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 |
|---|---|---|---|---|---|
| Morgan Stanley | 324,810 | $3.27M | 0.00% | +9,913+3.1% | Added |
| LPL Financial LLC | 329,816 | $3.32M | 0.00% | −12,683−3.7% | Reduced |
| Raymond James & Associates | 349,256 | $3.52M | 0.00% | +7,465+2.2% | Added |
| CNH Partners LLC | 370,138 | $3.73M | 0.10% | −114,473−23.6% | Reduced |
| Van Eck Associates Corp | 487,254 | $4.91M | 0.01% | −42,413−8.0% | Reduced |
| Guggenheim Capital LLC | 546,446 | $5.51M | 0.04% | −379,534−41.0% | Reduced |
| Fiera Capital Corp | 569,318 | $5.74M | 0.02% | −250,736−30.6% | Reduced |
| Robinson Capital Management, LLC | 729,003 | $7.33M | 2.64% | −39,123−5.1% | Reduced |
| UBS Group AG | 979,560 | $9.87M | 0.00% | −51,867−5.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,510,686 | $15.2M | 0.78% | +246,834+19.5% | Added |
| Karpus Management, Inc. | 1,706,710 | $17.2M | 0.48% | −396,625−18.9% | Reduced |
| Rivernorth Capital Management, LLC | 1,875,605 | $18.9M | 0.89% | −21,674−1.1% | Reduced |
| Sit Investment Associates Inc | 3,110,313 | $31.4M | 0.72% | +334,670+12.1% | Added |
| Saba Capital Management, L.P. | 6,705,199 | $67.6M | 1.49% | +479,351+7.7% | Added |
| Angeles Investment Advisors, LLC | 46,900 | – | – | +46,900 | New |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −170,255−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −41,020−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −18,955−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −18,538−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −11,979−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −10,633−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −9,202−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −4,333−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −2,938−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −483−100.0% | Sold out |