Invesco Municipal Opportunity Trust
VMO- 交易所
- NYSE
- SEC CIK
- 0000884152
近 90 天，Invesco Municipal Opportunity Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 110 家機構在 13F 申報持有，市值合計 $1.66 億；沒有大師持有。
2024 年第 4 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2024/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 117
- 較 2024 年第 3 季 +1 家
- 持有股數
- 2,230 萬
- 較 2024 年第 3 季 +36.7 萬 (+1.7%)
- 總市值
- $2.17 億
- 較 2024 年第 3 季 −$802.9 萬 (−3.6%)
- 新進機構
- 18
- 另有 41 家加碼
- 清倉機構
- 17
- 另有 20 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 VMO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 110 | $1.66 億 |
| 2026 年第 1 季 | 106 | $1.70 億 |
| 2025 年第 4 季 | 112 | $1.85 億 |
| 2025 年第 3 季 | 102 | $1.82 億 |
| 2025 年第 2 季 | 106 | $1.81 億 |
| 2025 年第 1 季 | 109 | $1.95 億 |
| 2024 年第 4 季 | 117 | $2.17 億 |
| 2024 年第 3 季 | 119 | $2.32 億 |
| 2024 年第 2 季 | 115 | $2.48 億 |
| 2024 年第 1 季 | 115 | $2.39 億 |
| 2023 年第 4 季 | 116 | $2.26 億 |
| 2023 年第 3 季 | 111 | $1.72 億 |
| 2023 年第 2 季 | 109 | $1.88 億 |
| 2023 年第 1 季 | 105 | $1.86 億 |
| 2022 年第 4 季 | 109 | $1.83 億 |
| 2022 年第 3 季 | 106 | $1.41 億 |
| 2022 年第 2 季 | 108 | $1.58 億 |
| 2022 年第 1 季 | 107 | $1.46 億 |
| 2021 年第 4 季 | 88 | $1.88 億 |
| 2021 年第 3 季 | 92 | $1.86 億 |
| 2021 年第 2 季 | 89 | $1.89 億 |
| 2021 年第 1 季 | 92 | $1.79 億 |
2024 年第 4 季持有機構
每家機構持有 Invesco Municipal Opportunity Trust 的股數、市值與佔組合比重；股數變化跟 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,275,300 | $4,156 萬 | 2.00% | +1,907,773+80.6% | 加碼 |
| Saba Capital Management, L.P. | 2,180,578 | $2,120 萬 | 0.53% | −4,039,762−64.9% | 減碼 |
| Robinson Capital Management, LLC | 1,697,121 | $1,650 萬 | 6.66% | +519,405+44.1% | 加碼 |
| Sit Investment Associates Inc | 1,373,565 | $1,335 萬 | 0.30% | −118,827−8.0% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 1,321,665 | $1,285 萬 | 0.58% | −182,757−12.1% | 減碼 |
| Karpus Management, Inc. | 1,200,132 | $1,167 萬 | 0.34% | +50,506+4.4% | 加碼 |
| UBS Group AG | 1,092,008 | $1,061 萬 | 0.00% | +45,861+4.4% | 加碼 |
| Guggenheim Capital LLC | 945,263 | $918.8 萬 | 0.08% | +307,338+48.2% | 加碼 |
| Raymond James Financial Inc | 781,661 | $759.8 萬 | 0.00% | +781,661 | 新進 |
| Fiera Capital Corp | 567,069 | $551.2 萬 | 0.02% | +10,210+1.8% | 加碼 |
| Pathstone Holdings, LLC | 560,843 | $545.1 萬 | 0.02% | +435,525+347.5% | 加碼 |
| Van Eck Associates Corp | 507,362 | $493.2 萬 | 0.01% | +21,173+4.4% | 加碼 |
| Morgan Stanley | 474,255 | $461.0 萬 | 0.00% | −14,982−3.1% | 減碼 |
| LPL Financial LLC | 452,242 | $439.6 萬 | 0.00% | +308,518+214.7% | 加碼 |
| Rareview Capital LLC | 288,132 | $295.9 萬 | 2.14% | +127,963+79.9% | 加碼 |
| Ameriprise Financial Inc | 299,320 | $264.3 萬 | 0.00% | +184,317+160.3% | 加碼 |
| Whitebox Advisors LLC | 254,394 | $247.3 萬 | 0.09% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 245,579 | $238.7 萬 | 0.01% | +46,893+23.6% | 加碼 |
| Wells Fargo & Company | 208,405 | $202.6 萬 | 0.00% | −10,461−4.8% | 減碼 |
| Mackay Shields LLC | 205,338 | $199.6 萬 | 0.06% | 00.0% | 不變 |
| Stifel Financial Corp | 201,656 | $196.0 萬 | 0.00% | +84,593+72.3% | 加碼 |
| Wakefield Asset Management LLLP | 186,575 | $181.4 萬 | 0.61% | +615+0.3% | 加碼 |
| Advisors Asset Management, Inc. | 153,017 | $148.7 萬 | 0.03% | +153,017 | 新進 |
| Invesco Ltd. | 151,366 | $147.1 萬 | 0.00% | −11,265−6.9% | 減碼 |
| JFS Wealth Advisors, LLC | 145,070 | $141.0 萬 | 0.10% | +162+0.1% | 加碼 |
| Goldman Sachs Group Inc | 134,945 | $131.2 萬 | 0.00% | +4,365+3.3% | 加碼 |
| Garner Asset Management Corp | 117,254 | $114.0 萬 | 0.53% | +1,507+1.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 116,823 | $113.6 萬 | 0.00% | +7,665+7.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 115,193 | $112.0 萬 | 0.01% | +13,364+13.1% | 加碼 |
| Gridiron Partners, LLC | 90,638 | $88.1 萬 | 0.56% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 90,170 | $87.6 萬 | 0.04% | +6,939+8.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 87,051 | $84.6 萬 | 0.04% | −7,080−7.5% | 減碼 |
| Westchester Capital Management, LLC | 84,363 | $82.0 萬 | 0.05% | −12,095−12.5% | 減碼 |
| Nuveen Asset Management, LLC | 77,986 | $75.8 萬 | 0.00% | +8,600+12.4% | 加碼 |
| Rothschild Investment LLC | 68,707 | $66.8 萬 | 0.04% | −90−0.1% | 減碼 |
| Independent Advisor Alliance | 65,841 | $64.0 萬 | 0.01% | +65,841 | 新進 |
| Absolute Investment Advisers LLC | 63,600 | $61.8 萬 | 0.08% | +4,900+8.3% | 加碼 |
| Bank of New York Mellon Corp | 63,528 | $61.7 萬 | 0.00% | +39,155+160.6% | 加碼 |
| Petra Financial Advisors Inc | 57,440 | $55.8 萬 | 0.38% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 55,913 | $54.3 萬 | 0.00% | +769+1.4% | 加碼 |
| GWM Advisors LLC | 53,428 | $51.9 萬 | 0.00% | +4,303+8.8% | 加碼 |
| Dakota Wealth Management | 45,894 | $44.6 萬 | 0.01% | +945+2.1% | 加碼 |
| Melfa Wealth Management, LLC | 43,406 | $42.2 萬 | 0.28% | +22+0.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 43,363 | $42.1 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 42,924 | $41.7 萬 | 0.00% | +40.0% | 加碼 |
| Bank of Montreal | 39,745 | $38.6 萬 | 0.00% | +1,578+4.1% | 加碼 |
| Planning Alternatives Ltd | 39,000 | $37.9 萬 | 0.06% | 00.0% | 不變 |
| Marex Group plc | 38,700 | $37.6 萬 | 0.01% | +38,700 | 新進 |
| Janney Montgomery Scott LLC | 38,618 | $37.5 萬 | 0.00% | +14,397+59.4% | 加碼 |
| Royal Bank of Canada | 37,978 | $36.9 萬 | 0.00% | +5,394+16.6% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 36,600 | $35.6 萬 | 0.08% | +36,600 | 新進 |
| Advisor Group Holdings, Inc. | 34,459 | $33.5 萬 | 0.00% | −173,289−83.4% | 減碼 |
| Quarry LP | 32,500 | $31.6 萬 | 0.06% | 00.0% | 不變 |
| Cetera Investment Advisers | 30,152 | $29.3 萬 | 0.00% | −6,722−18.2% | 減碼 |
| StoneX Group Inc. | 30,055 | $29.2 萬 | 0.02% | +30,055 | 新進 |
| Landscape Capital Management, L.L.C. | 29,793 | $29.0 萬 | 0.03% | +29,793 | 新進 |
| APCM Wealth Management for Individuals | 28,550 | $27.8 萬 | 0.04% | 00.0% | 不變 |
| Bank of America Corp | 27,818 | $27.0 萬 | 0.00% | −3,547−11.3% | 減碼 |
| Concurrent Investment Advisors, LLC | 26,140 | $25.4 萬 | 0.01% | −311−1.2% | 減碼 |
| Brown Advisory Inc | 25,511 | $24.8 萬 | 0.00% | +1,450+6.0% | 加碼 |
| Insight Wealth Strategies, LLC | 25,383 | $24.7 萬 | 0.03% | +25,383 | 新進 |
| Riverbridge Partners LLC | 23,278 | $22.6 萬 | 0.00% | −873−3.6% | 減碼 |
| Aristides Capital LLC | 21,780 | $21.2 萬 | 0.07% | +21,780 | 新進 |
| Summit Financial Wealth Advisors, LLC | 21,500 | $21.1 萬 | 0.04% | −630−2.8% | 減碼 |
| Nomura Holdings Inc | 20,746 | $20.2 萬 | 0.00% | +20,746 | 新進 |
| Live Oak Private Wealth LLC | 20,000 | $19.4 萬 | 0.03% | +20,000 | 新進 |
| Charter Trust Co | 19,795 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 19,572 | $19.0 萬 | 0.00% | +2,116+12.1% | 加碼 |
| Simon Quick Advisors, LLC | 19,538 | $19.0 萬 | 0.01% | +989+5.3% | 加碼 |
| Shufro Rose & Co LLC | 18,500 | $18.0 萬 | 0.01% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 16,913 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Permanent Capital Management, LP | 15,649 | $15.2 萬 | 0.05% | +15,649 | 新進 |
| Kercheville Advisors, LLC | 15,067 | $14.6 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 15,000 | $14.6 萬 | 0.05% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 14,400 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 14,327 | $13.9 萬 | 0.00% | −299−2.0% | 減碼 |
| RSM US Wealth Management LLC | 13,826 | $13.3 萬 | 0.00% | 00.0% | 不變 |
| Encompass More Asset Management | 12,937 | $12.6 萬 | 0.04% | 00.0% | 不變 |
| Csenge Advisory Group | 12,544 | $12.2 萬 | 0.01% | +12,544 | 新進 |
| Blue Bell Private Wealth Management, LLC | 12,389 | $12.0 萬 | 0.02% | −2,212−15.1% | 減碼 |
| Berkeley Capital Partners, LLC | 12,387 | $12.0 萬 | 0.03% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 12,307 | $12.0 萬 | 0.00% | −106−0.9% | 減碼 |
| WMG Financial Advisors, LLC | 11,988 | $11.7 萬 | 0.05% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 11,681 | $11.4 萬 | 0.00% | +11,681 | 新進 |
| Moody National Bank Trust Division | 11,375 | $11.1 萬 | 0.01% | +1,256+12.4% | 加碼 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.7 萬 | 0.05% | 00.0% | 不變 |
| Sigma Planning Corp | 10,853 | $10.5 萬 | 0.00% | +44+0.4% | 加碼 |
| Gill Capital Partners, LLC | 10,189 | $9.90 萬 | 0.04% | 00.0% | 不變 |
| Northern Trust Corp | 10,111 | $9.83 萬 | 0.00% | +61+0.6% | 加碼 |
| Tradewinds Capital Management, LLC | 9,891 | $9.61 萬 | 0.03% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,491 | $8.25 萬 | 0.00% | +7,386+668.4% | 加碼 |
| Harbour Investments, Inc. | 7,746 | $7.53 萬 | 0.00% | −2,200−22.1% | 減碼 |
| Compass Wealth Management LLC | 6,831 | $6.64 萬 | 0.02% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 6,366 | $6.19 萬 | 0.00% | +5,720+885.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 5,167 | $5.02 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,298 | $4.18 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,171 | $2.11 萬 | 0.00% | −11,790−84.4% | 減碼 |
| Fortitude Family Office, LLC | 2,000 | $1.94 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 1,830 | $1.80 萬 | 0.00% | +1,830 | 新進 |
| Mascoma Wealth Management LLC | 1,411 | $1.37 萬 | 0.00% | 00.0% | 不變 |