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, Q3 2024
Institutional positions in Invesco Municipal Opportunity Trust as of Sep 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
- 119
- +6 vs. Q2 2024
- Shares held
- 22.7M
- −1.85M (−7.5%) vs. Q2 2024
- Total value
- $232.3M
- −$14.4M (−5.8%) vs. Q2 2024
- New holders
- 14
- 37 more added
- Sold out
- 8
- 28 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 6,220,340 | $63.9M | 1.40% | −484,859−7.2% | Reduced |
| Rivernorth Capital Management, LLC | 2,367,527 | $24.3M | 1.17% | +491,922+26.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,504,422 | $15.5M | 0.72% | −6,264−0.4% | Reduced |
| Sit Investment Associates Inc | 1,492,392 | $15.3M | 0.34% | −1,617,921−52.0% | Reduced |
| Robinson Capital Management, LLC | 1,177,716 | $12.2M | 4.19% | +448,713+61.6% | Added |
| Karpus Management, Inc. | 1,149,626 | $11.8M | 0.33% | −557,084−32.6% | Reduced |
| UBS Group AG | 1,046,147 | $10.7M | 0.00% | +66,587+6.8% | Added |
| Guggenheim Capital LLC | 637,925 | $6.55M | 0.05% | +91,479+16.7% | Added |
| Fiera Capital Corp | 556,859 | $5.72M | 0.02% | −12,459−2.2% | Reduced |
| Morgan Stanley | 489,237 | $5.02M | 0.00% | +164,427+50.6% | Added |
| Van Eck Associates Corp | 486,189 | $4.83M | 0.01% | −1,065−0.2% | Reduced |
| Raymond James & Associates | 377,675 | $3.88M | 0.00% | +28,419+8.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 339,766 | $3.49M | 0.00% | +161,128+90.2% | Added |
| Whitebox Advisors LLC | 254,394 | $2.61M | 0.11% | +16,871+7.1% | Added |
| Wells Fargo & Company | 218,866 | $2.25M | 0.00% | −7,204−3.2% | Reduced |
| Advisor Group Holdings, Inc. | 207,748 | $2.13M | 0.00% | +39,244+23.3% | Added |
| Mackay Shields LLC | 205,338 | $2.11M | 0.06% | +30,362+17.4% | Added |
| Kestra Advisory Services, LLC | 198,686 | $2.04M | 0.01% | +187,444+1,667.4% | Added |
| Wakefield Asset Management LLLP | 185,960 | $1.91M | 0.62% | +1,833+1.0% | Added |
| Invesco Ltd. | 162,631 | $1.67M | 0.00% | +45,983+39.4% | Added |
| Rareview Capital LLC | 160,169 | $1.64M | 1.23% | +20,272+14.5% | Added |
| CNH Partners LLC | 151,286 | $1.55M | 0.04% | −218,852−59.1% | Reduced |
| JFS Wealth Advisors, LLC | 144,908 | $1.49M | 0.10% | +136,528+1,629.2% | Added |
| LPL Financial LLC | 143,724 | $1.48M | 0.00% | −186,092−56.4% | Reduced |
| Goldman Sachs Group Inc | 130,580 | $1.34M | 0.00% | +79,618+156.2% | Added |
| Pathstone Holdings, LLC | 125,318 | $1.29M | 0.01% | −92,506−42.5% | Reduced |
| Logan Stone Capital, LLC | 119,655 | $1.23M | 0.31% | −153,540−56.2% | Reduced |
| Stifel Financial Corp | 117,063 | $1.20M | 0.00% | +30,463+35.2% | Added |
| Garner Asset Management Corp | 115,747 | $1.19M | 0.55% | −9,184−7.4% | Reduced |
| Ameriprise Financial Inc | 115,003 | $1.18M | 0.00% | +14,894+14.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 109,158 | $1.12M | 0.00% | −1,876−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,829 | $1.05M | 0.01% | +17,077+20.1% | Added |
| Westchester Capital Management, LLC | 96,458 | $990.6K | 0.05% | −129,618−57.3% | Reduced |
| Stratos Wealth Advisors, LLC | 94,131 | $966.7K | 0.04% | +6,866+7.9% | Added |
| Gridiron Partners, LLC | 90,638 | $930.9K | 0.56% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 83,231 | $854.8K | 0.04% | −22,124−21.0% | Reduced |
| Nuveen Asset Management, LLC | 69,386 | $712.6K | 0.00% | +9,400+15.7% | Added |
| Rothschild Investment LLC | 68,797 | $706.5K | 0.05% | +5,500+8.7% | Added |
| Absolute Investment Advisers LLC | 58,700 | $602.8K | 0.08% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 57,440 | $589.9K | 0.39% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 55,144 | $566.0K | 0.00% | −4,388−7.4% | Reduced |
| GWM Advisors LLC | 49,125 | $504.5K | 0.00% | +35,606+263.4% | Added |
| HighTower Advisors, LLC | 48,162 | $496.0K | 0.00% | +48,162 | New |
| Dakota Wealth Management | 44,949 | $461.6K | 0.01% | −70,000−60.9% | Reduced |
| Melfa Wealth Management, LLC | 43,384 | $445.6K | 0.29% | +200.0% | Added |
| Allspring Global Investments Holdings, LLC | 43,363 | $445.3K | 0.00% | −38,537−47.1% | Reduced |
| The PNC Financial Services Group, Inc. | 42,920 | $440.8K | 0.00% | −1,280−2.9% | Reduced |
| Planning Alternatives Ltd | 39,000 | $400.5K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 38,167 | $390.1K | 0.00% | +649+1.7% | Added |
| Cetera Investment Advisers | 36,874 | $378.7K | 0.00% | −177,477−82.8% | Reduced |
| Royal Bank of Canada | 32,584 | $335.0K | 0.00% | −3,515−9.7% | Reduced |
| Quarry LP | 32,500 | $333.8K | 0.10% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 32,120 | $329.9K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 31,365 | $322.1K | 0.00% | +316+1.0% | Added |
| APCM Wealth Management for Individuals | 28,550 | $293.2K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 26,451 | $271.6K | 0.01% | +4,646+21.3% | Added |
| Bank of New York Mellon Corp | 24,373 | $250.3K | 0.00% | +10.0% | Added |
| Janney Montgomery Scott LLC | 24,221 | $249.0K | 0.00% | −5,630−18.9% | Reduced |
| Riverbridge Partners LLC | 24,151 | $248.0K | 0.00% | −71,933−74.9% | Reduced |
| Brown Advisory Inc | 24,061 | $247.1K | 0.00% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 22,130 | $227.3K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 22,018 | $226.1K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 19,795 | $203.3K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 18,549 | $190.5K | 0.01% | +1,076+6.2% | Added |
| Shufro Rose & Co LLC | 18,500 | $186.5K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,456 | $179.3K | 0.00% | +58+0.3% | Added |
| Capital Investment Advisors, LLC | 16,913 | $173.7K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,976 | $164.1K | 0.00% | +15,976 | New |
| Ackerman Capital Advisors, LLC | 15,647 | $160.7K | 0.04% | +15,647 | New |
| Kercheville Advisors, LLC | 15,067 | $154.7K | 0.07% | +2,000+15.3% | Added |
| Pinnacle Bancorp, Inc. | 15,000 | $154.1K | 0.04% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 15,000 | $154.1K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,626 | $150.2K | 0.00% | +14,626 | New |
| Blue Bell Private Wealth Management, LLC | 14,601 | $150.0K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $147.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 13,961 | $143.4K | 0.00% | +12,383+784.7% | Added |
| RSM US Wealth Management LLC | 13,826 | $142.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,000 | $141.1K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 12,937 | $132.9K | 0.05% | +12,937 | New |
| Summit Trail Advisors, LLC | 12,413 | $127.5K | 0.00% | +12,413 | New |
| Berkeley Capital Partners, LLC | 12,387 | $127.2K | 0.04% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 11,988 | $123.1K | 0.06% | +238+2.0% | Added |
| Collaborative Wealth Managment Inc. | 11,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,809 | $111.0K | 0.00% | −809−7.0% | Reduced |
| Nine Masts Capital Ltd | 10,725 | $110.1K | 0.05% | −31,073−74.3% | Reduced |
| Gill Capital Partners, LLC | 10,189 | $104.6K | 0.04% | −265−2.5% | Reduced |
| Moody National Bank Trust Division | 10,119 | $103.9K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 10,050 | $103.2K | 0.00% | +10,050 | New |
| Harbour Investments, Inc. | 9,946 | $102.1K | 0.00% | +1,000+11.2% | Added |
| Tradewinds Capital Management, LLC | 9,891 | $101.6K | 0.03% | +9,891 | New |
| Compass Wealth Management LLC | 6,831 | $70.2K | 0.02% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,757 | $69.4K | 0.02% | +101+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 5,167 | $53.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,298 | $44.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,237 | $33.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,329 | $23.9K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,090 | $21.5K | 0.00% | +2,090 | New |
| Fortitude Family Office, LLC | 2,000 | $20.5K | 0.01% | +2,000 | New |
| Mascoma Wealth Management LLC | 1,411 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,231 | $13.0K | 0.00% | +1,231 | New |