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Invesco Municipal Opportunity Trust
$9.90 +0.02 (+0.15%) At close · Jul 2
Market Cap
$667.66M
Shares
67,440,684

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.

Holders: 106
Total Value: $169,807,360
Total Shares: 17,855,669
Showing 1–100 of 106 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 106 13F filers · Δ vs Dec 31, 2025
Top Holder
15.3%
Jun 2023 → Mar 2026 · range 15.3% – 27.4%
−5.6 pts
Top 5
46.8%
Jun 2023 → Mar 2026 · range 45.1% – 60.5%
−1.5 pts
Top 10
66.9%
Jun 2023 → Mar 2026 · range 66.9% – 74.6%
−2.3 pts
HHI
615
Jun 2023 → Mar 2026 · range 615 – 1,099
Broadly held−147

Quarterly Activity

vs Dec 31, 2025
New
10
Increased
40
Decreased
26
Sold Out
16
Unchanged
30
Holder count: -6
Institutional value: -8.1%
Shares held: -7.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega LPL Financial LLC +457,764 1,533,417
Small Garden State Investment Advisory Services LLC +278,425 327,025
Mid Advisors Asset Management, Inc. +102,670 740,403
Large Kestra Advisory Services, LLC +85,183 523,813
Mid Hennion & Walsh Asset Management, Inc. +59,797 673,017

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC −1,310,437 2,732,276
Mega AMERIPRISE FINANCIAL INC −573,220 356,174
Small ROBINSON CAPITAL MANAGEMENT, LLC −415,285 758,771
Small MACKAY SHIELDS LLC −79,083 126,255
Mega UBS Group AG −70,569 1,063,970

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large Fiera Capital Corp 167,172 $1,589,805
Mid Summit Trail Advisors, LLC 72,805 $692,375
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 21,119 $200,841
Mid BOOTHBAY FUND MANAGEMENT, LLC 15,680 $149,116
Small Berkeley Capital Partners, LLC 12,387 $117,800

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small Rareview Capital LLC 286,911 $2,745,738
Mega Bank of New York Mellon Corp 124,443 $1,190,918
Small StoneX Group Inc. 31,179 $298,383
Large HRT FINANCIAL LP 15,625 $149,531
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,798 $132,046
Filter: New 10 Increased 40 Reduced 26 Sold out 16 Unchanged 30
Showing 100 of 106
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $25,983,944 15.30% 2,732,276
Mega LPL Financial LLC $14,582,795 8.59% 1,533,417
Mega MORGAN STANLEY $14,509,006 8.54% 1,525,658
Large GUGGENHEIM CAPITAL LLC $14,277,600 8.41% 1,501,325
Mega UBS Group AG $10,118,354 5.96% 1,063,970
Mega RAYMOND JAMES FINANCIAL INC $7,502,381 4.42% 788,894
Small ROBINSON CAPITAL MANAGEMENT, LLC $7,215,912 4.25% 758,771
Mid Advisors Asset Management, Inc. $7,041,232 4.15% 740,403
Mid Hennion & Walsh Asset Management, Inc. $6,400,391 3.77% 673,017
Mid SIT INVESTMENT ASSOCIATES INC $5,934,163 3.49% 623,992
Mega WELLS FARGO & COMPANY/MN $5,747,539 3.38% 604,368
Large Kestra Advisory Services, LLC $4,981,461 2.93% 523,813
Mega VAN ECK ASSOCIATES CORP $4,223,419 2.49% 444,103
Mega AMERIPRISE FINANCIAL INC $3,387,214 1.99% 356,174
Small Garden State Investment Advisory Services LLC $3,110,007 1.83% 327,025
Large Cambridge Investment Research Advisors, Inc. $2,998,303 1.77% 315,279
Small Wakefield Asset Management LLLP $1,971,841 1.16% 207,344
Mega ROYAL BANK OF CANADA Bank $1,612,581 0.95% 169,567
Large Fiera Capital Corp $1,589,805 0.94% 167,172
Large STIFEL FINANCIAL CORP $1,576,320 0.93% 165,754
Small JFS WEALTH ADVISORS, LLC $1,388,165 0.82% 145,969
Small Garner Asset Management Corp $1,292,608 0.76% 135,921
Large NewEdge Advisors, LLC $1,206,581 0.71% 126,875
Small MACKAY SHIELDS LLC $1,200,684 0.71% 126,255
Small Wealth Alliance Advisory Group, LLC $1,033,204 0.61% 108,644
Micro PLANNING ALTERNATIVES LTD /ADV $979,530 0.58% 103,000
Large COMMONWEALTH EQUITY SERVICES, LLC $874,035 0.51% 91,907
Micro Worthington Financial Partners, LLC $820,884 0.48% 86,318
Large OSAIC HOLDINGS, INC. $771,441 0.45% 81,119
Micro Gridiron Partners, LLC $747,533 0.44% 78,605
Mid Summit Trail Advisors, LLC $692,375 0.41% 72,805
Large Steward Partners Investment Advisory, LLC $646,775 0.38% 68,010
Mega Invesco Ltd. $604,512 0.36% 63,566
Mega PNC FINANCIAL SERVICES GROUP, INC. $598,406 0.35% 62,924
Micro PETRA FINANCIAL ADVISORS INC $550,771 0.32% 57,915
Mega GOLDMAN SACHS GROUP INC $484,648 0.29% 50,962
Micro Concorde Asset Management, LLC $475,005 0.28% 49,948
Small Burford Brothers, Inc. $463,041 0.27% 48,690
Small Live Oak Private Wealth LLC $408,930 0.24% 43,000
Large Janney Montgomery Scott LLC $408,235 0.24% 42,927
Small MELFA WEALTH MANAGEMENT, INC. $407,066 0.24% 42,804
Mega BANK OF AMERICA CORP /DE/ Bank $402,025 0.24% 42,274
Large Allspring Global Investments Holdings, LLC $401,607 0.24% 42,230
Micro PURSUIT WEALTH STRATEGIES, LLC $394,579 0.23% 41,491
Mid Concurrent Investment Advisors, LLC $363,671 0.21% 38,241
Mid CHOREO, LLC $355,350 0.21% 37,366
Mid Stratos Wealth Partners, LTD. $349,216 0.21% 36,721
Mid AlphaCore Capital LLC $326,687 0.19% 34,352
Mega Nuveen, LLC $309,636 0.18% 32,559
Mid HUB Investment Partners, LLC $301,257 0.18% 31,678
Large Rockefeller Capital Management L.P. $284,310 0.17% 29,896
Small Alaska Wealth Advisors, LLC $271,510 0.16% 28,550
Large CWM, LLC $269,408 0.16% 28,329
Small Insight Wealth Strategies, LLC $266,432 0.16% 28,016
Mid HARBOUR INVESTMENTS, INC. $266,222 0.16% 27,994
Large BROWN ADVISORY INC $254,497 0.15% 26,761
Mega JANE STREET GROUP, LLC $245,681 0.14% 25,834
Small SHUFRO ROSE & CO LLC $242,505 0.14% 25,500
Mid Ashton Thomas Private Wealth, LLC $206,367 0.12% 21,700
Small Stratos Wealth Advisors, LLC $202,582 0.12% 21,302
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $200,841 0.12% 21,119
Mid BAR HARBOR WEALTH MANAGEMENT $188,250 0.11% 19,795
Small Kercheville Advisors, LLC $176,572 0.10% 18,567
Mid KESTRA PRIVATE WEALTH SERVICES, LLC $167,376 0.10% 17,600
Large Cetera Investment Advisers $161,546 0.10% 16,987
Large Focus Partners Wealth $155,612 0.09% 16,363
Mid Virtu Financial LLC $151,998 0.09% 15,983
Mid BOOTHBAY FUND MANAGEMENT, LLC $149,116 0.09% 15,680
Mid HOLLENCREST CAPITAL MANAGEMENT $146,558 0.09% 15,411
Small Pinnacle Bancorp, Inc. Bank $142,650 0.08% 15,000
Large Cresset Asset Management, LLC $136,944 0.08% 14,400
Mid Capital Investment Advisors, LLC $128,385 0.08% 13,500
Small Encompass More Asset Management $120,111 0.07% 12,630
Small River Street Advisors LLC $119,321 0.07% 12,547
Small Berkeley Capital Partners, LLC $117,800 0.07% 12,387
Mid BENJAMIN EDWARDS INC $106,426 0.06% 11,191
Micro Collaborative Wealth Managment Inc. $104,610 0.06% 11,000
Mega FIRST TRUST ADVISORS LP $102,536 0.06% 10,782
Large Mariner, LLC $97,078 0.06% 10,208
Micro GILL CAPITAL PARTNERS, LLC $96,897 0.06% 10,189
Large &PARTNERS $96,317 0.06% 10,128
Small Tradewinds Capital Management, LLC $94,063 0.06% 9,891
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $70,003 0.04% 7,361
Small Pinnacle Wealth Planning Services, Inc. $33,123 0.02% 3,483
Mid Ancora Advisors LLC $31,268 0.02% 3,288
Small Vision Retirement, LLC Pension $24,412 0.01% 2,567
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $24,260 0.01% 2,551
Mid Penserra Capital Management LLC $14,169 0.01% 1,490
Micro Mascoma Wealth Management LLC $13,418 0.01% 1,411
Mid ROTHSCHILD INVESTMENT LLC $12,819 0.01% 1,348
Mid MAI Capital Management $12,686 0.01% 1,334
Small Ascentis Wealth Management, LLC $10,946 0.01% 1,151
Small TSFG, LLC $10,803 0.01% 1,136
Mega BlackRock, Inc. $9,956 0.01% 1,047
Micro WPG Advisers, LLC $9,158 0.01% 963
Mid Farther Finance Advisors, LLC $8,425 0.00% 886
Mid Geneos Wealth Management Inc. $8,416 0.00% 885
Small HIGHLINE WEALTH PARTNERS LLC $4,755 0.00% 500
Small Field & Main Bank Bank $4,678 0.00% 492
Small Prestige Wealth Management Group LLC $4,231 0.00% 445
Key facts CIK 884152 CUSIP 46132C107 13F (30d) 1 filings 1 filers Visit website Investor relations

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