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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.

Institutional holdersQ1 2025: 109 institutions
Q1 2021: 92 institutionsQ2 2021: 89 institutionsQ3 2021: 92 institutionsQ4 2021: 88 institutionsQ1 2022: 107 institutionsQ2 2022: 108 institutionsQ3 2022: 106 institutionsQ4 2022: 109 institutionsQ1 2023: 105 institutionsQ2 2023: 109 institutionsQ3 2023: 111 institutionsQ4 2023: 116 institutionsQ1 2024: 115 institutionsQ2 2024: 115 institutionsQ3 2024: 119 institutionsQ4 2024: 117 institutionsQ1 2025: 109 institutionsQ2 2025: 106 institutionsQ3 2025: 102 institutionsQ4 2025: 112 institutionsQ1 2026: 106 institutionsQ2 2026: 110 institutions
Value heldQ1 2025: $195.2M
Q1 2021: $178.9MQ2 2021: $188.7MQ3 2021: $185.9MQ4 2021: $187.7MQ1 2022: $145.7MQ2 2022: $157.5MQ3 2022: $140.6MQ4 2022: $183.0MQ1 2023: $186.4MQ2 2023: $188.4MQ3 2023: $172.1MQ4 2023: $226.5MQ1 2024: $239.1MQ2 2024: $248.1MQ3 2024: $232.3MQ4 2024: $216.7MQ1 2025: $195.2MQ2 2025: $181.5MQ3 2025: $182.5MQ4 2025: $184.7MQ1 2026: $169.9MQ2 2026: $165.8M
Institutions holding VMO and their total value by quarter
QuarterHoldersValue
Q2 2026110$165.8M
Q1 2026106$169.9M
Q4 2025112$184.7M
Q3 2025102$182.5M
Q2 2025106$181.5M
Q1 2025109$195.2M
Q4 2024117$216.7M
Q3 2024119$232.3M
Q2 2024115$248.1M
Q1 2024115$239.1M
Q4 2023116$226.5M
Q3 2023111$172.1M
Q2 2023109$188.4M
Q1 2023105$186.4M
Q4 2022109$183.0M
Q3 2022106$140.6M
Q2 2022108$157.5M
Q1 2022107$145.7M
Q4 202188$187.7M
Q3 202192$185.9M
Q2 202189$188.7M
Q1 202192$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.

Institutions holding VMO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$90.00%––
Tower Research Capital LLC (TRC)8$760.00%00.0%Unchanged
Runnymede Capital Advisors, Inc.115$1.09K0.00%+115New
SOA Wealth Advisors, LLC.254$2.41K0.00%00.0%Unchanged
Geneos Wealth Management Inc.295$2.80K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC445$4.22K0.00%00.0%Unchanged
Beacon Capital Management, LLC728$6.91K0.00%+9+1.3%Added
Farther Finance Advisors, LLC886$8.45K0.00%+886New
CIBC Private Wealth Group, LLC1,088$9.80K0.00%00.0%Unchanged
ORG Wealth Partners, LLC1,151$11.0K0.00%00.0%Unchanged
TSFG, LLC1,136$11.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP1,247$11.8K0.00%+1,247New
MAI Capital Management1,334$12.7K0.00%00.0%Unchanged
Mascoma Wealth Management LLC1,411$13.4K0.00%00.0%Unchanged
CWM, LLC1,836$17.0K0.00%+6+0.3%Added
Elequin Capital LP1,932$18.3K0.00%+1,932New
Fortitude Family Office, LLC2,000$19.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co2,171$20.6K0.00%00.0%Unchanged
US Bancorp2,700$25.6K0.00%+2,174+413.3%Added
Ancora Advisors, LLC4,163$39.5K0.00%−135−3.1%Reduced
Cullen/Frost Bankers, Inc.5,167$49.0K0.00%00.0%Unchanged
Compass Wealth Management LLC6,831$64.8K0.02%00.0%Unchanged
Harbour Investments, Inc.7,746$73.5K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC9,891$93.9K0.03%00.0%Unchanged
Concorde Asset Management, LLC10,299$94.8K0.05%+10,299New
Northern Trust Corp10,175$96.6K0.00%+64+0.6%Added
Gill Capital Partners, LLC10,189$96.7K0.03%00.0%Unchanged
Ackerman Capital Advisors, LLC10,211$96.9K0.03%+10,211New
Collaborative Wealth Managment Inc.11,000$104.4K0.05%00.0%Unchanged
Moody National Bank Trust Division11,375$107.9K0.01%00.0%Unchanged
Berkeley Capital Partners, LLC12,387$117.6K0.03%00.0%Unchanged
Blue Bell Private Wealth Management, LLC12,389$117.6K0.02%00.0%Unchanged
Summit Trail Advisors, LLC12,717$120.7K0.00%+410+3.3%Added
Encompass More Asset Management12,937$122.8K0.04%00.0%Unchanged
Cerity Partners LLC12,964$123.0K0.00%−1,363−9.5%Reduced
RSM US Wealth Management LLC13,826$131.2K0.00%00.0%Unchanged
Cresset Asset Management, LLC14,400$136.7K0.00%00.0%Unchanged
Permanent Capital Management, LP14,517$137.8K0.04%−1,132−7.2%Reduced
Pinnacle Bancorp, Inc.15,000$142.3K0.05%00.0%Unchanged
Kercheville Advisors, LLC15,067$143.0K0.06%00.0%Unchanged
Jane Street Group, LLC16,416$155.8K0.00%+16,416New
Capital Investment Advisors, LLC16,913$160.5K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC17,193$163.2K0.00%−2,379−12.2%Reduced
Shufro Rose & Co LLC18,500$175.6K0.01%00.0%Unchanged
Formidable Asset Management, LLC18,850$178.9K0.03%+18,850New
Charter Trust Co19,795$187.9K0.01%00.0%Unchanged
Simon Quick Advisors, LLC20,330$192.9K0.01%+792+4.1%Added
Summit Financial Wealth Advisors, LLC21,500$204.0K0.04%00.0%Unchanged
Riverbridge Partners LLC24,966$236.9K0.00%+1,688+7.3%Added
Brown Advisory Inc25,511$242.1K0.00%00.0%Unchanged
Insight Wealth Strategies, LLC25,878$245.6K0.03%+495+2.0%Added
Marex Group plc27,400$260.0K0.00%−11,300−29.2%Reduced
APCM Wealth Management for Individuals28,550$270.9K0.04%00.0%Unchanged
Readystate Asset Management LP29,719$282.0K0.01%+29,719New
Live Oak Private Wealth LLC30,000$284.7K0.05%+10,000+50.0%Added
StoneX Group Inc.30,065$285.3K0.02%+100.0%Added
AlphaCore Capital LLC31,741$301.2K0.03%+31,741New
Bank of America Corp31,906$302.8K0.00%+4,088+14.7%Added
Quarry LP32,500$308.4K0.08%00.0%Unchanged
Nuveen, LLC32,559$309.0K0.00%+32,559New
Cetera Investment Advisers36,807$349.3K0.00%+6,655+22.1%Added
Concurrent Investment Advisors, LLC39,664$376.4K0.01%+13,524+51.7%Added
Bank of Montreal40,055$380.1K0.00%+310+0.8%Added
Allspring Global Investments Holdings, LLC43,363$411.5K0.00%00.0%Unchanged
Melfa Wealth Management, LLC43,428$412.1K0.28%+22+0.1%Added
Janney Montgomery Scott LLC43,738$415.0K0.00%+5,120+13.3%Added
Royal Bank of Canada44,400$421.0K0.00%+6,422+16.9%Added
Dakota Wealth Management45,762$434.3K0.01%−132−0.3%Reduced
Rothschild Investment LLC49,207$467.0K0.03%−19,500−28.4%Reduced
Wealth Alliance Advisory Group, LLC53,540$508.1K0.11%+16,940+46.3%Added
GWM Advisors LLC57,365$544.4K0.00%+3,937+7.4%Added
Petra Financial Advisors Inc57,440$545.1K0.45%00.0%Unchanged
Commonwealth Equity Services, LLC63,360$601.0K0.00%+7,447+13.3%Added
Bank of New York Mellon Corp63,528$602.9K0.00%00.0%Unchanged
Absolute Investment Advisers LLC63,600$603.6K0.09%00.0%Unchanged
The PNC Financial Services Group, Inc.71,092$674.7K0.00%+28,168+65.6%Added
Planning Alternatives Ltd73,000$692.8K0.11%+34,000+87.2%Added
Westchester Capital Management, LLC84,363$800.6K0.05%00.0%Unchanged
TCG Advisory Services, LLC88,367$838.6K0.03%−1,803−2.0%Reduced
Stratos Wealth Advisors, LLC89,695$851.2K0.05%+2,644+3.0%Added
Gridiron Partners, LLC90,638$860.2K0.55%00.0%Unchanged
Invesco Ltd.111,426$1.06M0.00%−39,940−26.4%Reduced
Garner Asset Management Corp114,268$1.08M0.48%−2,986−2.5%Reduced
Steward Partners Investment Advisory, LLC122,220$1.16M0.01%+7,027+6.1%Added
Cambridge Investment Research Advisors, Inc.129,282$1.23M0.00%+12,459+10.7%Added
Goldman Sachs Group Inc134,945$1.28M0.00%00.0%Unchanged
JFS Wealth Advisors, LLC145,239$1.38M0.09%+169+0.1%Added
Wakefield Asset Management LLLP187,884$1.78M0.54%+1,309+0.7%Added
Mackay Shields LLC207,705$1.97M0.06%+2,367+1.2%Added
Advisors Asset Management, Inc.215,382$2.04M0.04%+62,365+40.8%Added
Stifel Financial Corp236,720$2.25M0.00%+35,064+17.4%Added
Advisor Group Holdings, Inc.261,102$2.48M0.01%+226,643+657.7%Added
Rareview Capital LLC281,164$2.67M1.69%−6,968−2.4%Reduced
Wells Fargo & Company288,366$2.74M0.00%+79,961+38.4%Added
Kestra Advisory Services, LLC308,607$2.93M0.01%+63,028+25.7%Added
Ameriprise Financial Inc337,828$3.21M0.00%+38,508+12.9%Added
Van Eck Associates Corp411,697$3.91M0.01%−95,665−18.9%Reduced
LPL Financial LLC532,899$5.06M0.00%+80,657+17.8%Added
Fiera Capital Corp533,887$5.07M0.02%−33,182−5.9%Reduced
Pathstone Holdings, LLC532,457$5.13M0.02%−28,386−5.1%Reduced