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, Q4 2025
Institutional positions in Invesco Municipal Opportunity Trust as of Dec 31, 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
- 112
- +10 vs. Q3 2025
- Shares held
- 19.3M
- −987.5K (−4.9%) vs. Q3 2025
- Total value
- $184.7M
- +$2.22M (+1.2%) vs. Q3 2025
- New holders
- 23
- 36 more added
- Sold out
- 13
- 22 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,042,713 | $38.7M | 1.83% | +335,856+9.1% | Added |
| Guggenheim Capital LLC | 1,508,538 | $14.4M | 0.11% | −3200.0% | Reduced |
| Morgan Stanley | 1,467,258 | $14.0M | 0.00% | +414,575+39.4% | Added |
| Robinson Capital Management, LLC | 1,174,056 | $11.2M | 4.71% | +65,916+5.9% | Added |
| UBS Group AG | 1,134,539 | $10.9M | 0.00% | −188,856−14.3% | Reduced |
| LPL Financial LLC | 1,075,653 | $10.3M | 0.00% | +112,110+11.6% | Added |
| Ameriprise Financial Inc | 929,394 | $8.88M | 0.00% | −9,218−1.0% | Reduced |
| Raymond James Financial Inc | 766,020 | $7.33M | 0.00% | +2,310+0.3% | Added |
| Advisors Asset Management, Inc. | 637,733 | $6.10M | 0.10% | +191,246+42.8% | Added |
| Sit Investment Associates Inc | 623,992 | $5.97M | 0.12% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 613,220 | $5.87M | 0.20% | −327,433−34.8% | Reduced |
| Wells Fargo & Company | 591,204 | $5.66M | 0.00% | +138,904+30.7% | Added |
| Kestra Advisory Services, LLC | 438,630 | $4.20M | 0.02% | +41,659+10.5% | Added |
| Van Eck Associates Corp | 400,314 | $3.83M | 0.00% | −35,868−8.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 311,828 | $2.98M | 0.01% | +101,757+48.4% | Added |
| Rareview Capital LLC | 286,911 | $2.63M | 1.71% | +12,566+4.6% | Added |
| Mackay Shields LLC | 205,338 | $1.97M | 0.07% | −102,367−33.3% | Reduced |
| Wakefield Asset Management LLLP | 191,104 | $1.83M | 0.50% | +1,309+0.7% | Added |
| Stifel Financial Corp | 158,117 | $1.51M | 0.00% | −51,737−24.7% | Reduced |
| JFS Wealth Advisors, LLC | 145,786 | $1.40M | 0.08% | +181+0.1% | Added |
| Garner Asset Management Corp | 135,533 | $1.30M | 0.50% | −5,579−4.0% | Reduced |
| Royal Bank of Canada | 134,967 | $1.29M | 0.00% | +63,399+88.6% | Added |
| Bank of New York Mellon Corp | 124,443 | $1.19M | 0.00% | +10,002+8.7% | Added |
| GWM Advisors LLC | 101,419 | $970.6K | 0.00% | +13,788+15.7% | Added |
| Commonwealth Equity Services, LLC | 93,230 | $892.2K | 0.00% | +16,380+21.3% | Added |
| Gridiron Partners, LLC | 90,638 | $867.4K | 0.49% | −1,412,192−94.0% | Reduced |
| Stratos Wealth Advisors, LLC | 89,041 | $852.1K | 0.04% | 00.0% | Unchanged |
| Worthington Financial Partners, LLC | 86,339 | $826.3K | 0.73% | +86,339 | New |
| Advisor Group Holdings, Inc. | 82,531 | $789.8K | 0.00% | +4,349+5.6% | Added |
| Planning Alternatives Ltd | 73,000 | $698.6K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 69,805 | $668.0K | 0.11% | +11,515+19.8% | Added |
| Allspring Global Investments Holdings, LLC | 69,753 | $667.5K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 67,285 | $643.9K | 0.02% | −2,663−3.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 66,004 | $631.7K | 0.00% | −15,150−18.7% | Reduced |
| Concorde Asset Management, LLC | 63,692 | $609.5K | 0.24% | +7,411+13.2% | Added |
| Invesco Ltd. | 63,307 | $605.8K | 0.00% | −41,171−39.4% | Reduced |
| The PNC Financial Services Group, Inc. | 62,924 | $602.2K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 53,762 | $514.5K | 0.00% | +2,600+5.1% | Added |
| Petra Financial Advisors Inc | 51,285 | $490.8K | 0.29% | −6,372−11.1% | Reduced |
| Garden State Investment Advisory Services LLC | 48,600 | $465.1K | 0.11% | +31,350+181.7% | Added |
| Pursuit Wealth Strategies, LLC | 43,176 | $413.2K | 0.58% | +43,176 | New |
| Live Oak Private Wealth LLC | 43,000 | $411.5K | 0.06% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 42,780 | $409.4K | 0.24% | −696−1.6% | Reduced |
| Janney Montgomery Scott LLC | 38,534 | $369.0K | 0.00% | −680−1.7% | Reduced |
| RSM US Wealth Management LLC | 37,567 | $363.0K | 0.00% | +11,823+45.9% | Added |
| AlphaCore Capital LLC | 33,699 | $322.5K | 0.01% | +648+2.0% | Added |
| Concurrent Investment Advisors, LLC | 33,474 | $320.3K | 0.00% | +2,435+7.8% | Added |
| Nuveen, LLC | 32,559 | $311.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 31,938 | $305.6K | 0.00% | −3,773−10.6% | Reduced |
| StoneX Group Inc. | 31,179 | $298.4K | 0.01% | +1,093+3.6% | Added |
| Stratos Wealth Partners, LTD. | 28,999 | $277.5K | 0.00% | +28,999 | New |
| Burford Brothers, Inc. | 28,650 | $274.2K | 0.11% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 28,550 | $273.2K | 0.03% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 27,479 | $263.0K | 0.03% | +530+2.0% | Added |
| Brown Advisory Inc | 26,761 | $256.1K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 26,715 | $255.7K | 0.00% | +26,715 | New |
| Shufro Rose & Co LLC | 25,500 | $244.0K | 0.02% | +7,000+37.8% | Added |
| Cetera Investment Advisers | 20,560 | $196.8K | 0.00% | −6,128−23.0% | Reduced |
| Charter Trust Co | 19,795 | $189.4K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,611 | $187.7K | 0.00% | +282+1.5% | Added |
| Kercheville Advisors, LLC | 18,567 | $179.4K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,498 | $167.5K | 0.00% | +101+0.6% | Added |
| Ashton Thomas Private Wealth, LLC | 17,000 | $162.7K | 0.00% | +1,500+9.7% | Added |
| Colony Group, LLC | 16,363 | $156.6K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 15,625 | $149.0K | 0.00% | +15,625 | New |
| Hollencrest Capital Management | 15,411 | $147.5K | 0.01% | +15,411 | New |
| Pinnacle Bancorp, Inc. | 15,000 | $143.6K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,401 | $137.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,798 | $132.0K | 0.00% | +13,798 | New |
| Capital Investment Advisors, LLC | 13,500 | $129.2K | 0.00% | −1,285−8.7% | Reduced |
| Encompass More Asset Management | 12,630 | $120.9K | 0.02% | 00.0% | Unchanged |
| River Street Advisors LLC | 12,547 | $120.1K | 0.04% | +12,547 | New |
| Wiley Bros.-Aintree Capital, LLC | 12,474 | $119.4K | 0.00% | +12,474 | New |
| Collaborative Wealth Managment Inc. | 11,000 | $105.3K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,922 | $104.5K | 0.01% | +10,922 | New |
| Benjamin Edwards Inc | 10,789 | $103.2K | 0.00% | +10,789 | New |
| Glen Eagle Advisors, LLC | 10,642 | $101.8K | 0.01% | +10,642 | New |
| Citadel Advisors LLC | 10,458 | $100.1K | 0.00% | +10,458 | New |
| First Trust Advisors LP | 10,235 | $97.9K | 0.00% | +10,235 | New |
| Gill Capital Partners, LLC | 10,189 | $97.5K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 10,149 | $97.0K | 0.00% | +10,149 | New |
| Merit Financial Group, LLC | 10,025 | $95.9K | 0.00% | +10,025 | New |
| Tradewinds Capital Management, LLC | 9,891 | $94.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,737 | $83.6K | 0.00% | +7,970+1,039.1% | Added |
| Northwestern Mutual Wealth Management Co | 8,641 | $82.7K | 0.00% | +374+4.5% | Added |
| Harbour Investments, Inc. | 8,566 | $82.0K | 0.00% | −2,180−20.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,715 | $45.1K | 0.01% | −2,337−33.1% | Reduced |
| Ancora Advisors, LLC | 3,629 | $34.7K | 0.00% | −306−7.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,484 | $33.3K | 0.00% | +3,484 | New |
| Garton & Associates Financial Advisors LLC | 3,417 | $32.7K | 0.02% | +3,417 | New |
| Vision Retirement, LLC | 2,567 | $24.6K | 0.01% | +2,567 | New |
| International Assets Investment Management, LLC | 2,537 | $24.3K | 0.00% | +2,537 | New |
| CWM, LLC | 1,855 | $18.0K | 0.00% | +7+0.4% | Added |
| Mascoma Wealth Management LLC | 1,411 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,348 | $12.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,334 | $12.8K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,210 | $11.6K | 0.00% | +1,210 | New |
| ORG Wealth Partners, LLC | 1,151 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,100 | $10.5K | 0.00% | +1,100 | New |