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 |
|---|---|---|---|---|---|
| Morgan Stanley | 551,909 | $5.24M | 0.00% | +77,654+16.4% | Added |
| Raymond James Financial Inc | 961,150 | $9.12M | 0.00% | +179,489+23.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,084,043 | $10.3M | 0.46% | −237,622−18.0% | Reduced |
| Guggenheim Capital LLC | 1,175,072 | $11.2M | 0.10% | +229,809+24.3% | Added |
| Karpus Management, Inc. | 1,188,432 | $11.3M | 0.37% | −11,700−1.0% | Reduced |
| Sit Investment Associates Inc | 1,241,991 | $11.8M | 0.28% | −131,574−9.6% | Reduced |
| UBS Group AG | 1,265,676 | $12.0M | 0.00% | +173,668+15.9% | Added |
| Robinson Capital Management, LLC | 1,727,121 | $16.4M | 6.66% | +30,000+1.8% | Added |
| Rivernorth Capital Management, LLC | 4,274,605 | $40.6M | 2.15% | −6950.0% | Reduced |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −2,180,578−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −254,394−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −65,841−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −29,793−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −21,780−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,746−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −12,544−100.0% | Sold out |
| WMG Financial Advisors, LLC | 0 | $0 | 0.00% | −11,988−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,681−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,853−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −8,491−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −6,366−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |