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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 4 | $37 | 0.00% | +4 | New |
| JPMorgan Chase & Co | 8 | $73 | 0.00% | +8 | New |
| National Bank of Canada | 32 | $293 | 0.00% | +32 | New |
| Tower Research Capital LLC (TRC) | 35 | $321 | 0.00% | +27+337.5% | Added |
| Comerica Bank | 40 | $366 | 0.00% | +40 | New |
| Huntington National Bank | – | $1.36K | 0.00% | – | – |
| First Command Advisory Services, Inc. | 172 | $1.58K | 0.00% | +172 | New |
| SOA Wealth Advisors, LLC. | 254 | $2.33K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 276 | $2.53K | 0.00% | +276 | New |
| Newbridge Financial Services Group, Inc. | 357 | $3.28K | 0.00% | +357 | New |
| Prestige Wealth Management Group LLC | 445 | $4.08K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 728 | $6.68K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 767 | $7.04K | 0.00% | +767 | New |
| Farther Finance Advisors, LLC | 886 | $8.13K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,088 | $9.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $10.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,151 | $10.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,334 | $12.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,842 | $17.0K | 0.00% | +6+0.3% | Added |
| Ancora Advisors, LLC | 4,025 | $36.9K | 0.00% | −138−3.3% | Reduced |
| Geneos Wealth Management Inc. | 4,214 | $38.7K | 0.00% | +3,919+1,328.5% | Added |
| Northwestern Mutual Wealth Management Co | 7,661 | $70.3K | 0.00% | +5,490+252.9% | Added |
| Harbour Investments, Inc. | 7,746 | $71.1K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8,989 | $82.5K | 0.01% | −3,400−27.4% | Reduced |
| Tradewinds Capital Management, LLC | 9,891 | $90.8K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,189 | $93.5K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 10,241 | $94.0K | 0.00% | +66+0.6% | Added |
| Collaborative Wealth Managment Inc. | 11,000 | $101.0K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,372 | $104.4K | 0.01% | −30.0% | Reduced |
| Berkeley Capital Partners, LLC | 12,387 | $113.7K | 0.03% | 00.0% | Unchanged |
| Encompass More Asset Management | 12,630 | $115.9K | 0.03% | −307−2.4% | Reduced |
| Cerity Partners LLC | 12,964 | $119.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,270 | $121.8K | 0.00% | +553+4.3% | Added |
| Cresset Asset Management, LLC | 14,401 | $132.2K | 0.00% | +10.0% | Added |
| Pinnacle Bancorp, Inc. | 15,000 | $137.7K | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 16,013 | $147.0K | 0.00% | +16,013 | New |
| Kercheville Advisors, LLC | 16,067 | $147.5K | 0.05% | +1,000+6.6% | Added |
| Capital Investment Advisors, LLC | 16,913 | $155.3K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,295 | $158.8K | 0.00% | +102+0.6% | Added |
| Shufro Rose & Co LLC | 18,500 | $175.6K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 18,850 | $178.9K | 0.03% | 00.0% | Unchanged |
| Charter Trust Co | 19,795 | $181.7K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 20,957 | $192.4K | 0.00% | +7,131+51.6% | Added |
| Concurrent Investment Advisors, LLC | 25,029 | $229.8K | 0.00% | −14,635−36.9% | Reduced |
| Riverbridge Partners LLC | 26,289 | $241.3K | 0.00% | +1,323+5.3% | Added |
| Insight Wealth Strategies, LLC | 26,410 | $244.3K | 0.03% | +532+2.1% | Added |
| Ackerman Capital Advisors, LLC | 27,917 | $256.3K | 0.06% | +17,706+173.4% | Added |
| APCM Wealth Management for Individuals | 28,550 | $262.1K | 0.04% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 28,650 | $263.0K | 0.12% | +28,650 | New |
| Brown Advisory Inc | 32,187 | $295.5K | 0.00% | +6,676+26.2% | Added |
| AlphaCore Capital LLC | 32,393 | $297.4K | 0.01% | +652+2.1% | Added |
| Quarry LP | 32,500 | $298.4K | 0.07% | 00.0% | Unchanged |
| Nuveen, LLC | 32,559 | $298.9K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 33,143 | $304.3K | 0.01% | +3,078+10.2% | Added |
| Bank of America Corp | 36,784 | $337.7K | 0.00% | +4,878+15.3% | Added |
| Janney Montgomery Scott LLC | 41,226 | $378.0K | 0.00% | −2,512−5.7% | Reduced |
| Bank of Montreal | 41,245 | $378.6K | 0.00% | +1,190+3.0% | Added |
| Allspring Global Investments Holdings, LLC | 42,283 | $388.2K | 0.00% | −1,080−2.5% | Reduced |
| Live Oak Private Wealth LLC | 43,000 | $394.7K | 0.06% | +13,000+43.3% | Added |
| Melfa Wealth Management, LLC | 43,452 | $398.9K | 0.25% | +24+0.1% | Added |
| Royal Bank of Canada | 44,717 | $411.0K | 0.00% | +317+0.7% | Added |
| Dakota Wealth Management | 45,000 | $413.1K | 0.01% | −762−1.7% | Reduced |
| Rothschild Investment LLC | 45,207 | $415.0K | 0.03% | −4,000−8.1% | Reduced |
| GWM Advisors LLC | 45,303 | $415.9K | 0.00% | −12,062−21.0% | Reduced |
| Cetera Investment Advisers | 50,483 | $463.4K | 0.00% | +13,676+37.2% | Added |
| Wealth Alliance Advisory Group, LLC | 56,290 | $516.7K | 0.10% | +2,750+5.1% | Added |
| Petra Financial Advisors Inc | 57,527 | $528.1K | 0.34% | +87+0.2% | Added |
| Balyasny Asset Management LLC | 59,283 | $544.2K | 0.00% | +59,283 | New |
| Absolute Investment Advisers LLC | 63,600 | $583.8K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 67,008 | $615.1K | 0.00% | −4,084−5.7% | Reduced |
| Bank of New York Mellon Corp | 69,375 | $636.9K | 0.00% | +5,847+9.2% | Added |
| Jane Street Group, LLC | 72,026 | $661.2K | 0.00% | +55,610+338.8% | Added |
| Planning Alternatives Ltd | 73,000 | $670.1K | 0.09% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 75,227 | $691.0K | 0.00% | +11,867+18.7% | Added |
| TCG Advisory Services, LLC | 76,186 | $699.4K | 0.02% | −12,181−13.8% | Reduced |
| Westchester Capital Management, LLC | 84,363 | $774.5K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 86,817 | $797.0K | 0.01% | −35,403−29.0% | Reduced |
| Stratos Wealth Advisors, LLC | 89,695 | $823.4K | 0.04% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 90,638 | $832.1K | 0.52% | 00.0% | Unchanged |
| Garner Asset Management Corp | 125,998 | $1.16M | 0.53% | +11,730+10.3% | Added |
| Invesco Ltd. | 128,500 | $1.18M | 0.00% | +17,074+15.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,458 | $1.19M | 0.00% | +176+0.1% | Added |
| Goldman Sachs Group Inc | 131,615 | $1.21M | 0.00% | −3,330−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 145,421 | $1.33M | 0.08% | +182+0.1% | Added |
| Advisor Group Holdings, Inc. | 171,902 | $1.58M | 0.00% | −89,200−34.2% | Reduced |
| Wakefield Asset Management LLLP | 185,274 | $1.70M | 0.48% | −2,610−1.4% | Reduced |
| LPL Financial LLC | 189,846 | $1.74M | 0.00% | −343,053−64.4% | Reduced |
| Stifel Financial Corp | 245,255 | $2.25M | 0.00% | +8,535+3.6% | Added |
| Rareview Capital LLC | 261,114 | $2.40M | 1.51% | −20,050−7.1% | Reduced |
| Mackay Shields LLC | 307,705 | $2.82M | 0.09% | +100,000+48.1% | Added |
| Advisors Asset Management, Inc. | 325,818 | $2.99M | 0.05% | +110,436+51.3% | Added |
| Kestra Advisory Services, LLC | 326,003 | $2.99M | 0.01% | +17,396+5.6% | Added |
| Wells Fargo & Company | 344,200 | $3.16M | 0.00% | +55,834+19.4% | Added |
| Van Eck Associates Corp | 415,299 | $3.81M | 0.00% | +3,602+0.9% | Added |
| Fiera Capital Corp | 528,080 | $4.85M | 0.02% | −5,807−1.1% | Reduced |
| Sit Investment Associates Inc | 623,992 | $5.73M | 0.12% | −617,999−49.8% | Reduced |
| Ameriprise Financial Inc | 747,429 | $6.85M | 0.00% | +409,601+121.2% | Added |
| Morgan Stanley | 758,894 | $6.97M | 0.00% | +206,985+37.5% | Added |
| Karpus Management, Inc. | 807,808 | $7.42M | 0.24% | −380,624−32.0% | Reduced |