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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 198,686 | $2.04M | 0.01% | +187,444+1,667.4% | Added |
| Mackay Shields LLC | 205,338 | $2.11M | 0.06% | +30,362+17.4% | Added |
| Advisor Group Holdings, Inc. | 207,748 | $2.13M | 0.00% | +39,244+23.3% | Added |
| Wells Fargo & Company | 218,866 | $2.25M | 0.00% | −7,204−3.2% | Reduced |
| Whitebox Advisors LLC | 254,394 | $2.61M | 0.11% | +16,871+7.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 339,766 | $3.49M | 0.00% | +161,128+90.2% | Added |
| Raymond James & Associates | 377,675 | $3.88M | 0.00% | +28,419+8.1% | Added |
| Van Eck Associates Corp | 486,189 | $4.83M | 0.01% | −1,065−0.2% | Reduced |
| Morgan Stanley | 489,237 | $5.02M | 0.00% | +164,427+50.6% | Added |
| Fiera Capital Corp | 556,859 | $5.72M | 0.02% | −12,459−2.2% | Reduced |
| Guggenheim Capital LLC | 637,925 | $6.55M | 0.05% | +91,479+16.7% | Added |
| UBS Group AG | 1,046,147 | $10.7M | 0.00% | +66,587+6.8% | Added |
| Karpus Management, Inc. | 1,149,626 | $11.8M | 0.33% | −557,084−32.6% | Reduced |
| Robinson Capital Management, LLC | 1,177,716 | $12.2M | 4.19% | +448,713+61.6% | Added |
| Sit Investment Associates Inc | 1,492,392 | $15.3M | 0.34% | −1,617,921−52.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,504,422 | $15.5M | 0.72% | −6,264−0.4% | Reduced |
| Rivernorth Capital Management, LLC | 2,367,527 | $24.3M | 1.17% | +491,922+26.2% | Added |
| Saba Capital Management, L.P. | 6,220,340 | $63.9M | 1.40% | −484,859−7.2% | Reduced |
| International Assets Investment Management, LLC | 46,476 | – | – | +41,987+935.3% | Added |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −118,702−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −46,060−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −28,007−100.0% | Sold out |
| Capital Wealth Alliance, LLC | 0 | $0 | 0.00% | −22,626−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,540−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −46,900−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Permanent Capital Management, LP | – | – | – | – | Not filed |