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 |
|---|---|---|---|---|---|
| US Bancorp | 28 | $266 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 69 | $656 | 0.00% | +55+392.9% | Added |
| Huntington National Bank | – | $942 | 0.00% | – | – |
| Assetmark, Inc | 103 | $980 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 140 | $1.33K | 0.00% | +140 | New |
| SOA Wealth Advisors, LLC. | 254 | $2.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 445 | $4.23K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 492 | $4.68K | 0.00% | +492 | New |
| Highline Wealth Partners LLC | 500 | $4.75K | 0.00% | +100+25.0% | Added |
| Geneos Wealth Management Inc. | 885 | $8.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 886 | $8.46K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 963 | $9.16K | 0.01% | −2−0.2% | Reduced |
| BlackRock, Inc. | 1,047 | $9.96K | 0.00% | +1,047 | New |
| ORG Wealth Partners, LLC | 1,151 | $10.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,136 | $11.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,334 | $12.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,348 | $12.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,411 | $13.4K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,490 | $14.0K | 0.00% | +1,490 | New |
| International Assets Investment Management, LLC | 2,551 | $24.4K | 0.00% | +14+0.6% | Added |
| Vision Retirement, LLC | 2,567 | $24.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,288 | $31.3K | 0.00% | −341−9.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,483 | $33.1K | 0.00% | −10.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,361 | $70.0K | 0.00% | −1,280−14.8% | Reduced |
| Tradewinds Capital Management, LLC | 9,891 | $94.1K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 10,208 | $96.1K | 0.00% | +10,208 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,128 | $96.3K | 0.00% | −2,346−18.8% | Reduced |
| Gill Capital Partners, LLC | 10,189 | $96.9K | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 10,782 | $102.5K | 0.00% | +547+5.3% | Added |
| Collaborative Wealth Managment Inc. | 11,000 | $104.6K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 11,191 | $106.4K | 0.00% | +402+3.7% | Added |
| Berkeley Capital Partners, LLC | 12,387 | $117.8K | 0.03% | +12,387 | New |
| River Street Advisors LLC | 12,547 | $119.3K | 0.04% | 00.0% | Unchanged |
| Encompass More Asset Management | 12,630 | $120.1K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 13,500 | $128.4K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $136.9K | 0.00% | −10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 15,000 | $142.7K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15,411 | $146.6K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 15,680 | $149.1K | 0.00% | +15,680 | New |
| Virtu Financial LLC | 15,983 | $152.0K | 0.01% | +5,834+57.5% | Added |
| Colony Group, LLC | 16,363 | $155.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,987 | $161.5K | 0.00% | −3,573−17.4% | Reduced |
| Kestra Private Wealth Services, LLC | 17,600 | $167.4K | 0.00% | +102+0.6% | Added |
| Kercheville Advisors, LLC | 18,567 | $176.6K | 0.06% | 00.0% | Unchanged |
| Charter Trust Co | 19,795 | $188.3K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 21,119 | $200.8K | 0.00% | +21,119 | New |
| Stratos Wealth Advisors, LLC | 21,302 | $202.6K | 0.01% | −67,739−76.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,700 | $206.4K | 0.00% | +4,700+27.6% | Added |
| Shufro Rose & Co LLC | 25,500 | $242.5K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 25,834 | $245.7K | 0.00% | −881−3.3% | Reduced |
| Brown Advisory Inc | 26,761 | $254.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 27,994 | $266.2K | 0.00% | +19,428+226.8% | Added |
| Insight Wealth Strategies, LLC | 28,016 | $266.4K | 0.03% | +537+2.0% | Added |
| CWM, LLC | 28,329 | $269.4K | 0.00% | +26,474+1,427.2% | Added |
| APCM Wealth Management for Individuals | 28,550 | $271.5K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 29,896 | $284.3K | 0.00% | +10,285+52.4% | Added |
| TCG Advisory Services, LLC | 31,678 | $301.3K | 0.01% | −35,607−52.9% | Reduced |
| Nuveen, LLC | 32,559 | $309.6K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 34,352 | $326.7K | 0.01% | +653+1.9% | Added |
| Stratos Wealth Partners, LTD. | 36,721 | $349.2K | 0.00% | +7,722+26.6% | Added |
| RSM US Wealth Management LLC | 37,366 | $355.4K | 0.00% | −201−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 38,241 | $363.7K | 0.00% | +4,767+14.2% | Added |
| Pursuit Wealth Strategies, LLC | 41,491 | $394.6K | 0.55% | −1,685−3.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 42,230 | $401.6K | 0.00% | −27,523−39.5% | Reduced |
| Bank of America Corp | 42,274 | $402.0K | 0.00% | +10,336+32.4% | Added |
| Melfa Wealth Management, LLC | 42,804 | $407.1K | 0.23% | +24+0.1% | Added |
| Janney Montgomery Scott LLC | 42,927 | $408.0K | 0.00% | +4,393+11.4% | Added |
| Live Oak Private Wealth LLC | 43,000 | $408.9K | 0.06% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 48,690 | $463.0K | 0.19% | +20,040+69.9% | Added |
| Concorde Asset Management, LLC | 49,948 | $475.0K | 0.23% | −13,744−21.6% | Reduced |
| Goldman Sachs Group Inc | 50,962 | $484.6K | 0.00% | −2,800−5.2% | Reduced |
| Petra Financial Advisors Inc | 57,915 | $550.8K | 0.34% | +6,630+12.9% | Added |
| The PNC Financial Services Group, Inc. | 62,924 | $598.4K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 63,566 | $604.5K | 0.00% | +259+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 68,010 | $646.8K | 0.00% | +2,006+3.0% | Added |
| Summit Trail Advisors, LLC | 72,805 | $692.4K | 0.01% | +72,805 | New |
| Gridiron Partners, LLC | 78,605 | $747.5K | 0.46% | −12,033−13.3% | Reduced |
| Advisor Group Holdings, Inc. | 81,119 | $771.5K | 0.00% | −1,412−1.7% | Reduced |
| Worthington Financial Partners, LLC | 86,318 | $820.9K | 0.71% | −210.0% | Reduced |
| Commonwealth Equity Services, LLC | 91,907 | $874.0K | 0.00% | −1,323−1.4% | Reduced |
| Planning Alternatives Ltd | 103,000 | $979.5K | 0.13% | +30,000+41.1% | Added |
| Wealth Alliance Advisory Group, LLC | 108,644 | $1.03M | 0.16% | +38,839+55.6% | Added |
| Mackay Shields LLC | 126,255 | $1.20M | 0.04% | −79,083−38.5% | Reduced |
| GWM Advisors LLC | 126,875 | $1.21M | 0.00% | +25,456+25.1% | Added |
| Garner Asset Management Corp | 135,921 | $1.28M | 0.50% | +388+0.3% | Added |
| JFS Wealth Advisors, LLC | 145,969 | $1.39M | 0.08% | +183+0.1% | Added |
| Stifel Financial Corp | 165,754 | $1.58M | 0.00% | +7,637+4.8% | Added |
| Fiera Capital Corp | 167,172 | $1.59M | 0.01% | +167,172 | New |
| Royal Bank of Canada | 169,567 | $1.61M | 0.00% | +34,600+25.6% | Added |
| Wakefield Asset Management LLLP | 207,344 | $1.97M | 0.52% | +16,240+8.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 315,279 | $3.00M | 0.01% | +3,451+1.1% | Added |
| Garden State Investment Advisory Services LLC | 327,025 | $3.11M | 0.74% | +278,425+572.9% | Added |
| Ameriprise Financial Inc | 356,174 | $3.39M | 0.00% | −573,220−61.7% | Reduced |
| Van Eck Associates Corp | 444,103 | $4.22M | 0.00% | +43,789+10.9% | Added |
| Kestra Advisory Services, LLC | 523,813 | $4.98M | 0.02% | +85,183+19.4% | Added |
| Wells Fargo & Company | 604,368 | $5.75M | 0.00% | +13,164+2.2% | Added |
| Sit Investment Associates Inc | 623,992 | $5.93M | 0.12% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 673,017 | $6.40M | 0.22% | +59,797+9.8% | Added |
| Advisors Asset Management, Inc. | 740,403 | $7.04M | 0.12% | +102,670+16.1% | Added |
| Robinson Capital Management, LLC | 758,771 | $7.31M | 3.27% | −415,285−35.4% | Reduced |