VMO · Invesco Municipal Opportunity Trust

$9.74 +0.04 (+0.41%) At close · Aug 19

Market Cap

$658.22M

67.44M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 110

Total Value: $165,754,652

Total Shares: 16,793,790

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 110 13F filers · Δ vs Mar 31, 2026

Top Holder

10.2%

−5.2 pts

Top 5

45.1%

−2.0 pts

Top 10

68.4%

+1.1 pts

HHI

564

Broadly held−58

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +4

Institutional value: -1.8%

Shares held: -5.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Hennion & Walsh Asset Management, Inc.	+604,561	1,277,578
Mega MORGAN STANLEY	+185,915	1,711,573
Mid Advisors Asset Management, Inc.	+128,923	869,326
Large OSAIC HOLDINGS, INC.	+109,413	190,532
Mega JANE STREET GROUP, LLC	+50,142	75,976

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC	−1,028,952	1,703,324
Small ROBINSON CAPITAL MANAGEMENT, LLC	−682,306	76,465
Mega AMERIPRISE FINANCIAL INC	−293,187	62,987
Large GUGGENHEIM CAPITAL LLC	−121,208	1,380,117
Mega UBS Group AG	−64,554	999,416

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega CITADEL ADVISORS LLC	42,217	$416,681
Mid XTX Topco Ltd	37,859	$373,668
Small Clark Asset Management, LLC	26,059	$257,202
Large Baird Financial Group, Inc.	24,737	$244,153
Mega ENVESTNET ASSET MANAGEMENT INC	14,925	$147,309

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small MACKAY SHIELDS LLC	126,255	$1,200,684
Micro Concorde Asset Management, LLC	49,948	$475,005
Large Allspring Global Investments Holdings, LLC	42,230	$401,607
Large CWM, LLC	28,329	$269,408
Small Stratos Wealth Advisors, LLC	21,302	$202,582

Filter: New 16 Increased 42 Reduced 25 Sold out 12 Unchanged 27

Showing 100 of 110

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$16,893,223

10.19%

1,711,573

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	690,572	$6,815,944	40.3%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	1,021,001	$10,077,279	59.7%	Defined

RIVERNORTH CAPITAL MANAGEMENT, LLC

$16,811,807

10.14%

1,703,324

LPL Financial LLC

$14,865,443

8.97%

1,506,124

GUGGENHEIM CAPITAL LLC

$13,621,754

8.22%

1,380,117

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	1,380,117	$13,621,754	100.0%	Defined

Hennion & Walsh Asset Management, Inc.

$12,609,694

7.61%

1,277,578

UBS Group AG

$9,864,235

5.95%

999,416

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	999,416	$9,864,235	100.0%	Defined

Advisors Asset Management, Inc.

$8,580,247

5.18%

869,326

RAYMOND JAMES FINANCIAL INC

$7,889,258

4.76%

799,317

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	375,189	$3,703,115	46.9%	Defined
Raymond James Financial Services Advisors, Inc.	406,475	$4,011,908	50.9%	Defined
RAYMOND JAMES TRUST N.A.	17,653	$174,235	2.2%	Defined

SIT INVESTMENT ASSOCIATES INC

$6,158,801

3.72%

623,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	623,992	$6,158,801	100.0%	Sole

WELLS FARGO & COMPANY/MN

$6,059,765

3.66%

613,958

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	94,569	$933,396	15.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	519,389	$5,126,369	84.6%	Defined

Kestra Advisory Services, LLC

$5,450,194

3.29%

552,198

VAN ECK ASSOCIATES CORP

$4,451,547

2.69%

451,018

Garden State Investment Advisory Services LLC

$3,414,279

2.06%

345,925

Cambridge Investment Research Advisors, Inc.

$3,396,286

2.05%

344,102

Wakefield Asset Management LLLP

$2,284,697

1.38%

231,479

OSAIC HOLDINGS, INC.

$1,880,550

1.13%

190,532

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	188,481	$1,860,307	98.9%	Defined
Osaic Advisory Services, LLC	2,051	$20,243	1.1%	Defined

ROYAL BANK OF CANADA

$1,834,013

1.11%

185,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	185,149	$1,827,420	99.6%	Defined
RBC Rochdale, LLC	668	$6,593	0.4%	Defined

STIFEL FINANCIAL CORP

$1,695,981

1.02%

171,832

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	171,832	$1,695,981	100.0%	Defined

Fiera Capital Corp

$1,588,398

0.96%

160,932

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	160,932	$1,588,398	100.0%	Other

JFS WEALTH ADVISORS, LLC

$1,442,539

0.87%

146,154

Garner Asset Management Corp

$1,367,616

0.83%

138,563

NewEdge Advisors, LLC

$1,359,799

0.82%

137,771

PLANNING ALTERNATIVES LTD /ADV

$1,016,610

0.61%

103,000

Wealth Alliance Advisory Group, LLC

$947,135

0.57%

95,961

COMMONWEALTH EQUITY SERVICES, LLC

$884,421

0.53%

89,607

Worthington Financial Partners, LLC

$851,445

0.51%

86,266

ROBINSON CAPITAL MANAGEMENT, LLC

$754,709

0.46%

76,465

JANE STREET GROUP, LLC

$749,882

0.45%

75,976

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	29,326	$289,447	38.6%	Defined
Jane Street Global Trading, LLC	46,650	$460,435	61.4%	Defined

Summit Trail Advisors, LLC

$689,419

0.42%

69,850

Steward Partners Investment Advisory, LLC

$681,128

0.41%

69,010

BANK OF AMERICA CORP /DE/

$644,728

0.39%

65,322

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	65,322	$644,728	100.0%	Defined

AMERIPRISE FINANCIAL INC

$621,681

0.38%

62,987

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	62,987	$621,681	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$621,020

0.37%

62,920

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	62,920	$621,020	100.0%	Defined

Invesco Ltd.

$593,098

0.36%

60,091

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	60,091	$593,098	100.0%	Defined

PETRA FINANCIAL ADVISORS INC

$572,914

0.35%

58,046

Concurrent Investment Advisors, LLC

$528,627

0.32%

53,559

GOLDMAN SACHS GROUP INC

$510,338

0.31%

51,706

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	51,706	$510,338	100.0%	Defined

Burford Brothers, Inc.

$480,570

0.29%

48,690

Stratos Wealth Partners, LTD.

$465,607

0.28%

47,174

Live Oak Private Wealth LLC

$424,410

0.26%

43,000

MELFA WEALTH MANAGEMENT, INC.

$422,712

0.26%

42,828

CITADEL ADVISORS LLC

$416,681

0.25%

42,217

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	42,217	$416,681	100.0%	Defined

Janney Montgomery Scott LLC

$401,827

0.24%

40,712

CHOREO, LLC

$376,639

0.23%

38,160

XTX Topco Ltd

$373,668

0.23%

37,859

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	37,859	$373,668	100.0%	Defined

AlphaCore Capital LLC

$345,588

0.21%

35,014

Nuveen, LLC

$321,357

0.19%

32,559

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	32,559	$321,357	100.0%	Defined

PURSUIT WEALTH STRATEGIES, LLC

$316,639

0.19%

32,081

HUB Investment Partners, LLC

$294,708

0.18%

29,859

Insight Wealth Strategies, LLC

$281,867

0.17%

28,558

Alaska Wealth Advisors, LLC

$281,788

0.17%

28,550

HARBOUR INVESTMENTS, INC.

$279,834

0.17%

28,352

Ashton Thomas Private Wealth, LLC

$273,399

0.16%

27,700

Gridiron Partners, LLC

$269,431

0.16%

27,298

BROWN ADVISORY INC

$264,131

0.16%

26,761

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brown Advisory LLC	26,761	$264,131	100.0%	Defined

Cetera Investment Advisers

$260,923

0.16%

26,436

ROTHSCHILD INVESTMENT LLC

$260,054

0.16%

26,348

Clark Asset Management, LLC

$257,202

0.16%

26,059

Baird Financial Group, Inc.

$244,153

0.15%

24,737

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	24,293	$239,771	98.2%	Defined
BAIRD TRUST Co	444	$4,382	1.8%	Defined

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$210,359

0.13%

21,313

SHUFRO ROSE & CO LLC

$202,335

0.12%

20,500

Rockefeller Capital Management L.P.

$196,116

0.12%

19,870

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	19,870	$196,116	100.0%	Defined

BAR HARBOR WEALTH MANAGEMENT

$195,376

0.12%

19,795

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BAR HARBOR BANKSHARES	19,795	$195,376	100.0%	Defined

Kercheville Advisors, LLC

$183,256

0.11%

18,567

KESTRA PRIVATE WEALTH SERVICES, LLC

$174,343

0.11%

17,664

Focus Partners Wealth

$161,502

0.10%

16,363

HOLLENCREST CAPITAL MANAGEMENT

$152,106

0.09%

15,411

Pinnacle Bancorp, Inc.

$148,050

0.09%

15,000

ENVESTNET ASSET MANAGEMENT INC

$147,309

0.09%

14,925

Virtu Financial LLC

$146,520

0.09%

14,845

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	14,845	$146,520	100.0%	Defined

&PARTNERS

$144,704

0.09%

14,661

Cresset Asset Management, LLC

$142,128

0.09%

14,400

Private Advisor Group, LLC

$138,949

0.08%

14,078

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$134,932

0.08%

13,671

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	13,671	$134,932	100.0%	Other

Capital Investment Advisors, LLC

$133,245

0.08%

13,500

Formidable Asset Management, LLC

$130,777

0.08%

13,250

Worth Asset Management, LLC

$127,174

0.08%

12,885

River Street Advisors LLC

$123,838

0.07%

12,547

Berkeley Capital Partners, LLC

$122,259

0.07%

12,387

BENJAMIN EDWARDS INC

$110,455

0.07%

11,191

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	11,191	$110,455	100.0%	Defined

Collaborative Wealth Managment Inc.

$108,570

0.07%

11,000

US BANCORP \DE\

$107,760

0.07%

10,918

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	10,918	$107,760	100.0%	Other

Mariner, LLC

$102,835

0.06%

10,419

Encompass More Asset Management

$102,746

0.06%

10,410

Tradewinds Capital Management, LLC

$97,624

0.06%

9,891

Global Retirement Partners, LLC

$93,103

0.06%

9,433

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$70,550

0.04%

7,148

Penserra Capital Management LLC

$44,118

0.03%

4,470

Clear Street Group Inc.

$42,687

0.03%

4,325

Pinnacle Wealth Planning Services, Inc.

$38,048

0.02%

3,855

Chung Wu Investment Group, LLC

$29,610

0.02%

3,000

Ancora Advisors LLC

$29,402

0.02%

2,979

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	2,979	$29,402	100.0%	Sole

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$25,583

0.02%

2,592

Vision Retirement, LLC

$25,336

0.02%

2,567

CoreCap Advisors, LLC

$16,779

0.01%

1,700

HIGHLINE WEALTH PARTNERS LLC

$14,805

0.01%

1,500

Mascoma Wealth Management LLC

$13,926

0.01%

1,411

Ascentis Wealth Management, LLC

$11,360

0.01%

1,151

TSFG, LLC

$11,212

0.01%

1,136

WPG Advisers, LLC

$10,521

0.01%

1,066

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	145	$1,431	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC	42,230	$401,607	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	1,047	$9,956	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	69	$656	100.0%	Other

Key facts CIK 884152 CUSIP 46132C107 13F (30d) 97 filings 97 filers Visit website Investor relations