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, Q4 2024
Institutional positions in Invesco Municipal Opportunity Trust as of Dec 31, 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
- 117
- +1 vs. Q3 2024
- Shares held
- 22.3M
- +366.9K (+1.7%) vs. Q3 2024
- Total value
- $216.7M
- −$8.03M (−3.6%) vs. Q3 2024
- New holders
- 18
- 41 more added
- Sold out
- 17
- 20 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whitebox Advisors LLC | 254,394 | $2.47M | 0.09% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 299,320 | $2.64M | 0.00% | +184,317+160.3% | Added |
| Rareview Capital LLC | 288,132 | $2.96M | 2.14% | +127,963+79.9% | Added |
| LPL Financial LLC | 452,242 | $4.40M | 0.00% | +308,518+214.7% | Added |
| Morgan Stanley | 474,255 | $4.61M | 0.00% | −14,982−3.1% | Reduced |
| Van Eck Associates Corp | 507,362 | $4.93M | 0.01% | +21,173+4.4% | Added |
| Pathstone Holdings, LLC | 560,843 | $5.45M | 0.02% | +435,525+347.5% | Added |
| Fiera Capital Corp | 567,069 | $5.51M | 0.02% | +10,210+1.8% | Added |
| Raymond James Financial Inc | 781,661 | $7.60M | 0.00% | +781,661 | New |
| Guggenheim Capital LLC | 945,263 | $9.19M | 0.08% | +307,338+48.2% | Added |
| UBS Group AG | 1,092,008 | $10.6M | 0.00% | +45,861+4.4% | Added |
| Karpus Management, Inc. | 1,200,132 | $11.7M | 0.34% | +50,506+4.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,321,665 | $12.8M | 0.58% | −182,757−12.1% | Reduced |
| Sit Investment Associates Inc | 1,373,565 | $13.4M | 0.30% | −118,827−8.0% | Reduced |
| Robinson Capital Management, LLC | 1,697,121 | $16.5M | 6.66% | +519,405+44.1% | Added |
| Saba Capital Management, L.P. | 2,180,578 | $21.2M | 0.53% | −4,039,762−64.9% | Reduced |
| Rivernorth Capital Management, LLC | 4,275,300 | $41.6M | 2.00% | +1,907,773+80.6% | Added |
| CNH Partners LLC | 0 | $0 | 0.00% | −151,286−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −119,655−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −48,162−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −32,120−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,976−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −15,647−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −10,725−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −6,757−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −3,237−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −2,329−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,231−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −46,476−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |