,938 | $28.6K | 0.00% | +2,938 | New |
| Wolverine Asset Management LLC | 2,000 | $19.5K | 0.00% | −10,670−84.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,837 | $17.9K | 0.00% | −4,128−69.2% | Reduced |
| Mascoma Wealth Management LLC | 1,411 | $13.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,151 | $11.0K | 0.02% | +1,151 | New |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,100 | $10.7K | 0.00% | 00.0% | Unchanged |