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 2 季 13F 持有人
Invesco Municipal Opportunity Trust 在 2025/6/30 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
- 106
- 較 2025 年第 1 季 −1 家
- 持有股數
- 1,977 萬
- 較 2025 年第 1 季 −76.8 萬 (−3.7%)
- 總市值
- $1.81 億
- 較 2025 年第 1 季 −$1,349 萬 (−6.9%)
- 新進機構
- 11
- 另有 41 家加碼
- 清倉機構
- 12
- 另有 24 家減碼
另有 2 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,264,520 | $3,915 萬 | 2.16% | −10,085−0.2% | 減碼 |
| Robinson Capital Management, LLC | 1,727,121 | $1,585 萬 | 6.65% | 00.0% | 不變 |
| Guggenheim Capital LLC | 1,456,238 | $1,337 萬 | 0.11% | +281,166+23.9% | 加碼 |
| UBS Group AG | 1,426,577 | $1,310 萬 | 0.00% | +160,901+12.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 1,011,086 | $928.2 萬 | 0.37% | −72,957−6.7% | 減碼 |
| Raymond James Financial Inc | 834,383 | $766.0 萬 | 0.00% | −126,767−13.2% | 減碼 |
| Karpus Management, Inc. | 807,808 | $741.6 萬 | 0.24% | −380,624−32.0% | 減碼 |
| Morgan Stanley | 758,894 | $696.7 萬 | 0.00% | +206,985+37.5% | 加碼 |
| Ameriprise Financial Inc | 747,429 | $685.3 萬 | 0.00% | +409,601+121.2% | 加碼 |
| Sit Investment Associates Inc | 623,992 | $572.8 萬 | 0.12% | −617,999−49.8% | 減碼 |
| Fiera Capital Corp | 528,080 | $484.8 萬 | 0.02% | −5,807−1.1% | 減碼 |
| Van Eck Associates Corp | 415,299 | $381.2 萬 | 0.00% | +3,602+0.9% | 加碼 |
| Wells Fargo & Company | 344,200 | $316.0 萬 | 0.00% | +55,834+19.4% | 加碼 |
| Kestra Advisory Services, LLC | 326,003 | $299.3 萬 | 0.01% | +17,396+5.6% | 加碼 |
| Advisors Asset Management, Inc. | 325,818 | $299.1 萬 | 0.05% | +110,436+51.3% | 加碼 |
| Mackay Shields LLC | 307,705 | $282.5 萬 | 0.09% | +100,000+48.1% | 加碼 |
| Rareview Capital LLC | 261,114 | $239.7 萬 | 1.51% | −20,050−7.1% | 減碼 |
| Stifel Financial Corp | 245,255 | $225.1 萬 | 0.00% | +8,535+3.6% | 加碼 |
| LPL Financial LLC | 189,846 | $174.3 萬 | 0.00% | −343,053−64.4% | 減碼 |
| Wakefield Asset Management LLLP | 185,274 | $170.1 萬 | 0.48% | −2,610−1.4% | 減碼 |
| Advisor Group Holdings, Inc. | 171,902 | $157.8 萬 | 0.00% | −89,200−34.2% | 減碼 |
| JFS Wealth Advisors, LLC | 145,421 | $133.5 萬 | 0.08% | +182+0.1% | 加碼 |
| Goldman Sachs Group Inc | 131,615 | $120.8 萬 | 0.00% | −3,330−2.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 129,458 | $118.8 萬 | 0.00% | +176+0.1% | 加碼 |
| Invesco Ltd. | 128,500 | $118.0 萬 | 0.00% | +17,074+15.3% | 加碼 |
| Garner Asset Management Corp | 125,998 | $115.7 萬 | 0.53% | +11,730+10.3% | 加碼 |
| Gridiron Partners, LLC | 90,638 | $83.2 萬 | 0.52% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 89,695 | $82.3 萬 | 0.04% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 86,817 | $79.7 萬 | 0.01% | −35,403−29.0% | 減碼 |
| Westchester Capital Management, LLC | 84,363 | $77.4 萬 | 0.05% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 76,186 | $69.9 萬 | 0.02% | −12,181−13.8% | 減碼 |
| Commonwealth Equity Services, LLC | 75,227 | $69.1 萬 | 0.00% | +11,867+18.7% | 加碼 |
| Planning Alternatives Ltd | 73,000 | $67.0 萬 | 0.09% | 00.0% | 不變 |
| Jane Street Group, LLC | 72,026 | $66.1 萬 | 0.00% | +55,610+338.8% | 加碼 |
| Bank of New York Mellon Corp | 69,375 | $63.7 萬 | 0.00% | +5,847+9.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 67,008 | $61.5 萬 | 0.00% | −4,084−5.7% | 減碼 |
| Absolute Investment Advisers LLC | 63,600 | $58.4 萬 | 0.07% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 59,283 | $54.4 萬 | 0.00% | +59,283 | 新進 |
| Petra Financial Advisors Inc | 57,527 | $52.8 萬 | 0.34% | +87+0.2% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 56,290 | $51.7 萬 | 0.10% | +2,750+5.1% | 加碼 |
| Cetera Investment Advisers | 50,483 | $46.3 萬 | 0.00% | +13,676+37.2% | 加碼 |
| GWM Advisors LLC | 45,303 | $41.6 萬 | 0.00% | −12,062−21.0% | 減碼 |
| Rothschild Investment LLC | 45,207 | $41.5 萬 | 0.03% | −4,000−8.1% | 減碼 |
| Dakota Wealth Management | 45,000 | $41.3 萬 | 0.01% | −762−1.7% | 減碼 |
| Royal Bank of Canada | 44,717 | $41.1 萬 | 0.00% | +317+0.7% | 加碼 |
| Melfa Wealth Management, LLC | 43,452 | $39.9 萬 | 0.25% | +24+0.1% | 加碼 |
| Live Oak Private Wealth LLC | 43,000 | $39.5 萬 | 0.06% | +13,000+43.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 42,283 | $38.8 萬 | 0.00% | −1,080−2.5% | 減碼 |
| Bank of Montreal | 41,245 | $37.9 萬 | 0.00% | +1,190+3.0% | 加碼 |
| Janney Montgomery Scott LLC | 41,226 | $37.8 萬 | 0.00% | −2,512−5.7% | 減碼 |
| Bank of America Corp | 36,784 | $33.8 萬 | 0.00% | +4,878+15.3% | 加碼 |
| StoneX Group Inc. | 33,143 | $30.4 萬 | 0.01% | +3,078+10.2% | 加碼 |
| Nuveen, LLC | 32,559 | $29.9 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 32,500 | $29.8 萬 | 0.07% | 00.0% | 不變 |
| AlphaCore Capital LLC | 32,393 | $29.7 萬 | 0.01% | +652+2.1% | 加碼 |
| Brown Advisory Inc | 32,187 | $29.5 萬 | 0.00% | +6,676+26.2% | 加碼 |
| Burford Brothers, Inc. | 28,650 | $26.3 萬 | 0.12% | +28,650 | 新進 |
| APCM Wealth Management for Individuals | 28,550 | $26.2 萬 | 0.04% | 00.0% | 不變 |
| Ackerman Capital Advisors, LLC | 27,917 | $25.6 萬 | 0.06% | +17,706+173.4% | 加碼 |
| Insight Wealth Strategies, LLC | 26,410 | $24.4 萬 | 0.03% | +532+2.1% | 加碼 |
| Riverbridge Partners LLC | 26,289 | $24.1 萬 | 0.00% | +1,323+5.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 25,029 | $23.0 萬 | 0.00% | −14,635−36.9% | 減碼 |
| RSM US Wealth Management LLC | 20,957 | $19.2 萬 | 0.00% | +7,131+51.6% | 加碼 |
| Charter Trust Co | 19,795 | $18.2 萬 | 0.01% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 18,850 | $17.9 萬 | 0.03% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 18,500 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 17,295 | $15.9 萬 | 0.00% | +102+0.6% | 加碼 |
| Capital Investment Advisors, LLC | 16,913 | $15.5 萬 | 0.00% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 16,067 | $14.7 萬 | 0.05% | +1,000+6.6% | 加碼 |
| Mercer Global Advisors Inc | 16,013 | $14.7 萬 | 0.00% | +16,013 | 新進 |
| Pinnacle Bancorp, Inc. | 15,000 | $13.8 萬 | 0.04% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 14,401 | $13.2 萬 | 0.00% | +10.0% | 加碼 |
| Summit Trail Advisors, LLC | 13,270 | $12.2 萬 | 0.00% | +553+4.3% | 加碼 |
| Cerity Partners LLC | 12,964 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| Encompass More Asset Management | 12,630 | $11.6 萬 | 0.03% | −307−2.4% | 減碼 |
| Berkeley Capital Partners, LLC | 12,387 | $11.4 萬 | 0.03% | 00.0% | 不變 |
| Moody National Bank Trust Division | 11,372 | $10.4 萬 | 0.01% | −30.0% | 減碼 |
| Collaborative Wealth Managment Inc. | 11,000 | $10.1 萬 | 0.04% | 00.0% | 不變 |
| Northern Trust Corp | 10,241 | $9.40 萬 | 0.00% | +66+0.6% | 加碼 |
| Gill Capital Partners, LLC | 10,189 | $9.35 萬 | 0.03% | 00.0% | 不變 |
| Tradewinds Capital Management, LLC | 9,891 | $9.08 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 8,989 | $8.25 萬 | 0.01% | −3,400−27.4% | 減碼 |
| Harbour Investments, Inc. | 7,746 | $7.11 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 7,661 | $7.03 萬 | 0.00% | +5,490+252.9% | 加碼 |
| Geneos Wealth Management Inc. | 4,214 | $3.87 萬 | 0.00% | +3,919+1,328.5% | 加碼 |
| Ancora Advisors, LLC | 4,025 | $3.69 萬 | 0.00% | −138−3.3% | 減碼 |
| CWM, LLC | 1,842 | $1.70 萬 | 0.00% | +6+0.3% | 加碼 |
| Mascoma Wealth Management LLC | 1,411 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 1,334 | $1.22 萬 | 0.00% | 00.0% | 不變 |
| ORG Wealth Partners, LLC | 1,151 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 1,136 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,088 | $9,984 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 886 | $8,133 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 767 | $7,036 | 0.00% | +767 | 新進 |
| Beacon Capital Management, LLC | 728 | $6,683 | 0.00% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 445 | $4,083 | 0.00% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 357 | $3,277 | 0.00% | +357 | 新進 |
| WPG Advisers, LLC | 276 | $2,534 | 0.00% | +276 | 新進 |
| SOA Wealth Advisors, LLC. | 254 | $2,332 | 0.00% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 172 | $1,579 | 0.00% | +172 | 新進 |