Who owns Invesco Municipal Opportunity Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VMO from SEC Form 13F filings across 110 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 110 institutions disclosed 16.8M shares of Invesco Municipal Opportunity Trust worth $165.8M — about 24.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
110
13F holders
$165.8M
value, 2026 filers
24.9%
of shares outstanding (16.8M sh)
15
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.7M | $16.9M | 0.0% | 2.5% | +12.2% |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.7M | $16.8M | 0.8% | 2.5% | -37.7% |
| 3 | LPL Financial LLC | 1.5M | $14.9M | 0.0% | 2.2% | -1.8% |
| 4 | GUGGENHEIM CAPITAL LLC | 1.4M | $13.6M | 0.1% | 2% | -8.1% |
| 5 | Hennion & Walsh Asset Management, Inc. | 1.3M | $12.6M | 0.4% | 1.9% | +89.8% |
| 6 | UBS Group AG | 999,416 | $9.9M | 0.0% | 1.5% | -6.1% |
| 7 | Advisors Asset Management, Inc. | 869,326 | $8.6M | 0.1% | 1.3% | +17.4% |
| 8 | RAYMOND JAMES FINANCIAL INC | 799,317 | $7.9M | 0.0% | 1.2% | +1.3% |
| 9 | SIT INVESTMENT ASSOCIATES INC | 623,992 | $6.2M | 0.1% | 0.9% | 0.0% |
| 10 | WELLS FARGO & COMPANY/MN | 613,958 | $6.1M | 0.0% | 0.9% | +1.6% |
| 11 | Kestra Advisory Services, LLC | 552,198 | $5.5M | 0.0% | 0.8% | +5.4% |
| 12 | VAN ECK ASSOCIATES CORP | 451,018 | $4.5M | 0.0% | 0.7% | +1.6% |
| 13 | Garden State Investment Advisory Services LLC | 345,925 | $3.4M | 0.6% | 0.5% | +5.8% |
| 14 | Cambridge Investment Research Advisors, Inc. | 344,102 | $3.4M | 0.0% | 0.5% | +9.1% |
| 15 | Wakefield Asset Management LLLP | 231,479 | $2.3M | 0.5% | 0.3% | +11.6% |
| 16 | OSAIC HOLDINGS, INC. | 190,532 | $1.9M | 0.0% | 0.3% | +134.9% |
| 17 | ROYAL BANK OF CANADA | 185,817 | $1.8M | 0.0% | 0.3% | +9.6% |
| 18 | STIFEL FINANCIAL CORP | 171,832 | $1.7M | 0.0% | 0.3% | +3.7% |
| 19 | Fiera Capital Corp | 160,932 | $1.6M | 0.0% | 0.2% | -3.7% |
| 20 | JFS WEALTH ADVISORS, LLC | 146,154 | $1.4M | 0.1% | 0.2% | +0.1% |
| 21 | Garner Asset Management Corp | 138,563 | $1.4M | 0.4% | 0.2% | +1.9% |
| 22 | NewEdge Advisors, LLC | 137,771 | $1.4M | 0.0% | 0.2% | +8.6% |
| 23 | PLANNING ALTERNATIVES LTD /ADV | 103,000 | $1.0M | 0.1% | 0.2% | 0.0% |
| 24 | Wealth Alliance Advisory Group, LLC | 95,961 | $947,135 | 0.1% | 0.1% | -11.7% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 89,607 | $884,420 | 0.0% | 0.1% | -2.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.