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
$9.78
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
19,179,637
Total reported value
$183,428,716
% of total 13F portfolios
0%
Share change
-1,123,042
Value change
-$10,814,292
Number of holders
109
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% $39,546,525 4,275,300 RIVERNORTH CAPITAL MANAGEMENT, LLC 31 Dec 2024

As of 31 Dec 2025, 109 institutional investors reported holding 19,179,637 shares of Invesco Municipal Opportunity Trust - Common Shares, no par value (VMO). This represents 28% 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 26% 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 6% 4,042,713 +9.1% 1.8% $38,688,762
GUGGENHEIM CAPITAL LLC 2.2% 1,508,538 -0.02% 0.11% $14,436,709
MORGAN STANLEY 2.2% 1,467,257 +39% 0% $14,041,653
ROBINSON CAPITAL MANAGEMENT, LLC 1.7% 1,174,056 +5.9% 4.7% $11,235,716
UBS Group AG 1.7% 1,134,539 -14% 0% $10,857,537
LPL Financial LLC 1.6% 1,075,653 +12% 0% $10,294,004
AMERIPRISE FINANCIAL INC 1.4% 929,394 -0.98% 0% $8,881,006
RAYMOND JAMES FINANCIAL INC 1.1% 766,020 +0.3% 0% $7,330,812
Advisors Asset Management, Inc. 0.95% 637,733 +43% 0.1% $6,103,105
SIT INVESTMENT ASSOCIATES INC 0.93% 623,992 0% 0.12% $5,972,000
Hennion & Walsh Asset Management, Inc. 0.91% 613,220 -35% 0.2% $5,868,515
WELLS FARGO & COMPANY/MN 0.88% 591,204 +31% 0% $5,657,812
Kestra Advisory Services, LLC 0.65% 438,630 +10% 0.02% $4,197,691
VAN ECK ASSOCIATES CORP 0.59% 400,314 -8.2% 0% $3,831,000
Cambridge Investment Research Advisors, Inc. 0.46% 311,828 +48% 0.01% $2,984,000
Rareview Capital LLC 0.43% 286,911 +4.6% 1.7% $2,633,840
MACKAY SHIELDS LLC 0.3% 205,338 -33% 0.07% $1,965,085
Wakefield Asset Management LLLP 0.28% 191,104 +0.69% 0.5% $1,828,866
STIFEL FINANCIAL CORP 0.23% 158,117 -25% 0% $1,513,180
JFS WEALTH ADVISORS, LLC 0.22% 145,786 +0.12% 0.08% $1,395,175
Garner Asset Management Corp 0.2% 135,533 -4% 0.5% $1,297,051
ROYAL BANK OF CANADA 0.2% 134,954 +89% 0% $1,291,000
Bank of New York Mellon Corp 0.18% 124,443 +8.7% 0% $1,190,917
NewEdge Advisors, LLC 0.15% 101,419 +16% 0% $970,579
COMMONWEALTH EQUITY SERVICES, LLC 0.14% 93,230 +21% 0% $892,210

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 19,179,637 $183,428,716 -$10,814,292 $9.57 109
2025 Q3 20,299,262 $182,469,811 -$8,517,399 $9.67 102
2025 Q2 19,767,381 $181,468,337 -$7,071,577 $9.18 106
2025 Q1 20,532,369 $194,928,320 -$16,614,238 $9.49 108
2024 Q4 22,264,516 $216,304,170 -$4,320,972 $9.72 116
2024 Q3 22,629,293 $232,303,649 -$18,531,457 $10.27 118
2024 Q2 24,612,906 $248,093,198 +$146,271 $10.08 113
2024 Q1 24,596,274 $239,061,389 +$10,688,383 $9.73 115
2023 Q4 23,567,706 $226,478,593 +$22,148,540 $9.61 116
2023 Q3 20,833,024 $171,476,469 +$8,146,650 $8.23 110
2023 Q2 19,901,648 $188,369,739 +$8,323,512 $9.46 109
2023 Q1 19,004,240 $186,358,894 +$5,223,613 $9.81 105
2022 Q4 18,466,932 $183,014,735 +$30,149,807 $9.91 108
2022 Q3 15,413,697 $140,433,097 +$1,419,178 $9.11 101
2022 Q2 15,214,602 $157,199,162 +$24,899,923 $10.33 106
2022 Q1 13,020,725 $149,053,596 -$8,063,710 $11.45 106
2021 Q4 13,596,718 $187,747,063 +$264,904 $13.81 86
2021 Q3 13,574,347 $185,907,125 -$4,115,381 $13.69 90
2021 Q2 13,861,493 $188,506,624 +$4,415,719 $13.60 86
2021 Q1 13,565,230 $178,718,380 -$8,644,670 $13.18 90
2020 Q4 13,714,244 $175,634,600 +$6,002,397 $12.82 88
2020 Q3 13,082,360 $159,966,781 +$5,209,429 $12.22 85
2020 Q2 12,689,923 $150,657,332 +$9,379,921 $11.86 89
2020 Q1 11,122,818 $127,360,143 +$16,606,242 $11.45 88
2019 Q4 9,605,533 $118,896,002 -$6,545,048 $12.36 91
2019 Q3 10,012,042 $125,344,080 -$8,095,983 $12.51 86
2019 Q2 10,663,601 $131,144,595 +$9,729,567 $12.30 86
2019 Q1 9,899,274 $118,117,298 -$4,929,070 $11.93 82
2018 Q4 10,362,722 $115,749,722 +$748,395 $11.18 96
2018 Q3 10,324,529 $118,056,026 +$1,866,082 $11.44 97
2018 Q2 10,145,110 $119,091,909 +$7,320,971 $11.74 103
2018 Q1 9,583,879 $112,337,457 +$24,753,159 $11.72 103
2017 Q4 7,424,565 $92,050,948 +$27,013,368 $12.40 99
2017 Q3 5,077,922 $66,052,866 +$108,623 $13.01 71
2017 Q2 5,006,144 $65,526,000 -$2,024,690 $13.09 63
2017 Q1 5,087,863 $66,018,000 -$9,760,706 $12.98 59
2016 Q4 5,869,771 $74,818,754 +$8,421,089 $12.74 71
2016 Q3 5,183,429 $73,717,795 -$4,209,293 $14.25 71
2016 Q2 5,512,623 $82,142,056 -$8,154,899 $14.90 72
2016 Q1 6,066,746 $84,791,158 -$15,904,858 $13.96 68
2015 Q4 7,271,432 $95,829,000 -$6,750,477 $13.17 74
2015 Q3 7,998,519 $100,620,000 -$2,480,527 $12.58 65
2015 Q2 8,222,289 $100,324,238 -$639,638 $12.20 69
2015 Q1 8,437,762 $109,363,187 -$12,017,909 $12.96 70
2014 Q4 9,114,579 $117,208,924 +$6,034,216 $12.86 75
2014 Q3 8,098,612 $101,491,650 +$2,283,358 $12.53 68
2014 Q2 7,920,212 $99,792,737 +$4,679,016 $12.60 69
2014 Q1 7,553,767 $92,151,238 -$8,867,739 $12.20 67