Invesco Municipal Opportunity Trust - VMO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 4,042,713 | 38,688 | 1.83% | 2.04% | 1 | +335,856 | 9.06% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,508,538 | 14,436 | 0.1% | 0.11% | 2 | -320 | -0.02% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 1,467,258 | 14,041 | 0.0% | 0.0% | 3 | +414,575 | 39.38% | Q4 2025 | Feb 13, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | Added to | 1,174,056 | 11,235 | 4.59% | 5.68% | 4 | +65,916 | 5.95% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 1,134,539 | 10,857 | 0.0% | 0.0% | 5 | -188,856 | -14.27% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 1,075,653 | 10,294 | 0.0% | 0.0% | 6 | +112,110 | 11.64% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 929,394 | 8,881 | 0.0% | 0.0% | 7 | -9,218 | -0.98% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 766,020 | 7,330 | 0.0% | 0.0% | 8 | +2,310 | 0.3% | Q4 2025 | Feb 18, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 637,733 | 6,103 | 0.1% | 0.07% | 9 | +191,246 | 42.83% | Q4 2025 | Feb 12, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 623,992 | 5,972 | 7.32% | 0.12% | 10 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 613,220 | 5,868 | 0.2% | 0.33% | 11 | -327,433 | -34.81% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 591,204 | 5,657 | 0.0% | 0.0% | 12 | +138,904 | 30.71% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 438,630 | 4,197 | 0.02% | 0.02% | 13 | +41,659 | 10.49% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 400,314 | 3,831 | 0.0% | 0.0% | 14 | -35,868 | -8.22% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 311,828 | 2,984 | 0.01% | 0.01% | 15 | +101,757 | 48.44% | Q4 2025 | Feb 05, 2026 |
| Rareview Capital LLC | History | Added to | 286,911 | 2,633 | 1.71% | 1.54% | 16 | +12,566 | 4.58% | Q4 2025 | Jan 29, 2026 |
| MACKAY SHIELDS LLC | History | Reduced | 205,338 | 1,965 | 0.07% | 0.1% | 17 | -102,367 | -33.27% | Q4 2025 | Jan 29, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 191,104 | 1,828 | 0.5% | 0.5% | 18 | +1,309 | 0.69% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 158,117 | 1,513 | 0.0% | 0.0% | 19 | -51,737 | -24.65% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 145,786 | 1,395 | 0.08% | 0.08% | 20 | +181 | 0.12% | Q4 2025 | Jan 14, 2026 |
| Garner Asset Management Corp | History | Reduced | 135,533 | 1,297 | 0.5% | 0.55% | 21 | -5,579 | -3.95% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 134,967 | 1,291 | 0.0% | — | 22 | +134,967 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 124,443 | 1,190 | 0.0% | 0.0% | 23 | +10,002 | 8.74% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 101,419 | 970 | 0.0% | 0.0% | 24 | +13,788 | 15.73% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 93,230 | 892 | 0.0% | 0.0% | 25 | +16,380 | 21.31% | Q4 2025 | Feb 12, 2026 |
| Gridiron Partners, LLC | History | Reduced | 90,638 | 867 | 0.49% | 0.5% | 26 | -1,412,192 | -93.97% | Q4 2025 | Jan 08, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 89,041 | 852 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Worthington Financial Partners, LLC | History | New | 86,339 | 826 | 0.73% | — | 28 | +86,339 | New | Q4 2025 | Mar 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 82,531 | 789 | 0.0% | 0.0% | 29 | +4,349 | 5.56% | Q4 2025 | Feb 17, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 73,000 | 698 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 69,805 | 668 | 0.11% | 0.1% | 31 | +11,515 | 19.75% | Q4 2025 | Jan 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 69,753 | 667 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 67,285 | 643 | 0.02% | 0.02% | 33 | -2,663 | -3.81% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 66,004 | 631 | 0.0% | 0.0% | 34 | -15,150 | -18.67% | Q4 2025 | Feb 12, 2026 |
| Concorde Asset Management, LLC | History | Added to | 63,692 | 609 | 0.24% | 0.23% | 35 | +7,411 | 13.17% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 63,307 | 605 | 0.0% | 0.0% | 36 | -41,171 | -39.41% | Q4 2025 | Feb 19, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 62,924 | 602 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 53,762 | 514 | 0.0% | 0.0% | 38 | +2,600 | 5.08% | Q4 2025 | Mar 25, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 51,285 | 490 | 0.29% | 0.32% | 39 | -6,372 | -11.05% | Q4 2025 | Jan 21, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 48,600 | 465 | 0.1% | 0.04% | 40 | +31,350 | 181.74% | Q4 2025 | Feb 17, 2026 |
| Live Oak Private Wealth LLC | History | No change | 43,000 | 411 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 42,780 | 409 | 0.24% | 0.25% | 42 | -696 | -1.6% | Q4 2025 | Jan 16, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 38,534 | 369 | 0.0% | 0.0% | 43 | -680 | -1.73% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 37,567 | 362 | 0.0% | 0.0% | 44 | +11,823 | 45.93% | Q4 2025 | Jan 23, 2026 |
| AlphaCore Capital LLC | History | Added to | 33,699 | 322 | 0.01% | 0.01% | 45 | +648 | 1.96% | Q4 2025 | Feb 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,474 | 320 | 0.0% | 0.01% | 46 | +2,435 | 7.84% | Q4 2025 | Jan 29, 2026 |
| Nuveen, LLC | History | No change | 32,559 | 311 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 31,938 | 305 | 0.0% | 0.0% | 48 | -3,773 | -10.57% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 31,179 | 298 | 0.01% | 0.01% | 49 | +1,093 | 3.63% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 28,999 | 277 | 0.0% | — | 50 | +28,999 | New | Q4 2025 | Jan 20, 2026 |
| Burford Brothers, Inc. | History | No change | 28,650 | 274 | 0.11% | 0.12% | 51 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 28,550 | 273 | 0.03% | 0.04% | 52 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 27,479 | 262 | 0.03% | 0.03% | 53 | +530 | 1.97% | Q4 2025 | Jan 02, 2026 |
| BROWN ADVISORY INC | History | No change | 26,761 | 256 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 26,715 | 255 | 0.0% | — | 55 | +26,715 | New | Q4 2025 | Feb 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 25,500 | 244 | 0.02% | 0.01% | 56 | +7,000 | 37.84% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 20,560 | 196 | 0.0% | 0.0% | 57 | -6,128 | -22.96% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 19,795 | 189 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,611 | 187 | 0.0% | 0.0% | 59 | +282 | 1.46% | Q4 2025 | Mar 16, 2026 |
| Kercheville Advisors, LLC | History | No change | 18,567 | 179 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 17,498 | 167 | 0.0% | 0.0% | 61 | +101 | 0.58% | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 17,000 | 162 | 0.0% | 0.0% | 62 | +1,500 | 9.68% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | No change | 16,363 | 156 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 15,625 | 149 | 0.0% | — | 64 | +15,625 | New | Q4 2025 | Feb 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 15,411 | 147 | 0.01% | — | 65 | +15,411 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 15,000 | 143 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Cresset Asset Management, LLC | History | No change | 14,401 | 137 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,798 | 132 | 0.0% | — | 68 | +13,798 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 13,500 | 129 | 0.0% | 0.0% | 69 | -1,285 | -8.69% | Q4 2025 | Jan 13, 2026 |
| River Street Advisors LLC | History | New | 12,547 | 120 | 0.04% | — | 70 | +12,547 | New | Q4 2025 | Jan 26, 2026 |
| Encompass More Asset Management | History | No change | 12,630 | 120 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | New | 12,474 | 119 | 0.0% | — | 72 | +12,474 | New | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 11,000 | 105 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 10,922 | 104 | 0.01% | — | 74 | +10,922 | New | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | New | 10,789 | 103 | 0.0% | — | 75 | +10,789 | New | Q4 2025 | Feb 02, 2026 |
| Glen Eagle Advisors, LLC | History | New | 10,642 | 101 | 0.01% | — | 76 | +10,642 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,458 | 100 | 0.0% | — | 77 | +10,458 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 10,235 | 97 | 0.0% | — | 79 | +10,235 | New | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 10,149 | 97 | 0.0% | — | 80 | +10,149 | New | Q4 2025 | Feb 23, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 10,189 | 97 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | New | 10,025 | 95 | 0.0% | — | 81 | +10,025 | New | Q4 2025 | Jan 26, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 9,891 | 94 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Added to | 8,737 | 83 | 0.0% | 0.0% | 83 | +7,970 | 1039.11% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,641 | 82 | 0.0% | 0.0% | 84 | +374 | 4.52% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,566 | 81 | 0.0% | 0.0% | 85 | -2,180 | -20.29% | Q4 2025 | Feb 09, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 4,715 | 45 | 0.01% | 0.01% | 86 | -2,337 | -33.14% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,629 | 34 | 0.0% | 0.0% | 87 | -306 | -7.78% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 3,484 | 33 | 0.0% | — | 88 | +3,484 | New | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 3,417 | 32 | 0.02% | — | 89 | +3,417 | New | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,537 | 24 | 0.0% | — | 90 | +2,537 | New | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 1,855 | 18 | 0.0% | 0.0% | 91 | +7 | 0.38% | Q4 2025 | Jan 26, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,411 | 13 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,348 | 12 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | No change | 1,334 | 12 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 1,210 | 11 | 0.0% | — | 96 | +1,210 | New | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | No change | 1,136 | 11 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,151 | 11 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,100 | 10 | 0.0% | — | 99 | +1,100 | New | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,088 | 10 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WPG Advisers, LLC | History | Added to | 965 | 9 | 0.01% | 0.0% | 100 | +494 | 104.88% | Q4 2025 | Jan 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 885 | 8 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 886 | 8 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 445 | 4 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 400 | 3 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 254 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 133 | 1 | 0.0% | — | 107 | +60 | 82.19% | Q4 2025 | Jan 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 148 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.02% | — | -523,392 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Karpus Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -61,249 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -42,075 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Formidable Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,650 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Permanent Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -14,549 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,063 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,964 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,387 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.01% | — | -11,372 | -100.0% | Q3 2025 | Oct 06, 2025 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,450 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,291 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -657 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q3 2025 | Nov 13, 2025 |
| ASSETMARK, INC | History | Added to | 103 | 0 | — | — | — | +99 | 2475.0% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | New | 28 | 0 | — | — | — | +28 | New | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 14 | 0 | — | — | — | -9 | -39.13% | Q4 2025 | Feb 17, 2026 |