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, Q1 2026
Institutional positions in Invesco Municipal Opportunity Trust as of Mar 31, 2026. 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
- −3 vs. Q4 2025
- Shares held
- 17.9M
- −1.45M (−7.5%) vs. Q4 2025
- Total value
- $169.9M
- −$14.7M (−8.0%) vs. Q4 2025
- New holders
- 10
- 40 more added
- Sold out
- 13
- 25 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Invesco Municipal Opportunity Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 2,732,276 | $26.0M | 1.31% | −1,310,437−32.4% | Reduced |
| LPL Financial LLC | 1,533,417 | $14.6M | 0.00% | +457,764+42.6% | Added |
| Morgan Stanley | 1,525,658 | $14.5M | 0.00% | +58,400+4.0% | Added |
| Guggenheim Capital LLC | 1,501,325 | $14.3M | 0.11% | −7,213−0.5% | Reduced |
| UBS Group AG | 1,063,970 | $10.1M | 0.00% | −70,569−6.2% | Reduced |
| Raymond James Financial Inc | 788,894 | $7.50M | 0.00% | +22,874+3.0% | Added |
| Robinson Capital Management, LLC | 758,771 | $7.31M | 3.27% | −415,285−35.4% | Reduced |
| Advisors Asset Management, Inc. | 740,403 | $7.04M | 0.12% | +102,670+16.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 673,017 | $6.40M | 0.22% | +59,797+9.8% | Added |
| Sit Investment Associates Inc | 623,992 | $5.93M | 0.12% | 00.0% | Unchanged |
| Wells Fargo & Company | 604,368 | $5.75M | 0.00% | +13,164+2.2% | Added |
| Kestra Advisory Services, LLC | 523,813 | $4.98M | 0.02% | +85,183+19.4% | Added |
| Van Eck Associates Corp | 444,103 | $4.22M | 0.00% | +43,789+10.9% | Added |
| Ameriprise Financial Inc | 356,174 | $3.39M | 0.00% | −573,220−61.7% | Reduced |
| Garden State Investment Advisory Services LLC | 327,025 | $3.11M | 0.74% | +278,425+572.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 315,279 | $3.00M | 0.01% | +3,451+1.1% | Added |
| Wakefield Asset Management LLLP | 207,344 | $1.97M | 0.52% | +16,240+8.5% | Added |
| Royal Bank of Canada | 169,567 | $1.61M | 0.00% | +34,600+25.6% | Added |
| Fiera Capital Corp | 167,172 | $1.59M | 0.01% | +167,172 | New |
| Stifel Financial Corp | 165,754 | $1.58M | 0.00% | +7,637+4.8% | Added |
| JFS Wealth Advisors, LLC | 145,969 | $1.39M | 0.08% | +183+0.1% | Added |
| Garner Asset Management Corp | 135,921 | $1.28M | 0.50% | +388+0.3% | Added |
| GWM Advisors LLC | 126,875 | $1.21M | 0.00% | +25,456+25.1% | Added |
| Mackay Shields LLC | 126,255 | $1.20M | 0.04% | −79,083−38.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 108,644 | $1.03M | 0.16% | +38,839+55.6% | Added |
| Planning Alternatives Ltd | 103,000 | $979.5K | 0.13% | +30,000+41.1% | Added |
| Commonwealth Equity Services, LLC | 91,907 | $874.0K | 0.00% | −1,323−1.4% | Reduced |
| Worthington Financial Partners, LLC | 86,318 | $820.9K | 0.71% | −210.0% | Reduced |
| Advisor Group Holdings, Inc. | 81,119 | $771.5K | 0.00% | −1,412−1.7% | Reduced |
| Gridiron Partners, LLC | 78,605 | $747.5K | 0.46% | −12,033−13.3% | Reduced |
| Summit Trail Advisors, LLC | 72,805 | $692.4K | 0.01% | +72,805 | New |
| Steward Partners Investment Advisory, LLC | 68,010 | $646.8K | 0.00% | +2,006+3.0% | Added |
| Invesco Ltd. | 63,566 | $604.5K | 0.00% | +259+0.4% | Added |
| The PNC Financial Services Group, Inc. | 62,924 | $598.4K | 0.00% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 57,915 | $550.8K | 0.34% | +6,630+12.9% | Added |
| Goldman Sachs Group Inc | 50,962 | $484.6K | 0.00% | −2,800−5.2% | Reduced |
| Concorde Asset Management, LLC | 49,948 | $475.0K | 0.23% | −13,744−21.6% | Reduced |
| Burford Brothers, Inc. | 48,690 | $463.0K | 0.19% | +20,040+69.9% | Added |
| Live Oak Private Wealth LLC | 43,000 | $408.9K | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 42,927 | $408.0K | 0.00% | +4,393+11.4% | Added |
| Melfa Wealth Management, LLC | 42,804 | $407.1K | 0.23% | +24+0.1% | Added |
| Bank of America Corp | 42,274 | $402.0K | 0.00% | +10,336+32.4% | Added |
| Allspring Global Investments Holdings, LLC | 42,230 | $401.6K | 0.00% | −27,523−39.5% | Reduced |
| Pursuit Wealth Strategies, LLC | 41,491 | $394.6K | 0.55% | −1,685−3.9% | Reduced |
| Concurrent Investment Advisors, LLC | 38,241 | $363.7K | 0.00% | +4,767+14.2% | Added |
| RSM US Wealth Management LLC | 37,366 | $355.4K | 0.00% | −201−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 36,721 | $349.2K | 0.00% | +7,722+26.6% | Added |
| AlphaCore Capital LLC | 34,352 | $326.7K | 0.01% | +653+1.9% | Added |
| Nuveen, LLC | 32,559 | $309.6K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 31,678 | $301.3K | 0.01% | −35,607−52.9% | Reduced |
| Rockefeller Capital Management L.P. | 29,896 | $284.3K | 0.00% | +10,285+52.4% | Added |
| APCM Wealth Management for Individuals | 28,550 | $271.5K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 28,329 | $269.4K | 0.00% | +26,474+1,427.2% | Added |
| Insight Wealth Strategies, LLC | 28,016 | $266.4K | 0.03% | +537+2.0% | Added |
| Harbour Investments, Inc. | 27,994 | $266.2K | 0.00% | +19,428+226.8% | Added |
| Brown Advisory Inc | 26,761 | $254.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 25,834 | $245.7K | 0.00% | −881−3.3% | Reduced |
| Shufro Rose & Co LLC | 25,500 | $242.5K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 21,700 | $206.4K | 0.00% | +4,700+27.6% | Added |
| Stratos Wealth Advisors, LLC | 21,302 | $202.6K | 0.01% | −67,739−76.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 21,119 | $200.8K | 0.00% | +21,119 | New |
| Charter Trust Co | 19,795 | $188.3K | 0.01% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 18,567 | $176.6K | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,600 | $167.4K | 0.00% | +102+0.6% | Added |
| Cetera Investment Advisers | 16,987 | $161.5K | 0.00% | −3,573−17.4% | Reduced |
| Colony Group, LLC | 16,363 | $155.6K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,983 | $152.0K | 0.01% | +5,834+57.5% | Added |
| Boothbay Fund Management, LLC | 15,680 | $149.1K | 0.00% | +15,680 | New |
| Hollencrest Capital Management | 15,411 | $146.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15,000 | $142.7K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $136.9K | 0.00% | −10.0% | Reduced |
| Capital Investment Advisors, LLC | 13,500 | $128.4K | 0.00% | 00.0% | Unchanged |
| Encompass More Asset Management | 12,630 | $120.1K | 0.02% | 00.0% | Unchanged |
| River Street Advisors LLC | 12,547 | $119.3K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 12,387 | $117.8K | 0.03% | +12,387 | New |
| Benjamin Edwards Inc | 11,191 | $106.4K | 0.00% | +402+3.7% | Added |
| Collaborative Wealth Managment Inc. | 11,000 | $104.6K | 0.05% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,782 | $102.5K | 0.00% | +547+5.3% | Added |
| Gill Capital Partners, LLC | 10,189 | $96.9K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,128 | $96.3K | 0.00% | −2,346−18.8% | Reduced |
| Mariner, LLC | 10,208 | $96.1K | 0.00% | +10,208 | New |
| Tradewinds Capital Management, LLC | 9,891 | $94.1K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,361 | $70.0K | 0.00% | −1,280−14.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,483 | $33.1K | 0.00% | −10.0% | Reduced |
| Ancora Advisors, LLC | 3,288 | $31.3K | 0.00% | −341−9.4% | Reduced |
| Vision Retirement, LLC | 2,567 | $24.4K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,551 | $24.4K | 0.00% | +14+0.6% | Added |
| Penserra Capital Management LLC | 1,490 | $14.0K | 0.00% | +1,490 | New |
| Mascoma Wealth Management LLC | 1,411 | $13.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,348 | $12.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,334 | $12.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,151 | $10.9K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,047 | $9.96K | 0.00% | +1,047 | New |
| WPG Advisers, LLC | 963 | $9.16K | 0.01% | −2−0.2% | Reduced |
| Farther Finance Advisors, LLC | 886 | $8.46K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 885 | $8.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $4.75K | 0.00% | +100+25.0% | Added |
| Field & Main Bank | 492 | $4.68K | 0.00% | +492 | New |
| Prestige Wealth Management Group LLC | 445 | $4.23K | 0.00% | 00.0% | Unchanged |