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。
2025 年第 1 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2025/3/31 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
- 109
- 較 2024 年第 4 季 −6 家
- 持有股數
- 2,056 萬
- 較 2024 年第 4 季 −166.5 萬 (−7.5%)
- 總市值
- $1.95 億
- 較 2024 年第 4 季 −$2,073 萬 (−9.6%)
- 新進機構
- 11
- 另有 40 家加碼
- 清倉機構
- 17
- 另有 18 家減碼
另有 2 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,274,605 | $4,057 萬 | 2.15% | −6950.0% | 減碼 |
| Robinson Capital Management, LLC | 1,727,121 | $1,639 萬 | 6.66% | +30,000+1.8% | 加碼 |
| UBS Group AG | 1,265,676 | $1,201 萬 | 0.00% | +173,668+15.9% | 加碼 |
| Sit Investment Associates Inc | 1,241,991 | $1,179 萬 | 0.28% | −131,574−9.6% | 減碼 |
| Karpus Management, Inc. | 1,188,432 | $1,128 萬 | 0.37% | −11,700−1.0% | 減碼 |
| Guggenheim Capital LLC | 1,175,072 | $1,115 萬 | 0.10% | +229,809+24.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 1,084,043 | $1,029 萬 | 0.46% | −237,622−18.0% | 減碼 |
| Raymond James Financial Inc | 961,150 | $912.1 萬 | 0.00% | +179,489+23.0% | 加碼 |
| Morgan Stanley | 551,909 | $523.8 萬 | 0.00% | +77,654+16.4% | 加碼 |
| Pathstone Holdings, LLC | 532,457 | $512.7 萬 | 0.02% | −28,386−5.1% | 減碼 |
| Fiera Capital Corp | 533,887 | $506.7 萬 | 0.02% | −33,182−5.9% | 減碼 |
| LPL Financial LLC | 532,899 | $505.7 萬 | 0.00% | +80,657+17.8% | 加碼 |
| Van Eck Associates Corp | 411,697 | $390.7 萬 | 0.01% | −95,665−18.9% | 減碼 |
| Ameriprise Financial Inc | 337,828 | $321.3 萬 | 0.00% | +38,508+12.9% | 加碼 |
| Kestra Advisory Services, LLC | 308,607 | $292.9 萬 | 0.01% | +63,028+25.7% | 加碼 |
| Wells Fargo & Company | 288,366 | $273.7 萬 | 0.00% | +79,961+38.4% | 加碼 |
| Rareview Capital LLC | 281,164 | $266.8 萬 | 1.69% | −6,968−2.4% | 減碼 |
| Advisor Group Holdings, Inc. | 261,102 | $247.8 萬 | 0.01% | +226,643+657.7% | 加碼 |
| Stifel Financial Corp | 236,720 | $224.6 萬 | 0.00% | +35,064+17.4% | 加碼 |
| Advisors Asset Management, Inc. | 215,382 | $204.4 萬 | 0.04% | +62,365+40.8% | 加碼 |
| Mackay Shields LLC | 207,705 | $197.1 萬 | 0.06% | +2,367+1.2% | 加碼 |
| Wakefield Asset Management LLLP | 187,884 | $178.3 萬 | 0.54% | +1,309+0.7% | 加碼 |
| JFS Wealth Advisors, LLC | 145,239 | $137.8 萬 | 0.09% | +169+0.1% | 加碼 |
| Goldman Sachs Group Inc | 134,945 | $128.1 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 129,282 | $122.7 萬 | 0.00% | +12,459+10.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 122,220 | $116.0 萬 | 0.01% | +7,027+6.1% | 加碼 |
| Garner Asset Management Corp | 114,268 | $108.4 萬 | 0.48% | −2,986−2.5% | 減碼 |
| Invesco Ltd. | 111,426 | $105.7 萬 | 0.00% | −39,940−26.4% | 減碼 |
| Gridiron Partners, LLC | 90,638 | $86.0 萬 | 0.55% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 89,695 | $85.1 萬 | 0.05% | +2,644+3.0% | 加碼 |
| TCG Advisory Services, LLC | 88,367 | $83.9 萬 | 0.03% | −1,803−2.0% | 減碼 |
| Westchester Capital Management, LLC | 84,363 | $80.1 萬 | 0.05% | 00.0% | 不變 |
| Planning Alternatives Ltd | 73,000 | $69.3 萬 | 0.11% | +34,000+87.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 71,092 | $67.5 萬 | 0.00% | +28,168+65.6% | 加碼 |
| Absolute Investment Advisers LLC | 63,600 | $60.4 萬 | 0.09% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 63,528 | $60.3 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 63,360 | $60.1 萬 | 0.00% | +7,447+13.3% | 加碼 |
| Petra Financial Advisors Inc | 57,440 | $54.5 萬 | 0.45% | 00.0% | 不變 |
| GWM Advisors LLC | 57,365 | $54.4 萬 | 0.00% | +3,937+7.4% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 53,540 | $50.8 萬 | 0.11% | +16,940+46.3% | 加碼 |
| Rothschild Investment LLC | 49,207 | $46.7 萬 | 0.03% | −19,500−28.4% | 減碼 |
| Dakota Wealth Management | 45,762 | $43.4 萬 | 0.01% | −132−0.3% | 減碼 |
| Royal Bank of Canada | 44,400 | $42.1 萬 | 0.00% | +6,422+16.9% | 加碼 |
| Janney Montgomery Scott LLC | 43,738 | $41.5 萬 | 0.00% | +5,120+13.3% | 加碼 |
| Melfa Wealth Management, LLC | 43,428 | $41.2 萬 | 0.28% | +22+0.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 43,363 | $41.2 萬 | 0.00% | 00.0% | 不變 |
| Bank of Montreal | 40,055 | $38.0 萬 | 0.00% | +310+0.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 39,664 | $37.6 萬 | 0.01% | +13,524+51.7% | 加碼 |
| Cetera Investment Advisers | 36,807 | $34.9 萬 | 0.00% | +6,655+22.1% | 加碼 |
| Nuveen, LLC | 32,559 | $30.9 萬 | 0.00% | +32,559 | 新進 |
| Quarry LP | 32,500 | $30.8 萬 | 0.08% | 00.0% | 不變 |
| Bank of America Corp | 31,906 | $30.3 萬 | 0.00% | +4,088+14.7% | 加碼 |
| AlphaCore Capital LLC | 31,741 | $30.1 萬 | 0.03% | +31,741 | 新進 |
| StoneX Group Inc. | 30,065 | $28.5 萬 | 0.02% | +100.0% | 加碼 |
| Live Oak Private Wealth LLC | 30,000 | $28.5 萬 | 0.05% | +10,000+50.0% | 加碼 |
| Readystate Asset Management LP | 29,719 | $28.2 萬 | 0.01% | +29,719 | 新進 |
| APCM Wealth Management for Individuals | 28,550 | $27.1 萬 | 0.04% | 00.0% | 不變 |
| Marex Group plc | 27,400 | $26.0 萬 | 0.00% | −11,300−29.2% | 減碼 |
| Insight Wealth Strategies, LLC | 25,878 | $24.6 萬 | 0.03% | +495+2.0% | 加碼 |
| Brown Advisory Inc | 25,511 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| Riverbridge Partners LLC | 24,966 | $23.7 萬 | 0.00% | +1,688+7.3% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 21,500 | $20.4 萬 | 0.04% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 20,330 | $19.3 萬 | 0.01% | +792+4.1% | 加碼 |
| Charter Trust Co | 19,795 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 18,850 | $17.9 萬 | 0.03% | +18,850 | 新進 |
| Shufro Rose & Co LLC | 18,500 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 17,193 | $16.3 萬 | 0.00% | −2,379−12.2% | 減碼 |
| Capital Investment Advisors, LLC | 16,913 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| Jane Street Group, LLC | 16,416 | $15.6 萬 | 0.00% | +16,416 | 新進 |
| Kercheville Advisors, LLC | 15,067 | $14.3 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 15,000 | $14.2 萬 | 0.05% | 00.0% | 不變 |
| Permanent Capital Management, LP | 14,517 | $13.8 萬 | 0.04% | −1,132−7.2% | 減碼 |
| Cresset Asset Management, LLC | 14,400 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 13,826 | $13.1 萬 | 0.00% | 00.0% | 不變 |
| Cerity Partners LLC | 12,964 | $12.3 萬 | 0.00% | −1,363−9.5% | 減碼 |
| Encompass More Asset Management | 12,937 | $12.3 萬 | 0.04% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 12,717 | $12.1 萬 | 0.00% | +410+3.3% | 加碼 |
| Blue Bell Private Wealth Management, LLC | 12,389 | $11.8 萬 | 0.02% | 00.0% | 不變 |
| Berkeley Capital Partners, LLC | 12,387 | $11.8 萬 | 0.03% | 00.0% | 不變 |
| Moody National Bank Trust Division | 11,375 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.4 萬 | 0.05% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 10,211 | $9.69 萬 | 0.03% | +10,211 | 新進 |
| Gill Capital Partners, LLC | 10,189 | $9.67 萬 | 0.03% | 00.0% | 不變 |
| Northern Trust Corp | 10,175 | $9.66 萬 | 0.00% | +64+0.6% | 加碼 |
| Concorde Asset Management, LLC | 10,299 | $9.48 萬 | 0.05% | +10,299 | 新進 |
| Tradewinds Capital Management, LLC | 9,891 | $9.39 萬 | 0.03% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,746 | $7.35 萬 | 0.00% | 00.0% | 不變 |
| Compass Wealth Management LLC | 6,831 | $6.48 萬 | 0.02% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 5,167 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Ancora Advisors, LLC | 4,163 | $3.95 萬 | 0.00% | −135−3.1% | 減碼 |
| US Bancorp | 2,700 | $2.56 萬 | 0.00% | +2,174+413.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,171 | $2.06 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 2,000 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Elequin Capital LP | 1,932 | $1.83 萬 | 0.00% | +1,932 | 新進 |
| CWM, LLC | 1,836 | $1.70 萬 | 0.00% | +6+0.3% | 加碼 |
| Mascoma Wealth Management LLC | 1,411 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 1,334 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,247 | $1.18 萬 | 0.00% | +1,247 | 新進 |
| TSFG, LLC | 1,136 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 1,151 | $1.10 萬 | 0.00% | 00.0% | 不變 |