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 |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 834,383 | $7.66M | 0.00% | −126,767−13.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,011,086 | $9.28M | 0.37% | −72,957−6.7% | Reduced |
| UBS Group AG | 1,426,577 | $13.1M | 0.00% | +160,901+12.7% | Added |
| Guggenheim Capital LLC | 1,456,238 | $13.4M | 0.11% | +281,166+23.9% | Added |
| Robinson Capital Management, LLC | 1,727,121 | $15.9M | 6.65% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 4,264,520 | $39.1M | 2.16% | −10,085−0.2% | Reduced |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −532,457−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −29,719−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −27,400−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −20,330−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −6,831−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,932−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Runnymede Capital Advisors, Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Permanent Capital Management, LP | – | – | – | – | Not filed |
| Concorde Asset Management, LLC | – | – | – | – | Not filed |