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.
Q3 2024 vs. Q2 2024
How the institutions holding Invesco Municipal Opportunity Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 115 | 2 | 119 | +6 |
| Shares | 24.7M | 137.6K | 22.7M | −1.85M (−7.5%) |
| Value | $248.1M | $1.37M | $232.3M | −$14.4M (−5.8%) |
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Invesco Municipal Opportunity Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| HighTower Advisors, LLC | 48,162 | $496.0K | 0.00% |
| Walleye Capital LLC | 15,976 | $164.1K | 0.00% |
| Ackerman Capital Advisors, LLC | 15,647 | $160.7K | 0.04% |
| Cerity Partners LLC | 14,626 | $150.2K | 0.00% |
| Encompass More Asset Management | 12,937 | $132.9K | 0.05% |
| Summit Trail Advisors, LLC | 12,413 | $127.5K | 0.00% |
| Northern Trust Corp | 10,050 | $103.2K | 0.00% |
| Tradewinds Capital Management, LLC | 9,891 | $101.6K | 0.03% |
| Wolverine Asset Management LLC | 2,090 | $21.5K | 0.00% |
| Fortitude Family Office, LLC | 2,000 | $20.5K | 0.01% |
| Bessemer Group Inc | 1,231 | $13.0K | 0.00% |
| ORG Wealth Partners, LLC | 1,151 | $11.8K | 0.00% |
| Provenance Wealth Advisors, LLC | 775 | $7.96K | 0.00% |
| Frazier Financial Advisors, LLC | 284 | $2.92K | 0.00% |
Sold out (8)
Institutions that held Invesco Municipal Opportunity Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Fort Point Capital Partners LLC | 118,702 | $1.20M |
| 1607 Capital Partners, LLC | 46,060 | $464.3K |
| Rockefeller Capital Management L.P. | 28,007 | $282.3K |
| Capital Wealth Alliance, LLC | 22,626 | $228.1K |
| Nomura Holdings Inc | 18,540 | $186.9K |
| ORG Partners LLC | 1,151 | $11.6K |
| CWM, LLC | 1 | $0 |
| Angeles Investment Advisors, LLC | 46,900 | – |
Not filed for Q3 2024 yet (2)
Institutions that held Invesco Municipal Opportunity Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 123,082 | $1.24M |
| Permanent Capital Management, LP | 14,549 | $133.6K |