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, Q3 2025
Institutional positions in Invesco Municipal Opportunity Trust as of Sep 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
- 102
- −4 vs. Q2 2025
- Shares held
- 20.3M
- +531.9K (+2.7%) vs. Q2 2025
- Total value
- $182.5M
- +$1.00M (+0.6%) vs. Q2 2025
- New holders
- 9
- 37 more added
- Sold out
- 13
- 26 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 3,706,857 | $35.8M | 2.04% | −557,663−13.1% | Reduced |
| Guggenheim Capital LLC | 1,508,858 | $14.6M | 0.11% | +52,620+3.6% | Added |
| UBS Group AG | 1,323,395 | $12.8M | 0.00% | −103,182−7.2% | Reduced |
| Robinson Capital Management, LLC | 1,108,140 | $10.7M | 7.70% | −618,981−35.8% | Reduced |
| Morgan Stanley | 1,052,683 | $10.2M | 0.00% | +293,789+38.7% | Added |
| LPL Financial LLC | 963,543 | $9.32M | 0.00% | +773,697+407.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 940,653 | $9.10M | 0.33% | −70,433−7.0% | Reduced |
| Ameriprise Financial Inc | 938,612 | $9.08M | 0.00% | +191,183+25.6% | Added |
| Raymond James Financial Inc | 763,710 | $7.39M | 0.00% | −70,673−8.5% | Reduced |
| Sit Investment Associates Inc | 623,992 | $6.03M | 0.12% | 00.0% | Unchanged |
| Fiera Capital Corp | 523,392 | $5.06M | 0.02% | −4,688−0.9% | Reduced |
| Wells Fargo & Company | 452,300 | $4.37M | 0.00% | +108,100+31.4% | Added |
| Advisors Asset Management, Inc. | 446,487 | $4.32M | 0.07% | +120,669+37.0% | Added |
| Van Eck Associates Corp | 436,182 | $4.22M | 0.00% | +20,883+5.0% | Added |
| Kestra Advisory Services, LLC | 396,971 | $3.84M | 0.02% | +70,968+21.8% | Added |
| Mackay Shields LLC | 307,705 | $2.98M | 0.10% | 00.0% | Unchanged |
| Rareview Capital LLC | 274,345 | $2.52M | 1.54% | +13,231+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 210,071 | $2.03M | 0.01% | +80,613+62.3% | Added |
| Stifel Financial Corp | 209,854 | $2.03M | 0.00% | −35,401−14.4% | Reduced |
| Wakefield Asset Management LLLP | 189,795 | $1.84M | 0.50% | +4,521+2.4% | Added |
| JFS Wealth Advisors, LLC | 145,605 | $1.41M | 0.08% | +184+0.1% | Added |
| Garner Asset Management Corp | 141,112 | $1.36M | 0.55% | +15,114+12.0% | Added |
| Bank of New York Mellon Corp | 114,441 | $1.11M | 0.00% | +45,066+65.0% | Added |
| Invesco Ltd. | 104,478 | $1.01M | 0.00% | −24,022−18.7% | Reduced |
| Gridiron Partners, LLC | 1,502,830 | $876.5K | 0.50% | +1,412,192+1,558.1% | Added |
| Stratos Wealth Advisors, LLC | 89,041 | $861.0K | 0.04% | −654−0.7% | Reduced |
| GWM Advisors LLC | 87,631 | $847.4K | 0.00% | +42,328+93.4% | Added |
| Steward Partners Investment Advisory, LLC | 81,154 | $784.8K | 0.00% | −5,663−6.5% | Reduced |
| Commonwealth Equity Services, LLC | 76,850 | $743.0K | 0.00% | +1,623+2.2% | Added |
| Advisor Group Holdings, Inc. | 78,182 | $729.3K | 0.00% | −93,720−54.5% | Reduced |
| Planning Alternatives Ltd | 73,000 | $705.9K | 0.09% | 00.0% | Unchanged |
| Royal Bank of Canada | 71,568 | $692.0K | 0.00% | +26,851+60.0% | Added |
| TCG Advisory Services, LLC | 69,948 | $676.4K | 0.02% | −6,238−8.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 69,753 | $674.5K | 0.00% | +27,470+65.0% | Added |
| The PNC Financial Services Group, Inc. | 62,924 | $608.5K | 0.00% | −4,084−6.1% | Reduced |
| Karpus Management, Inc. | 61,249 | $592.3K | 0.02% | −746,559−92.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 58,290 | $563.7K | 0.10% | +2,000+3.6% | Added |
| Petra Financial Advisors Inc | 57,657 | $557.5K | 0.32% | +130+0.2% | Added |
| Concorde Asset Management, LLC | 56,281 | $544.1K | 0.23% | +56,281 | New |
| Goldman Sachs Group Inc | 51,162 | $494.7K | 0.00% | −80,453−61.1% | Reduced |
| Melfa Wealth Management, LLC | 43,476 | $420.4K | 0.25% | +24+0.1% | Added |
| Live Oak Private Wealth LLC | 43,000 | $415.8K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 42,075 | $406.9K | 0.00% | +830+2.0% | Added |
| Janney Montgomery Scott LLC | 39,214 | $379.0K | 0.00% | −2,012−4.9% | Reduced |
| Bank of America Corp | 35,711 | $345.3K | 0.00% | −1,073−2.9% | Reduced |
| AlphaCore Capital LLC | 33,051 | $319.6K | 0.01% | +658+2.0% | Added |
| Nuveen, LLC | 32,559 | $314.8K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 31,039 | $300.1K | 0.01% | +6,010+24.0% | Added |
| StoneX Group Inc. | 30,086 | $290.9K | 0.01% | −3,057−9.2% | Reduced |
| Burford Brothers, Inc. | 28,650 | $277.0K | 0.12% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 28,550 | $276.1K | 0.04% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 26,949 | $260.6K | 0.03% | +539+2.0% | Added |
| Brown Advisory Inc | 26,761 | $258.8K | 0.00% | −5,426−16.9% | Reduced |
| Cetera Investment Advisers | 26,688 | $258.1K | 0.00% | −23,795−47.1% | Reduced |
| RSM US Wealth Management LLC | 25,744 | $248.9K | 0.00% | +4,787+22.8% | Added |
| Formidable Asset Management, LLC | 21,650 | $198.7K | 0.03% | +2,800+14.9% | Added |
| Charter Trust Co | 19,795 | $191.4K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,329 | $186.9K | 0.00% | +19,329 | New |
| Kercheville Advisors, LLC | 18,567 | $179.5K | 0.05% | +2,500+15.6% | Added |
| Shufro Rose & Co LLC | 18,500 | $175.6K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,397 | $168.2K | 0.00% | +102+0.6% | Added |
| Garden State Investment Advisory Services LLC | 17,250 | $166.8K | 0.04% | +17,250 | New |
| Colony Group, LLC | 16,363 | $158.2K | 0.00% | +16,363 | New |
| Ashton Thomas Private Wealth, LLC | 15,500 | $149.9K | 0.00% | +15,500 | New |
| Pinnacle Bancorp, Inc. | 15,000 | $145.1K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 14,785 | $143.0K | 0.00% | −2,128−12.6% | Reduced |
| Permanent Capital Management, LP | 14,549 | $140.7K | 0.03% | +14,549 | New |
| Cresset Asset Management, LLC | 14,401 | $139.3K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 14,063 | $136.0K | 0.00% | +793+6.0% | Added |
| Cerity Partners LLC | 12,964 | $125.4K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 12,630 | $122.1K | 0.02% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,387 | $119.8K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,372 | $110.0K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 11,000 | $106.4K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,746 | $103.9K | 0.00% | +3,000+38.7% | Added |
| Northern Trust Corp | 10,450 | $101.1K | 0.00% | +209+2.0% | Added |
| Gill Capital Partners, LLC | 10,189 | $98.5K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9,891 | $95.6K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,267 | $79.9K | 0.00% | +606+7.9% | Added |
| Blue Bell Private Wealth Management, LLC | 7,052 | $68.2K | 0.01% | −1,937−21.5% | Reduced |
| Ancora Advisors, LLC | 3,935 | $38.1K | 0.00% | −90−2.2% | Reduced |
| Sunbelt Securities, Inc. | 2,291 | $22.2K | 0.00% | +2,291 | New |
| CWM, LLC | 1,848 | $18.0K | 0.00% | +6+0.3% | Added |
| Mascoma Wealth Management LLC | 1,411 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,348 | $13.0K | 0.00% | −43,859−97.0% | Reduced |
| MAI Capital Management | 1,334 | $12.9K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,151 | $11.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,088 | $10.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 886 | $8.57K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 885 | $8.56K | 0.00% | −3,329−79.0% | Reduced |
| Global Retirement Partners, LLC | 767 | $7.41K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 657 | $6.35K | 0.00% | +657 | New |
| WPG Advisers, LLC | 471 | $4.55K | 0.00% | +195+70.7% | Added |
| Prestige Wealth Management Group LLC | 445 | $4.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $3.87K | 0.00% | +400 | New |
| Newbridge Financial Services Group, Inc. | 357 | $3.45K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 254 | $2.46K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $1.43K | 0.00% | – | – |
| Comerica Bank | 73 | $702 | 0.00% | +33+82.5% | Added |