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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 14 | $134 | 0.00% | −9−39.1% | Reduced |
| US Bancorp | 28 | $268 | 0.00% | +28 | New |
| Assetmark, Inc | 103 | $986 | 0.00% | +99+2,475.0% | Added |
| Comerica Bank | 133 | $1.27K | 0.00% | +60+82.2% | Added |
| Huntington National Bank | – | $1.42K | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 254 | $2.43K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $3.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.26K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 885 | $8.47K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 886 | $8.48K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 965 | $9.23K | 0.01% | +494+104.9% | Added |
| CIBC Private Wealth Group, LLC | 1,088 | $10.4K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,100 | $10.5K | 0.00% | +1,100 | New |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,151 | $11.0K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,210 | $11.6K | 0.00% | +1,210 | New |
| MAI Capital Management | 1,334 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,348 | $12.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $13.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,855 | $18.0K | 0.00% | +7+0.4% | Added |
| International Assets Investment Management, LLC | 2,537 | $24.3K | 0.00% | +2,537 | New |
| Vision Retirement, LLC | 2,567 | $24.6K | 0.01% | +2,567 | New |
| Garton & Associates Financial Advisors LLC | 3,417 | $32.7K | 0.02% | +3,417 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,484 | $33.3K | 0.00% | +3,484 | New |
| Ancora Advisors, LLC | 3,629 | $34.7K | 0.00% | −306−7.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,715 | $45.1K | 0.01% | −2,337−33.1% | Reduced |
| Harbour Investments, Inc. | 8,566 | $82.0K | 0.00% | −2,180−20.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,641 | $82.7K | 0.00% | +374+4.5% | Added |
| Global Retirement Partners, LLC | 8,737 | $83.6K | 0.00% | +7,970+1,039.1% | Added |
| Tradewinds Capital Management, LLC | 9,891 | $94.7K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 10,025 | $95.9K | 0.00% | +10,025 | New |
| Virtu Financial LLC | 10,149 | $97.0K | 0.00% | +10,149 | New |
| Gill Capital Partners, LLC | 10,189 | $97.5K | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,235 | $97.9K | 0.00% | +10,235 | New |
| Citadel Advisors LLC | 10,458 | $100.1K | 0.00% | +10,458 | New |
| Glen Eagle Advisors, LLC | 10,642 | $101.8K | 0.01% | +10,642 | New |
| Benjamin Edwards Inc | 10,789 | $103.2K | 0.00% | +10,789 | New |
| Landscape Capital Management, L.L.C. | 10,922 | $104.5K | 0.01% | +10,922 | New |
| Collaborative Wealth Managment Inc. | 11,000 | $105.3K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 12,474 | $119.4K | 0.00% | +12,474 | New |
| River Street Advisors LLC | 12,547 | $120.1K | 0.04% | +12,547 | New |
| Encompass More Asset Management | 12,630 | $120.9K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 13,500 | $129.2K | 0.00% | −1,285−8.7% | Reduced |
| Susquehanna International Group, LLP | 13,798 | $132.0K | 0.00% | +13,798 | New |
| Cresset Asset Management, LLC | 14,401 | $137.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15,000 | $143.6K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15,411 | $147.5K | 0.01% | +15,411 | New |
| HRT Financial LP | 15,625 | $149.0K | 0.00% | +15,625 | New |
| Colony Group, LLC | 16,363 | $156.6K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 17,000 | $162.7K | 0.00% | +1,500+9.7% | Added |
| Kestra Private Wealth Services, LLC | 17,498 | $167.5K | 0.00% | +101+0.6% | Added |
| Kercheville Advisors, LLC | 18,567 | $179.4K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 19,611 | $187.7K | 0.00% | +282+1.5% | Added |
| Charter Trust Co | 19,795 | $189.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 20,560 | $196.8K | 0.00% | −6,128−23.0% | Reduced |
| Shufro Rose & Co LLC | 25,500 | $244.0K | 0.02% | +7,000+37.8% | Added |
| Jane Street Group, LLC | 26,715 | $255.7K | 0.00% | +26,715 | New |
| Brown Advisory Inc | 26,761 | $256.1K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 27,479 | $263.0K | 0.03% | +530+2.0% | Added |
| APCM Wealth Management for Individuals | 28,550 | $273.2K | 0.03% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 28,650 | $274.2K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 28,999 | $277.5K | 0.00% | +28,999 | New |
| StoneX Group Inc. | 31,179 | $298.4K | 0.01% | +1,093+3.6% | Added |
| Bank of America Corp | 31,938 | $305.6K | 0.00% | −3,773−10.6% | Reduced |
| Nuveen, LLC | 32,559 | $311.6K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 33,474 | $320.3K | 0.00% | +2,435+7.8% | Added |
| AlphaCore Capital LLC | 33,699 | $322.5K | 0.01% | +648+2.0% | Added |
| RSM US Wealth Management LLC | 37,567 | $363.0K | 0.00% | +11,823+45.9% | Added |
| Janney Montgomery Scott LLC | 38,534 | $369.0K | 0.00% | −680−1.7% | Reduced |
| Melfa Wealth Management, LLC | 42,780 | $409.4K | 0.24% | −696−1.6% | Reduced |
| Live Oak Private Wealth LLC | 43,000 | $411.5K | 0.06% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 43,176 | $413.2K | 0.58% | +43,176 | New |
| Garden State Investment Advisory Services LLC | 48,600 | $465.1K | 0.11% | +31,350+181.7% | Added |
| Petra Financial Advisors Inc | 51,285 | $490.8K | 0.29% | −6,372−11.1% | Reduced |
| Goldman Sachs Group Inc | 53,762 | $514.5K | 0.00% | +2,600+5.1% | Added |
| The PNC Financial Services Group, Inc. | 62,924 | $602.2K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 63,307 | $605.8K | 0.00% | −41,171−39.4% | Reduced |
| Concorde Asset Management, LLC | 63,692 | $609.5K | 0.24% | +7,411+13.2% | Added |
| Steward Partners Investment Advisory, LLC | 66,004 | $631.7K | 0.00% | −15,150−18.7% | Reduced |
| TCG Advisory Services, LLC | 67,285 | $643.9K | 0.02% | −2,663−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 69,753 | $667.5K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 69,805 | $668.0K | 0.11% | +11,515+19.8% | Added |
| Planning Alternatives Ltd | 73,000 | $698.6K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 82,531 | $789.8K | 0.00% | +4,349+5.6% | Added |
| Worthington Financial Partners, LLC | 86,339 | $826.3K | 0.73% | +86,339 | New |
| Stratos Wealth Advisors, LLC | 89,041 | $852.1K | 0.04% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 90,638 | $867.4K | 0.49% | −1,412,192−94.0% | Reduced |
| Commonwealth Equity Services, LLC | 93,230 | $892.2K | 0.00% | +16,380+21.3% | Added |
| GWM Advisors LLC | 101,419 | $970.6K | 0.00% | +13,788+15.7% | Added |
| Bank of New York Mellon Corp | 124,443 | $1.19M | 0.00% | +10,002+8.7% | Added |
| Royal Bank of Canada | 134,967 | $1.29M | 0.00% | +63,399+88.6% | Added |
| Garner Asset Management Corp | 135,533 | $1.30M | 0.50% | −5,579−4.0% | Reduced |
| JFS Wealth Advisors, LLC | 145,786 | $1.40M | 0.08% | +181+0.1% | Added |
| Stifel Financial Corp | 158,117 | $1.51M | 0.00% | −51,737−24.7% | Reduced |
| Wakefield Asset Management LLLP | 191,104 | $1.83M | 0.50% | +1,309+0.7% | Added |
| Mackay Shields LLC | 205,338 | $1.97M | 0.07% | −102,367−33.3% | Reduced |
| Rareview Capital LLC | 286,911 | $2.63M | 1.71% | +12,566+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 311,828 | $2.98M | 0.01% | +101,757+48.4% | Added |
| Van Eck Associates Corp | 400,314 | $3.83M | 0.00% | −35,868−8.2% | Reduced |
| Kestra Advisory Services, LLC | 438,630 | $4.20M | 0.02% | +41,659+10.5% | Added |