Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, no par value
Symbol
VMO on NYSE
Shares outstanding
67,433,754
Price per share
$9.57
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
20,299,262
Total reported value
$182,469,811
% of total 13F portfolios
0%
Share change
-905,127
Value change
-$8,517,405
Number of holders
102
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RIVERNORTH CAPITAL MANAGEMENT, LLC 6.3% $39,332,760 4,275,300 RIVERNORTH CAPITAL MANAGEMENT, LLC 31 Dec 2024

As of 30 Sep 2025, 102 institutional investors reported holding 20,299,262 shares of Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO). This represents 30% of the company’s total 67,433,754 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO) together control 27% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RIVERNORTH CAPITAL MANAGEMENT, LLC 5.5% 3,706,857 -13% 2% $35,845,307
GUGGENHEIM CAPITAL LLC 2.2% 1,508,858 +3.6% 0.11% $14,590,657
Gridiron Partners, LLC 2.2% 1,502,830 0% 1.2% $876,469
UBS Group AG 2% 1,323,395 -7.2% 0% $12,797,233
ROBINSON CAPITAL MANAGEMENT, LLC 1.6% 1,108,140 -36% 7.7% $10,715,714
MORGAN STANLEY 1.6% 1,052,682 +39% 0% $10,179,443
LPL Financial LLC 1.4% 963,543 +408% 0% $9,317,463
Hennion & Walsh Asset Management, Inc. 1.4% 940,653 -7% 0.33% $9,096,115
AMERIPRISE FINANCIAL INC 1.4% 938,612 +26% 0% $9,083,917
RAYMOND JAMES FINANCIAL INC 1.1% 763,710 -8.5% 0% $7,385,077
SIT INVESTMENT ASSOCIATES INC 0.93% 623,992 0% 0.12% $6,034,000
Fiera Capital Corp 0.78% 523,392 -0.89% 0.02% $5,061,201
WELLS FARGO & COMPANY/MN 0.67% 452,300 +31% 0% $4,373,740
Advisors Asset Management, Inc. 0.66% 446,487 +37% 0.07% $4,317,529
VAN ECK ASSOCIATES CORP 0.65% 436,182 +5% 0% $4,218,000
Kestra Advisory Services, LLC 0.59% 396,971 +22% 0.02% $3,838,706
MACKAY SHIELDS LLC 0.46% 307,705 0% 0.1% $2,975,508
Rareview Capital LLC 0.41% 274,345 +5.1% 1.5% $2,518,490
Cambridge Investment Research Advisors, Inc. 0.31% 210,071 +62% 0.01% $2,031,000
STIFEL FINANCIAL CORP 0.31% 209,854 -14% 0% $2,029,296
Wakefield Asset Management LLLP 0.28% 189,795 +2.4% 0.5% $1,835,318
JFS WEALTH ADVISORS, LLC 0.22% 145,605 +0.13% 0.08% $1,408,003
Garner Asset Management Corp 0.21% 141,112 +12% 0.55% $1,364,552
Bank of New York Mellon Corp 0.17% 114,441 +65% 0% $1,106,648
Invesco Ltd. 0.15% 104,478 -19% 0% $1,010,302

Institutional Holders of Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,220,072 $11,676,105 -$16,886,147 $9.57 17
2025 Q3 20,299,262 $182,469,811 -$8,517,405 $9.67 102
2025 Q2 19,767,381 $181,468,337 -$7,071,575 $9.18 106
2025 Q1 20,532,369 $194,928,320 -$16,614,243 $9.49 108
2024 Q4 22,258,817 $216,262,706 -$4,464,545 $9.72 115
2024 Q3 22,628,518 $232,295,690 -$18,539,430 $10.27 117
2024 Q2 24,539,657 $247,367,942 -$445,449 $10.08 111
2024 Q1 24,596,276 $239,061,413 +$10,623,682 $9.73 115
2023 Q4 150,758 $1,448,784 $9.61 1
2023 Q3 20,435,054 $168,200,897 +$9,292,495 $8.23 107
2023 Q2 19,901,308 $188,366,523 +$8,323,511 $9.46 108
2023 Q1 19,003,900 $186,355,559 +$5,221,257 $9.81 104
2022 Q4 18,378,713 $182,140,366 +$30,109,759 $9.91 106
2022 Q3 15,300,168 $139,399,000 +$1,131,527 $9.11 99
2022 Q2 15,214,008 $157,193,650 +$24,641,517 $10.33 104
2022 Q1 12,866,890 $147,293,703 -$8,849,501 $11.45 103
2021 Q4 13,596,378 $187,742,368 +$264,890 $13.81 85
2021 Q3 13,574,007 $185,902,470 -$4,115,384 $13.69 89
2021 Q2 13,861,212 $188,503,000 +$4,414,394 $13.60 87
2021 Q1 13,564,890 $178,713,899 -$8,644,670 $13.18 89
2020 Q4 13,713,904 $175,630,241 +$6,002,431 $12.82 87
2020 Q3 13,082,020 $159,962,626 +$5,209,420 $12.22 84
2020 Q2 12,689,583 $150,653,300 +$9,369,333 $11.86 87
2020 Q1 11,122,478 $127,356,250 +$16,606,217 $11.45 87
2019 Q4 9,605,193 $118,891,800 -$6,544,989 $12.36 91
2019 Q3 10,012,042 $125,344,080 -$8,094,993 $12.51 86
2019 Q2 10,663,548 $131,143,595 +$9,728,580 $12.30 85
2019 Q1 9,899,274 $118,117,298 -$4,929,123 $11.93 82
2018 Q4 10,362,722 $115,749,722 +$748,455 $11.18 96
2018 Q3 10,324,529 $118,056,026 +$884,917 $11.44 97
2018 Q2 10,148,610 $119,239,909 +$7,435,284 $11.74 104
2018 Q1 9,501,020 $111,367,457 +$25,164,620 $11.72 102
2017 Q4 7,343,976 $91,051,948 +$27,218,274 $12.40 98
2017 Q3 5,077,922 $66,052,866 +$108,625 $13.01 71
2017 Q2 5,006,144 $65,526,000 -$1,954,485 $13.09 63
2017 Q1 5,087,863 $66,018,000 -$9,760,726 $12.98 59
2016 Q4 5,869,771 $74,818,754 +$8,421,091 $12.74 71
2016 Q3 5,183,429 $73,717,795 -$4,209,290 $14.25 71
2016 Q2 5,512,623 $82,142,056 -$8,427,908 $14.90 72
2016 Q1 6,066,746 $84,791,158 -$15,904,892 $13.96 68
2015 Q4 7,271,432 $95,829,000 -$6,750,544 $13.17 74
2015 Q3 7,998,519 $100,620,000 -$2,481,946 $12.58 65
2015 Q2 8,154,896 $99,502,238 -$944,165 $12.20 68
2015 Q1 8,424,362 $109,189,187 -$12,047,648 $12.96 69
2014 Q4 9,101,179 $117,036,924 +$6,187,073 $12.86 74
2014 Q3 8,098,612 $101,491,650 +$2,283,364 $12.53 68
2014 Q2 7,920,212 $99,792,737 +$4,678,254 $12.60 69
2014 Q1 7,187,607 $87,684,238 -$10,032,749 $12.20 66