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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 4 | $39 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 23 | $222 | 0.00% | −12−34.3% | Reduced |
| Comerica Bank | 73 | $702 | 0.00% | +33+82.5% | Added |
| Huntington National Bank | – | $1.43K | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 254 | $2.46K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 357 | $3.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $3.87K | 0.00% | +400 | New |
| Prestige Wealth Management Group LLC | 445 | $4.30K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 471 | $4.55K | 0.00% | +195+70.7% | Added |
| Wealthspire Advisors, LLC | 657 | $6.35K | 0.00% | +657 | New |
| Global Retirement Partners, LLC | 767 | $7.41K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 885 | $8.56K | 0.00% | −3,329−79.0% | Reduced |
| Farther Finance Advisors, LLC | 886 | $8.57K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,088 | $10.5K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,151 | $11.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,334 | $12.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,348 | $13.0K | 0.00% | −43,859−97.0% | Reduced |
| Mascoma Wealth Management LLC | 1,411 | $13.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,848 | $18.0K | 0.00% | +6+0.3% | Added |
| Sunbelt Securities, Inc. | 2,291 | $22.2K | 0.00% | +2,291 | New |
| Ancora Advisors, LLC | 3,935 | $38.1K | 0.00% | −90−2.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 7,052 | $68.2K | 0.01% | −1,937−21.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,267 | $79.9K | 0.00% | +606+7.9% | Added |
| Tradewinds Capital Management, LLC | 9,891 | $95.6K | 0.02% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 10,189 | $98.5K | 0.03% | 00.0% | Unchanged |
| Northern Trust Corp | 10,450 | $101.1K | 0.00% | +209+2.0% | Added |
| Harbour Investments, Inc. | 10,746 | $103.9K | 0.00% | +3,000+38.7% | Added |
| Collaborative Wealth Managment Inc. | 11,000 | $106.4K | 0.04% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,372 | $110.0K | 0.01% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,387 | $119.8K | 0.03% | 00.0% | Unchanged |
| Encompass More Asset Management | 12,630 | $122.1K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,964 | $125.4K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 14,063 | $136.0K | 0.00% | +793+6.0% | Added |
| Cresset Asset Management, LLC | 14,401 | $139.3K | 0.00% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 14,549 | $140.7K | 0.03% | +14,549 | New |
| Capital Investment Advisors, LLC | 14,785 | $143.0K | 0.00% | −2,128−12.6% | Reduced |
| Pinnacle Bancorp, Inc. | 15,000 | $145.1K | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 15,500 | $149.9K | 0.00% | +15,500 | New |
| Colony Group, LLC | 16,363 | $158.2K | 0.00% | +16,363 | New |
| Garden State Investment Advisory Services LLC | 17,250 | $166.8K | 0.04% | +17,250 | New |
| Kestra Private Wealth Services, LLC | 17,397 | $168.2K | 0.00% | +102+0.6% | Added |
| Shufro Rose & Co LLC | 18,500 | $175.6K | 0.01% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 18,567 | $179.5K | 0.05% | +2,500+15.6% | Added |
| Rockefeller Capital Management L.P. | 19,329 | $186.9K | 0.00% | +19,329 | New |
| Charter Trust Co | 19,795 | $191.4K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 21,650 | $198.7K | 0.03% | +2,800+14.9% | Added |
| RSM US Wealth Management LLC | 25,744 | $248.9K | 0.00% | +4,787+22.8% | Added |
| Cetera Investment Advisers | 26,688 | $258.1K | 0.00% | −23,795−47.1% | Reduced |
| Brown Advisory Inc | 26,761 | $258.8K | 0.00% | −5,426−16.9% | Reduced |
| Insight Wealth Strategies, LLC | 26,949 | $260.6K | 0.03% | +539+2.0% | Added |
| APCM Wealth Management for Individuals | 28,550 | $276.1K | 0.04% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 28,650 | $277.0K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 30,086 | $290.9K | 0.01% | −3,057−9.2% | Reduced |
| Concurrent Investment Advisors, LLC | 31,039 | $300.1K | 0.01% | +6,010+24.0% | Added |
| Nuveen, LLC | 32,559 | $314.8K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 33,051 | $319.6K | 0.01% | +658+2.0% | Added |
| Bank of America Corp | 35,711 | $345.3K | 0.00% | −1,073−2.9% | Reduced |
| Janney Montgomery Scott LLC | 39,214 | $379.0K | 0.00% | −2,012−4.9% | Reduced |
| Bank of Montreal | 42,075 | $406.9K | 0.00% | +830+2.0% | Added |
| Live Oak Private Wealth LLC | 43,000 | $415.8K | 0.06% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 43,476 | $420.4K | 0.25% | +24+0.1% | Added |
| Goldman Sachs Group Inc | 51,162 | $494.7K | 0.00% | −80,453−61.1% | Reduced |
| Concorde Asset Management, LLC | 56,281 | $544.1K | 0.23% | +56,281 | New |
| Petra Financial Advisors Inc | 57,657 | $557.5K | 0.32% | +130+0.2% | Added |
| Wealth Alliance Advisory Group, LLC | 58,290 | $563.7K | 0.10% | +2,000+3.6% | Added |
| Karpus Management, Inc. | 61,249 | $592.3K | 0.02% | −746,559−92.4% | Reduced |
| The PNC Financial Services Group, Inc. | 62,924 | $608.5K | 0.00% | −4,084−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 69,753 | $674.5K | 0.00% | +27,470+65.0% | Added |
| TCG Advisory Services, LLC | 69,948 | $676.4K | 0.02% | −6,238−8.2% | Reduced |
| Royal Bank of Canada | 71,568 | $692.0K | 0.00% | +26,851+60.0% | Added |
| Planning Alternatives Ltd | 73,000 | $705.9K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 78,182 | $729.3K | 0.00% | −93,720−54.5% | Reduced |
| Commonwealth Equity Services, LLC | 76,850 | $743.0K | 0.00% | +1,623+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 81,154 | $784.8K | 0.00% | −5,663−6.5% | Reduced |
| GWM Advisors LLC | 87,631 | $847.4K | 0.00% | +42,328+93.4% | Added |
| Stratos Wealth Advisors, LLC | 89,041 | $861.0K | 0.04% | −654−0.7% | Reduced |
| Gridiron Partners, LLC | 1,502,830 | $876.5K | 0.50% | +1,412,192+1,558.1% | Added |
| Invesco Ltd. | 104,478 | $1.01M | 0.00% | −24,022−18.7% | Reduced |
| Bank of New York Mellon Corp | 114,441 | $1.11M | 0.00% | +45,066+65.0% | Added |
| Garner Asset Management Corp | 141,112 | $1.36M | 0.55% | +15,114+12.0% | Added |
| JFS Wealth Advisors, LLC | 145,605 | $1.41M | 0.08% | +184+0.1% | Added |
| Wakefield Asset Management LLLP | 189,795 | $1.84M | 0.50% | +4,521+2.4% | Added |
| Stifel Financial Corp | 209,854 | $2.03M | 0.00% | −35,401−14.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 210,071 | $2.03M | 0.01% | +80,613+62.3% | Added |
| Rareview Capital LLC | 274,345 | $2.52M | 1.54% | +13,231+5.1% | Added |
| Mackay Shields LLC | 307,705 | $2.98M | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 396,971 | $3.84M | 0.02% | +70,968+21.8% | Added |
| Van Eck Associates Corp | 436,182 | $4.22M | 0.00% | +20,883+5.0% | Added |
| Advisors Asset Management, Inc. | 446,487 | $4.32M | 0.07% | +120,669+37.0% | Added |
| Wells Fargo & Company | 452,300 | $4.37M | 0.00% | +108,100+31.4% | Added |
| Fiera Capital Corp | 523,392 | $5.06M | 0.02% | −4,688−0.9% | Reduced |
| Sit Investment Associates Inc | 623,992 | $6.03M | 0.12% | 00.0% | Unchanged |
| Raymond James Financial Inc | 763,710 | $7.39M | 0.00% | −70,673−8.5% | Reduced |
| Ameriprise Financial Inc | 938,612 | $9.08M | 0.00% | +191,183+25.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 940,653 | $9.10M | 0.33% | −70,433−7.0% | Reduced |
| LPL Financial LLC | 963,543 | $9.32M | 0.00% | +773,697+407.5% | Added |
| Morgan Stanley | 1,052,683 | $10.2M | 0.00% | +293,789+38.7% | Added |
| Robinson Capital Management, LLC | 1,108,140 | $10.7M | 7.70% | −618,981−35.8% | Reduced |
| UBS Group AG | 1,323,395 | $12.8M | 0.00% | −103,182−7.2% | Reduced |