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, Q2 2024
Institutional positions in Invesco Municipal Opportunity Trust as of Jun 30, 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. Q1 2024
- Shares held
- 24.7M
- +63.5K (+0.3%) vs. Q1 2024
- Total value
- $248.1M
- +$9.03M (+3.8%) vs. Q1 2024
- New holders
- 14
- 29 more added
- Sold out
- 14
- 36 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 1 | $0 | 0.00% | −89−98.9% | Reduced |
| FMR LLC | 1 | $10 | 0.00% | −3,092−100.0% | Reduced |
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 19 | $192 | 0.00% | +14+280.0% | Added |
| SOA Wealth Advisors, LLC. | 254 | $2.56K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 295 | $2.97K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 349 | $3.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.48K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 526 | $5.30K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 548 | $5.52K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 576 | $5.81K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 646 | $6.51K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 693 | $6.99K | 0.00% | +10+1.5% | Added |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,088 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,151 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $14.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,578 | $15.9K | 0.00% | −259−14.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,316 | $23.3K | 0.00% | +2,316 | New |
| Umb Bank N A | 2,329 | $23.5K | 0.00% | −1,216−34.3% | Reduced |
| Colonial Trust Co | 3,237 | $32.6K | 0.01% | +3,237 | New |
| Ancora Advisors, LLC | 4,298 | $43.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,489 | $45.3K | 0.00% | +4,489 | New |
| Cullen/Frost Bankers, Inc. | 5,167 | $52.1K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,656 | $67.1K | 0.02% | +76+1.2% | Added |
| Compass Wealth Management LLC | 6,831 | $68.9K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8,380 | $84.5K | 0.01% | +118+1.4% | Added |
| Harbour Investments, Inc. | 8,946 | $90.2K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 10,119 | $102.0K | 0.01% | −5,216−34.0% | Reduced |
| Gill Capital Partners, LLC | 10,454 | $105.4K | 0.04% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 11,000 | $110.9K | 0.05% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,242 | $113.3K | 0.00% | +127+1.1% | Added |
| Sigma Planning Corp | 11,618 | $117.1K | 0.00% | −19−0.2% | Reduced |
| WMG Financial Advisors, LLC | 11,750 | $118.4K | 0.06% | −250−2.1% | Reduced |
| Berkeley Capital Partners, LLC | 12,387 | $124.9K | 0.04% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 13,067 | $131.7K | 0.06% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 14,549 | $133.6K | 0.03% | +14,549 | New |
| GWM Advisors LLC | 13,519 | $136.3K | 0.00% | +13,519 | New |
| RSM US Wealth Management LLC | 13,826 | $139.0K | 0.00% | +13,826 | New |
| Advisory Services Network, LLC | 14,000 | $141.1K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $145.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 14,601 | $147.2K | 0.03% | +1,042+7.7% | Added |
| Pinnacle Bancorp, Inc. | 15,000 | $151.2K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 15,000 | $151.2K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 16,913 | $170.5K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,398 | $175.4K | 0.00% | +45+0.3% | Added |
| Simon Quick Advisors, LLC | 17,473 | $176.1K | 0.01% | −8,290−32.2% | Reduced |
| Shufro Rose & Co LLC | 18,500 | $186.5K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 18,540 | $186.9K | 0.00% | +100+0.5% | Added |
| Charter Trust Co | 19,795 | $199.5K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21,805 | $219.8K | 0.01% | −955−4.2% | Reduced |
| Raymond James Trust N.A. | 22,018 | $221.9K | 0.01% | −4,000−15.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 22,130 | $223.1K | 0.05% | −6,325−22.2% | Reduced |
| Capital Wealth Alliance, LLC | 22,626 | $228.1K | 0.13% | +216+1.0% | Added |
| Brown Advisory Inc | 24,061 | $242.5K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 24,372 | $245.7K | 0.00% | −15,022−38.1% | Reduced |
| Rockefeller Capital Management L.P. | 28,007 | $282.3K | 0.00% | −1,813−6.1% | Reduced |
| APCM Wealth Management for Individuals | 28,550 | $287.8K | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 29,851 | $301.0K | 0.00% | −29,801−50.0% | Reduced |
| Bank of America Corp | 31,049 | $313.0K | 0.00% | −2,236−6.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 32,120 | $323.8K | 0.03% | +2,715+9.2% | Added |
| Quarry LP | 32,500 | $327.6K | 0.14% | +32,500 | New |
| Royal Bank of Canada | 36,099 | $364.0K | 0.00% | −901−2.4% | Reduced |
| Planning Alternatives Ltd | 39,000 | $393.1K | 0.06% | +10,000+34.5% | Added |
| Bank of Montreal | 37,518 | $408.9K | 0.00% | −17,770−32.1% | Reduced |
| Nine Masts Capital Ltd | 41,798 | $421.3K | 0.13% | −74,505−64.1% | Reduced |
| Melfa Wealth Management, LLC | 43,364 | $437.1K | 0.31% | +160.0% | Added |
| The PNC Financial Services Group, Inc. | 44,200 | $445.5K | 0.00% | −2,622−5.6% | Reduced |
| 1607 Capital Partners, LLC | 46,060 | $464.3K | 0.04% | +46,060 | New |
| Goldman Sachs Group Inc | 50,962 | $513.7K | 0.00% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 57,440 | $579.0K | 0.42% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 58,700 | $591.7K | 0.09% | +58,700 | New |
| Commonwealth Equity Services, LLC | 59,532 | $600.0K | 0.00% | −50.0% | Reduced |
| Nuveen Asset Management, LLC | 59,986 | $604.7K | 0.00% | +7,600+14.5% | Added |
| Rothschild Investment LLC | 63,297 | $638.0K | 0.04% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 81,900 | $825.6K | 0.00% | +12,000+17.2% | Added |
| Steward Partners Investment Advisory, LLC | 84,752 | $854.3K | 0.01% | +3,318+4.1% | Added |
| Stifel Financial Corp | 86,600 | $872.9K | 0.00% | +50,437+139.5% | Added |
| Stratos Wealth Advisors, LLC | 87,265 | $879.6K | 0.04% | +87,265 | New |
| Gridiron Partners, LLC | 90,638 | $913.6K | 0.58% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 96,084 | $968.5K | 0.01% | +69,317+259.0% | Added |
| Ameriprise Financial Inc | 100,109 | $1.01M | 0.00% | +7,954+8.6% | Added |
| TCG Advisory Services, LLC | 105,355 | $1.06M | 0.05% | +891+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 111,034 | $1.12M | 0.00% | −2,091−1.8% | Reduced |
| Dakota Wealth Management | 114,949 | $1.16M | 0.03% | −11,542−9.1% | Reduced |
| Invesco Ltd. | 116,648 | $1.18M | 0.00% | +23,052+24.6% | Added |
| Fort Point Capital Partners LLC | 118,702 | $1.20M | 0.15% | +13,641+13.0% | Added |
| BlackRock Inc. | 123,082 | $1.24M | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 124,931 | $1.26M | 0.61% | +11,401+10.0% | Added |
| Rareview Capital LLC | 139,897 | $1.41M | 1.35% | −3,997−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 168,504 | $1.70M | 0.00% | −107,822−39.0% | Reduced |
| Mackay Shields LLC | 174,976 | $1.76M | 0.05% | +174,976 | New |
| Raymond James Financial Services Advisors, Inc. | 178,638 | $1.80M | 0.00% | +7,243+4.2% | Added |
| Wakefield Asset Management LLLP | 184,127 | $1.86M | 0.65% | −2,053−1.1% | Reduced |
| Cetera Investment Advisers | 214,351 | $2.16M | 0.00% | −7,538−3.4% | Reduced |
| Pathstone Holdings, LLC | 217,824 | $2.20M | 0.01% | +217,824 | New |
| Wells Fargo & Company | 226,070 | $2.28M | 0.00% | +11,484+5.4% | Added |
| Westchester Capital Management, LLC | 226,076 | $2.28M | 0.10% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 237,523 | $2.39M | 0.10% | +237,523 | New |
| Logan Stone Capital, LLC | 273,195 | $2.75M | 0.71% | −274,278−50.1% | Reduced |