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 |
|---|---|---|---|---|---|
| Morgan Stanley | 314,897 | $3.06M | 0.00% | +6,652+2.2% | Added |
| Raymond James & Associates | 341,791 | $3.33M | 0.00% | +12,673+3.9% | Added |
| LPL Financial LLC | 342,499 | $3.33M | 0.00% | +24,458+7.7% | Added |
| CNH Partners LLC | 484,611 | $4.72M | 0.17% | −28,920−5.6% | Reduced |
| Van Eck Associates Corp | 529,667 | $5.15M | 0.01% | +20,690+4.1% | Added |
| Logan Stone Capital, LLC | 547,473 | $5.33M | 1.14% | −241,162−30.6% | Reduced |
| Robinson Capital Management, LLC | 768,126 | $7.17M | 2.58% | +30,192+4.1% | Added |
| Fiera Capital Corp | 820,054 | $7.98M | 0.02% | −246,730−23.1% | Reduced |
| Guggenheim Capital LLC | 925,980 | $9.01M | 0.06% | +4,454+0.5% | Added |
| UBS Group AG | 1,031,427 | $10.0M | 0.00% | −35,259−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,263,852 | $12.3M | 0.66% | +178,550+16.5% | Added |
| Rivernorth Capital Management, LLC | 1,897,279 | $18.5M | 0.89% | −133,784−6.6% | Reduced |
| Karpus Management, Inc. | 2,103,335 | $20.5M | 0.59% | +24,758+1.2% | Added |
| Sit Investment Associates Inc | 2,775,643 | $27.0M | 0.62% | +1,591,873+134.5% | Added |
| Saba Capital Management, L.P. | 6,225,848 | $60.6M | 1.33% | +5,472,556+726.5% | Added |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −5,568,706−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −189,741−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −71,200−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −52,349−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −52,349−100.0% | Sold out |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −30,852−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,058−100.0% | Sold out |
| Fairhaven Wealth Management, LLC | 0 | $0 | 0.00% | −13,206−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −12,833−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −11,697−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −798−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −542−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |