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, Q1 2025
Institutional positions in Invesco Municipal Opportunity Trust as of Mar 31, 2025. 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
- 109
- −6 vs. Q4 2024
- Shares held
- 20.6M
- −1.66M (−7.5%) vs. Q4 2024
- Total value
- $195.2M
- −$20.7M (−9.6%) vs. Q4 2024
- New holders
- 11
- 40 more added
- Sold out
- 17
- 18 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,274,605 | $40.6M | 2.15% | −6950.0% | Reduced |
| Robinson Capital Management, LLC | 1,727,121 | $16.4M | 6.66% | +30,000+1.8% | Added |
| UBS Group AG | 1,265,676 | $12.0M | 0.00% | +173,668+15.9% | Added |
| Sit Investment Associates Inc | 1,241,991 | $11.8M | 0.28% | −131,574−9.6% | Reduced |
| Karpus Management, Inc. | 1,188,432 | $11.3M | 0.37% | −11,700−1.0% | Reduced |
| Guggenheim Capital LLC | 1,175,072 | $11.2M | 0.10% | +229,809+24.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,084,043 | $10.3M | 0.46% | −237,622−18.0% | Reduced |
| Raymond James Financial Inc | 961,150 | $9.12M | 0.00% | +179,489+23.0% | Added |
| Morgan Stanley | 551,909 | $5.24M | 0.00% | +77,654+16.4% | Added |
| Pathstone Holdings, LLC | 532,457 | $5.13M | 0.02% | −28,386−5.1% | Reduced |
| Fiera Capital Corp | 533,887 | $5.07M | 0.02% | −33,182−5.9% | Reduced |
| LPL Financial LLC | 532,899 | $5.06M | 0.00% | +80,657+17.8% | Added |
| Van Eck Associates Corp | 411,697 | $3.91M | 0.01% | −95,665−18.9% | Reduced |
| Ameriprise Financial Inc | 337,828 | $3.21M | 0.00% | +38,508+12.9% | Added |
| Kestra Advisory Services, LLC | 308,607 | $2.93M | 0.01% | +63,028+25.7% | Added |
| Wells Fargo & Company | 288,366 | $2.74M | 0.00% | +79,961+38.4% | Added |
| Rareview Capital LLC | 281,164 | $2.67M | 1.69% | −6,968−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 261,102 | $2.48M | 0.01% | +226,643+657.7% | Added |
| Stifel Financial Corp | 236,720 | $2.25M | 0.00% | +35,064+17.4% | Added |
| Advisors Asset Management, Inc. | 215,382 | $2.04M | 0.04% | +62,365+40.8% | Added |
| Mackay Shields LLC | 207,705 | $1.97M | 0.06% | +2,367+1.2% | Added |
| Wakefield Asset Management LLLP | 187,884 | $1.78M | 0.54% | +1,309+0.7% | Added |
| JFS Wealth Advisors, LLC | 145,239 | $1.38M | 0.09% | +169+0.1% | Added |
| Goldman Sachs Group Inc | 134,945 | $1.28M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 129,282 | $1.23M | 0.00% | +12,459+10.7% | Added |
| Steward Partners Investment Advisory, LLC | 122,220 | $1.16M | 0.01% | +7,027+6.1% | Added |
| Garner Asset Management Corp | 114,268 | $1.08M | 0.48% | −2,986−2.5% | Reduced |
| Invesco Ltd. | 111,426 | $1.06M | 0.00% | −39,940−26.4% | Reduced |
| Gridiron Partners, LLC | 90,638 | $860.2K | 0.55% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 89,695 | $851.2K | 0.05% | +2,644+3.0% | Added |
| TCG Advisory Services, LLC | 88,367 | $838.6K | 0.03% | −1,803−2.0% | Reduced |
| Westchester Capital Management, LLC | 84,363 | $800.6K | 0.05% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 73,000 | $692.8K | 0.11% | +34,000+87.2% | Added |
| The PNC Financial Services Group, Inc. | 71,092 | $674.7K | 0.00% | +28,168+65.6% | Added |
| Absolute Investment Advisers LLC | 63,600 | $603.6K | 0.09% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 63,528 | $602.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 63,360 | $601.0K | 0.00% | +7,447+13.3% | Added |
| Petra Financial Advisors Inc | 57,440 | $545.1K | 0.45% | 00.0% | Unchanged |
| GWM Advisors LLC | 57,365 | $544.4K | 0.00% | +3,937+7.4% | Added |
| Wealth Alliance Advisory Group, LLC | 53,540 | $508.1K | 0.11% | +16,940+46.3% | Added |
| Rothschild Investment LLC | 49,207 | $467.0K | 0.03% | −19,500−28.4% | Reduced |
| Dakota Wealth Management | 45,762 | $434.3K | 0.01% | −132−0.3% | Reduced |
| Royal Bank of Canada | 44,400 | $421.0K | 0.00% | +6,422+16.9% | Added |
| Janney Montgomery Scott LLC | 43,738 | $415.0K | 0.00% | +5,120+13.3% | Added |
| Melfa Wealth Management, LLC | 43,428 | $412.1K | 0.28% | +22+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 43,363 | $411.5K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 40,055 | $380.1K | 0.00% | +310+0.8% | Added |
| Concurrent Investment Advisors, LLC | 39,664 | $376.4K | 0.01% | +13,524+51.7% | Added |
| Cetera Investment Advisers | 36,807 | $349.3K | 0.00% | +6,655+22.1% | Added |
| Nuveen, LLC | 32,559 | $309.0K | 0.00% | +32,559 | New |
| Quarry LP | 32,500 | $308.4K | 0.08% | 00.0% | Unchanged |
| Bank of America Corp | 31,906 | $302.8K | 0.00% | +4,088+14.7% | Added |
| AlphaCore Capital LLC | 31,741 | $301.2K | 0.03% | +31,741 | New |
| StoneX Group Inc. | 30,065 | $285.3K | 0.02% | +100.0% | Added |
| Live Oak Private Wealth LLC | 30,000 | $284.7K | 0.05% | +10,000+50.0% | Added |
| Readystate Asset Management LP | 29,719 | $282.0K | 0.01% | +29,719 | New |
| APCM Wealth Management for Individuals | 28,550 | $270.9K | 0.04% | 00.0% | Unchanged |
| Marex Group plc | 27,400 | $260.0K | 0.00% | −11,300−29.2% | Reduced |
| Insight Wealth Strategies, LLC | 25,878 | $245.6K | 0.03% | +495+2.0% | Added |
| Brown Advisory Inc | 25,511 | $242.1K | 0.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 24,966 | $236.9K | 0.00% | +1,688+7.3% | Added |
| Summit Financial Wealth Advisors, LLC | 21,500 | $204.0K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 20,330 | $192.9K | 0.01% | +792+4.1% | Added |
| Charter Trust Co | 19,795 | $187.9K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 18,850 | $178.9K | 0.03% | +18,850 | New |
| Shufro Rose & Co LLC | 18,500 | $175.6K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,193 | $163.2K | 0.00% | −2,379−12.2% | Reduced |
| Capital Investment Advisors, LLC | 16,913 | $160.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,416 | $155.8K | 0.00% | +16,416 | New |
| Kercheville Advisors, LLC | 15,067 | $143.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15,000 | $142.3K | 0.05% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 14,517 | $137.8K | 0.04% | −1,132−7.2% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $136.7K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 13,826 | $131.2K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,964 | $123.0K | 0.00% | −1,363−9.5% | Reduced |
| Encompass More Asset Management | 12,937 | $122.8K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 12,717 | $120.7K | 0.00% | +410+3.3% | Added |
| Blue Bell Private Wealth Management, LLC | 12,389 | $117.6K | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,387 | $117.6K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,375 | $107.9K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 11,000 | $104.4K | 0.05% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 10,211 | $96.9K | 0.03% | +10,211 | New |
| Gill Capital Partners, LLC | 10,189 | $96.7K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 10,175 | $96.6K | 0.00% | +64+0.6% | Added |
| Concorde Asset Management, LLC | 10,299 | $94.8K | 0.05% | +10,299 | New |
| Tradewinds Capital Management, LLC | 9,891 | $93.9K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,746 | $73.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 6,831 | $64.8K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,167 | $49.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,163 | $39.5K | 0.00% | −135−3.1% | Reduced |
| US Bancorp | 2,700 | $25.6K | 0.00% | +2,174+413.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,171 | $20.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 1,932 | $18.3K | 0.00% | +1,932 | New |
| CWM, LLC | 1,836 | $17.0K | 0.00% | +6+0.3% | Added |
| Mascoma Wealth Management LLC | 1,411 | $13.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,334 | $12.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,247 | $11.8K | 0.00% | +1,247 | New |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,151 | $11.0K | 0.00% | 00.0% | Unchanged |