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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 5 | $49 | 0.00% | −9−64.3% | Reduced |
| CWM, LLC | 90 | $1.00K | 0.00% | +2+2.3% | Added |
| SOA Wealth Advisors, LLC. | 254 | $2.47K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $2.87K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 349 | $3.40K | 0.00% | +349 | New |
| Prestige Wealth Management Group LLC | 445 | $4.33K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 483 | $4.70K | 0.00% | +483 | New |
| US Bancorp | 526 | $5.12K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 548 | $5.33K | 0.00% | +548 | New |
| Global Retirement Partners, LLC | 576 | $5.60K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 646 | $6.29K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 683 | $6.65K | 0.00% | +18+2.7% | Added |
| Bessemer Group Inc | 932 | $9.00K | 0.00% | −261−21.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,088 | $10.4K | 0.00% | +1,088 | New |
| Spire Wealth Management | 1,100 | $10.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,151 | $11.0K | 0.02% | +1,151 | New |
| Mascoma Wealth Management LLC | 1,411 | $13.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,837 | $17.9K | 0.00% | −4,128−69.2% | Reduced |
| Wolverine Asset Management LLC | 2,000 | $19.5K | 0.00% | −10,670−84.2% | Reduced |
| Central Trust Co | 2,938 | $28.6K | 0.00% | +2,938 | New |
| FMR LLC | 3,093 | $30.1K | 0.00% | +3,093 | New |
| Umb Bank N A | 3,545 | $34.5K | 0.00% | −1,177−24.9% | Reduced |
| Ancora Advisors, LLC | 4,298 | $41.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,333 | $42.0K | 0.01% | +4,333 | New |
| Cullen/Frost Bankers, Inc. | 5,167 | $50.3K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,580 | $64.0K | 0.02% | +6,580 | New |
| Compass Wealth Management LLC | 6,831 | $66.5K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8,262 | $80.4K | 0.01% | +123+1.5% | Added |
| Harbour Investments, Inc. | 8,946 | $87.0K | 0.00% | +13+0.1% | Added |
| JPMorgan Chase & Co | 9,202 | $89.5K | 0.00% | +266+3.0% | Added |
| Gill Capital Partners, LLC | 10,454 | $97.0K | 0.04% | −530−4.8% | Reduced |
| Modera Wealth Management, LLC | 10,633 | $103.5K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 11,000 | $107.0K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,115 | $108.1K | 0.00% | +11,115 | New |
| Sigma Planning Corp | 11,637 | $113.2K | 0.00% | +11,637 | New |
| Great Valley Advisor Group, Inc. | 11,979 | $116.6K | 0.00% | +135+1.1% | Added |
| WMG Financial Advisors, LLC | 12,000 | $116.8K | 0.07% | +12,000 | New |
| Berkeley Capital Partners, LLC | 12,387 | $120.5K | 0.04% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $127.1K | 0.06% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13,559 | $131.9K | 0.03% | +13,559 | New |
| Advisory Services Network, LLC | 14,000 | $136.2K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $140.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15,000 | $145.9K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 15,000 | $145.9K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 15,335 | $149.2K | 0.01% | −5,099−25.0% | Reduced |
| National Asset Management, Inc. | 18,538 | $152.6K | 0.00% | +18,538 | New |
| Wellspring Financial Advisors, LLC | 16,000 | $155.7K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,913 | $164.6K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,353 | $168.8K | 0.00% | +479+2.8% | Added |
| Nomura Holdings Inc | 18,440 | $179.4K | 0.00% | +18,440 | New |
| Shufro Rose & Co LLC | 18,500 | $180.0K | 0.01% | +7,500+68.2% | Added |
| Summit Trail Advisors, LLC | 18,955 | $184.4K | 0.00% | −2,781−12.8% | Reduced |
| Charter Trust Co | 19,795 | $192.6K | 0.01% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 22,410 | $218.0K | 0.13% | +173+0.8% | Added |
| Concurrent Investment Advisors, LLC | 22,760 | $221.5K | 0.01% | −2,927−11.4% | Reduced |
| Brown Advisory Inc | 24,061 | $234.1K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 25,763 | $250.7K | 0.02% | +2,607+11.3% | Added |
| Raymond James Trust N.A. | 26,018 | $253.2K | 0.01% | −5,000−16.1% | Reduced |
| Riverbridge Partners LLC | 26,767 | $260.4K | 0.00% | +900+3.5% | Added |
| Summit Financial Wealth Advisors, LLC | 28,455 | $276.9K | 0.06% | −3,000−9.5% | Reduced |
| APCM Wealth Management for Individuals | 28,550 | $277.8K | 0.04% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 29,000 | $282.2K | 0.05% | +5,000+20.8% | Added |
| Kingswood Wealth Advisors, LLC | 29,405 | $286.1K | 0.03% | +7,850+36.4% | Added |
| Rockefeller Capital Management L.P. | 29,820 | $290.2K | 0.00% | +171+0.6% | Added |
| Bank of America Corp | 33,285 | $323.9K | 0.00% | −3,028−8.3% | Reduced |
| Stifel Financial Corp | 36,163 | $351.9K | 0.00% | −4,572−11.2% | Reduced |
| Royal Bank of Canada | 37,000 | $360.0K | 0.00% | −4,595−11.0% | Reduced |
| Bank of New York Mellon Corp | 39,394 | $383.3K | 0.00% | −4,814−10.9% | Reduced |
| HighTower Advisors, LLC | 41,020 | $396.0K | 0.00% | −15,716−27.7% | Reduced |
| Melfa Wealth Management, LLC | 43,348 | $421.8K | 0.30% | −8,738−16.8% | Reduced |
| The PNC Financial Services Group, Inc. | 46,822 | $455.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 50,962 | $495.9K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 52,386 | $509.7K | 0.00% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 57,440 | $558.9K | 0.41% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 59,537 | $579.0K | 0.00% | +533+0.9% | Added |
| Janney Montgomery Scott LLC | 59,652 | $580.0K | 0.00% | +6,396+12.0% | Added |
| Bank of Montreal | 55,288 | $607.1K | 0.00% | −17,500−24.0% | Reduced |
| Rothschild Investment LLC | 63,297 | $615.9K | 0.04% | +270+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 69,900 | $680.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 81,434 | $792.4K | 0.01% | +5,856+7.7% | Added |
| Gridiron Partners, LLC | 90,638 | $881.9K | 0.56% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 92,155 | $906.4K | 0.00% | −35,834−28.0% | Reduced |
| Invesco Ltd. | 93,596 | $910.7K | 0.00% | +42,336+82.6% | Added |
| TCG Advisory Services, LLC | 104,464 | $1.02M | 0.06% | −30,045−22.3% | Reduced |
| Fort Point Capital Partners LLC | 105,061 | $1.02M | 0.14% | +63,631+153.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 113,125 | $1.10M | 0.00% | −4,566−3.9% | Reduced |
| Garner Asset Management Corp | 113,530 | $1.10M | 0.56% | +4,575+4.2% | Added |
| Nine Masts Capital Ltd | 116,303 | $1.13M | 0.30% | +116,303 | New |
| BlackRock Inc. | 123,082 | $1.20M | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 126,491 | $1.23M | 0.03% | −3,698−2.8% | Reduced |
| Rareview Capital LLC | 143,894 | $1.40M | 1.38% | −6,864−4.6% | Reduced |
| Landscape Capital Management, L.L.C. | 170,255 | $1.66M | 0.14% | +2,447+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 171,395 | $1.67M | 0.00% | +20.0% | Added |
| Wakefield Asset Management LLLP | 186,180 | $1.81M | 0.63% | +5,998+3.3% | Added |
| Wells Fargo & Company | 214,586 | $2.09M | 0.00% | −16,432−7.1% | Reduced |
| Cetera Investment Advisers | 221,889 | $2.16M | 0.01% | +209,801+1,735.6% | Added |
| Westchester Capital Management, LLC | 226,076 | $2.20M | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 276,326 | $2.69M | 0.01% | −4,321−1.5% | Reduced |