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, Q2 2025
Institutional positions in Invesco Municipal Opportunity Trust as of Jun 30, 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
- 106
- −1 vs. Q1 2025
- Shares held
- 19.8M
- −767.7K (−3.7%) vs. Q1 2025
- Total value
- $181.5M
- −$13.5M (−6.9%) vs. Q1 2025
- New holders
- 11
- 41 more added
- Sold out
- 12
- 24 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,264,520 | $39.1M | 2.16% | −10,085−0.2% | Reduced |
| Robinson Capital Management, LLC | 1,727,121 | $15.9M | 6.65% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,456,238 | $13.4M | 0.11% | +281,166+23.9% | Added |
| UBS Group AG | 1,426,577 | $13.1M | 0.00% | +160,901+12.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,011,086 | $9.28M | 0.37% | −72,957−6.7% | Reduced |
| Raymond James Financial Inc | 834,383 | $7.66M | 0.00% | −126,767−13.2% | Reduced |
| Karpus Management, Inc. | 807,808 | $7.42M | 0.24% | −380,624−32.0% | Reduced |
| Morgan Stanley | 758,894 | $6.97M | 0.00% | +206,985+37.5% | Added |
| Ameriprise Financial Inc | 747,429 | $6.85M | 0.00% | +409,601+121.2% | Added |
| Sit Investment Associates Inc | 623,992 | $5.73M | 0.12% | −617,999−49.8% | Reduced |
| Fiera Capital Corp | 528,080 | $4.85M | 0.02% | −5,807−1.1% | Reduced |
| Van Eck Associates Corp | 415,299 | $3.81M | 0.00% | +3,602+0.9% | Added |
| Wells Fargo & Company | 344,200 | $3.16M | 0.00% | +55,834+19.4% | Added |
| Kestra Advisory Services, LLC | 326,003 | $2.99M | 0.01% | +17,396+5.6% | Added |
| Advisors Asset Management, Inc. | 325,818 | $2.99M | 0.05% | +110,436+51.3% | Added |
| Mackay Shields LLC | 307,705 | $2.82M | 0.09% | +100,000+48.1% | Added |
| Rareview Capital LLC | 261,114 | $2.40M | 1.51% | −20,050−7.1% | Reduced |
| Stifel Financial Corp | 245,255 | $2.25M | 0.00% | +8,535+3.6% | Added |
| LPL Financial LLC | 189,846 | $1.74M | 0.00% | −343,053−64.4% | Reduced |
| Wakefield Asset Management LLLP | 185,274 | $1.70M | 0.48% | −2,610−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 171,902 | $1.58M | 0.00% | −89,200−34.2% | Reduced |
| JFS Wealth Advisors, LLC | 145,421 | $1.33M | 0.08% | +182+0.1% | Added |
| Goldman Sachs Group Inc | 131,615 | $1.21M | 0.00% | −3,330−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 129,458 | $1.19M | 0.00% | +176+0.1% | Added |
| Invesco Ltd. | 128,500 | $1.18M | 0.00% | +17,074+15.3% | Added |
| Garner Asset Management Corp | 125,998 | $1.16M | 0.53% | +11,730+10.3% | Added |
| Gridiron Partners, LLC | 90,638 | $832.1K | 0.52% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 89,695 | $823.4K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 86,817 | $797.0K | 0.01% | −35,403−29.0% | Reduced |
| Westchester Capital Management, LLC | 84,363 | $774.5K | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 76,186 | $699.4K | 0.02% | −12,181−13.8% | Reduced |
| Commonwealth Equity Services, LLC | 75,227 | $691.0K | 0.00% | +11,867+18.7% | Added |
| Planning Alternatives Ltd | 73,000 | $670.1K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 72,026 | $661.2K | 0.00% | +55,610+338.8% | Added |
| Bank of New York Mellon Corp | 69,375 | $636.9K | 0.00% | +5,847+9.2% | Added |
| The PNC Financial Services Group, Inc. | 67,008 | $615.1K | 0.00% | −4,084−5.7% | Reduced |
| Absolute Investment Advisers LLC | 63,600 | $583.8K | 0.07% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 59,283 | $544.2K | 0.00% | +59,283 | New |
| Petra Financial Advisors Inc | 57,527 | $528.1K | 0.34% | +87+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 56,290 | $516.7K | 0.10% | +2,750+5.1% | Added |
| Cetera Investment Advisers | 50,483 | $463.4K | 0.00% | +13,676+37.2% | Added |
| GWM Advisors LLC | 45,303 | $415.9K | 0.00% | −12,062−21.0% | Reduced |
| Rothschild Investment LLC | 45,207 | $415.0K | 0.03% | −4,000−8.1% | Reduced |
| Dakota Wealth Management | 45,000 | $413.1K | 0.01% | −762−1.7% | Reduced |
| Royal Bank of Canada | 44,717 | $411.0K | 0.00% | +317+0.7% | Added |
| Melfa Wealth Management, LLC | 43,452 | $398.9K | 0.25% | +24+0.1% | Added |
| Live Oak Private Wealth LLC | 43,000 | $394.7K | 0.06% | +13,000+43.3% | Added |
| Allspring Global Investments Holdings, LLC | 42,283 | $388.2K | 0.00% | −1,080−2.5% | Reduced |
| Bank of Montreal | 41,245 | $378.6K | 0.00% | +1,190+3.0% | Added |
| Janney Montgomery Scott LLC | 41,226 | $378.0K | 0.00% | −2,512−5.7% | Reduced |
| Bank of America Corp | 36,784 | $337.7K | 0.00% | +4,878+15.3% | Added |
| StoneX Group Inc. | 33,143 | $304.3K | 0.01% | +3,078+10.2% | Added |
| Nuveen, LLC | 32,559 | $298.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 32,500 | $298.4K | 0.07% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 32,393 | $297.4K | 0.01% | +652+2.1% | Added |
| Brown Advisory Inc | 32,187 | $295.5K | 0.00% | +6,676+26.2% | Added |
| Burford Brothers, Inc. | 28,650 | $263.0K | 0.12% | +28,650 | New |
| APCM Wealth Management for Individuals | 28,550 | $262.1K | 0.04% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 27,917 | $256.3K | 0.06% | +17,706+173.4% | Added |
| Insight Wealth Strategies, LLC | 26,410 | $244.3K | 0.03% | +532+2.1% | Added |
| Riverbridge Partners LLC | 26,289 | $241.3K | 0.00% | +1,323+5.3% | Added |
| Concurrent Investment Advisors, LLC | 25,029 | $229.8K | 0.00% | −14,635−36.9% | Reduced |
| RSM US Wealth Management LLC | 20,957 | $192.4K | 0.00% | +7,131+51.6% | Added |
| Charter Trust Co | 19,795 | $181.7K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 18,850 | $178.9K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 18,500 | $175.6K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,295 | $158.8K | 0.00% | +102+0.6% | Added |
| Capital Investment Advisors, LLC | 16,913 | $155.3K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 16,067 | $147.5K | 0.05% | +1,000+6.6% | Added |
| Mercer Global Advisors Inc | 16,013 | $147.0K | 0.00% | +16,013 | New |
| Pinnacle Bancorp, Inc. | 15,000 | $137.7K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,401 | $132.2K | 0.00% | +10.0% | Added |
| Summit Trail Advisors, LLC | 13,270 | $121.8K | 0.00% | +553+4.3% | Added |
| Cerity Partners LLC | 12,964 | $119.0K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 12,630 | $115.9K | 0.03% | −307−2.4% | Reduced |
| Berkeley Capital Partners, LLC | 12,387 | $113.7K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,372 | $104.4K | 0.01% | −30.0% | Reduced |
| Collaborative Wealth Managment Inc. | 11,000 | $101.0K | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 10,241 | $94.0K | 0.00% | +66+0.6% | Added |
| Gill Capital Partners, LLC | 10,189 | $93.5K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9,891 | $90.8K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8,989 | $82.5K | 0.01% | −3,400−27.4% | Reduced |
| Harbour Investments, Inc. | 7,746 | $71.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,661 | $70.3K | 0.00% | +5,490+252.9% | Added |
| Geneos Wealth Management Inc. | 4,214 | $38.7K | 0.00% | +3,919+1,328.5% | Added |
| Ancora Advisors, LLC | 4,025 | $36.9K | 0.00% | −138−3.3% | Reduced |
| CWM, LLC | 1,842 | $17.0K | 0.00% | +6+0.3% | Added |
| Mascoma Wealth Management LLC | 1,411 | $13.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,334 | $12.2K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,151 | $10.6K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $10.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,088 | $9.98K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 886 | $8.13K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 767 | $7.04K | 0.00% | +767 | New |
| Beacon Capital Management, LLC | 728 | $6.68K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.08K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 357 | $3.28K | 0.00% | +357 | New |
| WPG Advisers, LLC | 276 | $2.53K | 0.00% | +276 | New |
| SOA Wealth Advisors, LLC. | 254 | $2.33K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 172 | $1.58K | 0.00% | +172 | New |