Invesco Municipal Opportunity Trust (VMO) — Institutional Holders, Q2 2026
111 institutional investment managers reported a VMO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $165.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
VMO in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Hennion & Walsh Asset ManagementAdded · +604,561 sh+$6.0M
- MORGAN STANLEYAdded · +185,915 sh+$1.8M
- Advisors Asset ManagementAdded · +128,923 sh+$1.3M
- OSAICAdded · +109,413 sh+$1.1M
- JANE STREET GROUPAdded · +50,142 sh+$494.9K
Biggest sellers
- RIVERNORTH CAPITAL MANAGEMENTTrimmed · -1,028,952 sh-$10.2M
- ROBINSON CAPITAL MANAGEMENTTrimmed · -682,306 sh-$6.7M
- AMERIPRISE FINANCIALTrimmed · -293,187 sh-$2.9M
- MACKAY SHIELDSSold out · -126,255 sh-$1.2M
- GUGGENHEIM CAPITALTrimmed · -121,208 sh-$1.2M
VMO 13F holders ranked 1–100 of 111
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY#1 · 1,711,573 sh | 1,711,573 | $16.9M | <0.01% | +12.2% |
| 2 | RIVERNORTH CAPITAL MANAGEMENT#2 · 1,703,324 sh | 1,703,324 | $16.8M | 0.80% | -37.7% |
| 3 | LPL Financial#3 · 1,506,124 sh | 1,506,124 | $14.9M | <0.01% | -1.8% |
| 4 | GUGGENHEIM CAPITAL#4 · 1,380,117 sh | 1,380,117 | $13.6M | 0.09% | -8.1% |
| 5 | Hennion & Walsh Asset Management#5 · 1,277,578 sh | 1,277,578 | $12.6M | — | +89.8% |
| 6 | UBS Group AG#6 · 999,416 sh | 999,416 | $9.9M | <0.01% | -6.1% |
| 7 | Advisors Asset Management#7 · 869,326 sh | 869,326 | $8.6M | 0.13% | +17.4% |
| 8 | RAYMOND JAMES FINANCIAL#8 · 799,317 sh | 799,317 | $7.9M | <0.01% | +1.3% |
| 9 | SIT INVESTMENT ASSOCIATES#9 · 623,992 sh | 623,992 | $6.2M | 0.12% | 0.0% |
| 10 | WELLS FARGO & COMPANY#10 · 613,958 sh | 613,958 | $6.1M | <0.01% | +1.6% |
| 11 | Kestra Advisory Services#11 · 552,198 sh | 552,198 | $5.5M | 0.02% | +5.4% |
| 12 | VAN ECK ASSOCIATES#12 · 451,018 sh | 451,018 | $4.5M | <0.01% | +1.6% |
| 13 | Garden State Investment Advisory Services#13 · 345,925 sh | 345,925 | $3.4M | 0.62% | +5.8% |
| 14 | Cambridge Investment Research Advisors#14 · 344,102 sh | 344,102 | $3.4M | <0.01% | +9.1% |
| 15 | Wakefield Asset Management LLLP#15 · 231,479 sh | 231,479 | $2.3M | 0.51% | +11.6% |
| 16 | OSAIC#16 · 190,532 sh | 190,532 | $1.9M | <0.01% | +134.9% |
| 17 | ROYAL BANK OF CANADA#17 · 185,817 sh | 185,817 | $1.8M | <0.01% | +9.6% |
| 18 | STIFEL FINANCIAL#18 · 171,832 sh | 171,832 | $1.7M | <0.01% | +3.7% |
| 19 | Fiera Capital#19 · 160,932 sh | 160,932 | $1.6M | <0.01% | -3.7% |
| 20 | JFS WEALTH ADVISORS#20 · 146,154 sh | 146,154 | $1.4M | 0.07% | +0.1% |
| 21 | Garner Asset Management#21 · 138,563 sh | 138,563 | $1.4M | 0.44% | +1.9% |
| 22 | NewEdge Advisors#22 · 137,771 sh | 137,771 | $1.4M | <0.01% | +8.6% |
| 23 | PLANNING ALTERNATIVES LTD#23 · 103,000 sh | 103,000 | $1.0M | 0.11% | 0.0% |
| 24 | Wealth Alliance Advisory Group#24 · 95,961 sh | 95,961 | $947.1K | — | -11.7% |
| 25 | COMMONWEALTH EQUITY SERVICES#25 · 89,607 sh | 89,607 | $884.4K | <0.01% | -2.5% |
| 26 | Worthington Financial Partners#26 · 86,266 sh | 86,266 | $851.5K | — | -0.1% |
| 27 | ROBINSON CAPITAL MANAGEMENT#27 · 76,465 sh | 76,465 | $754.7K | 0.33% | -89.9% |
| 28 | JANE STREET GROUP#28 · 75,976 sh | 75,976 | $749.9K | <0.01% | +194.1% |
| 29 | Summit Trail Advisors#29 · 69,850 sh | 69,850 | $689.4K | <0.01% | -4.1% |
| 30 | Steward Partners Investment Advisory#30 · 69,010 sh | 69,010 | $681.1K | <0.01% | +1.5% |
| 31 | BANK OF AMERICA#31 · 65,322 sh | 65,322 | $644.7K | 0.00% | +54.5% |
| 32 | PNC FINANCIAL SERVICES GROUP#32 · 62,920 sh | 62,920 | $621.0K | <0.01% | 0.0% |
| 33 | AMERIPRISE FINANCIAL#33 · 62,987 sh | 62,987 | $616.7K | <0.01% | -82.3% |
| 34 | Invesco Ltd.#34 · 60,091 sh | 60,091 | $593.1K | 0.00% | -5.5% |
| 35 | PETRA FINANCIAL ADVISORS#35 · 58,046 sh | 58,046 | $572.9K | 0.27% | +0.2% |
| 36 | Concurrent Investment Advisors#36 · 53,559 sh | 53,559 | $528.6K | — | +40.1% |
| 37 | GOLDMAN SACHS GROUP#37 · 51,706 sh | 51,706 | $510.3K | 0.00% | +1.5% |
| 38 | Burford Brothers#38 · 48,690 sh | 48,690 | $480.6K | — | 0.0% |
| 39 | Stratos Wealth Partners, LTD.#39 · 47,174 sh | 47,174 | $465.6K | <0.01% | +28.5% |
| 40 | Live Oak Private Wealth#40 · 43,000 sh | 43,000 | $424.4K | 0.05% | 0.0% |
| 41 | MELFA WEALTH MANAGEMENT#41 · 42,828 sh | 42,828 | $422.7K | 0.23% | +0.1% |
| 42 | CITADEL ADVISORS#42 · 42,217 sh | 42,217 | $416.7K | 0.00% | New |
| 43 | Janney Montgomery Scott#43 · 40,712 sh | 40,712 | $402.0K | <0.01% | -5.2% |
| 44 | CHOREO#44 · 38,160 sh | 38,160 | $376.6K | <0.01% | +2.1% |
| 45 | XTX Topco Ltd#45 · 37,859 sh | 37,859 | $373.7K | <0.01% | New |
| 46 | AlphaCore Capital#46 · 35,014 sh | 35,014 | $345.6K | <0.01% | +1.9% |
| 47 | Nuveen#47 · 32,559 sh | 32,559 | $321.4K | <0.01% | 0.0% |
| 48 | PURSUIT WEALTH STRATEGIES#48 · 32,081 sh | 32,081 | $316.6K | 0.41% | -22.7% |
| 49 | TCG Advisory Services#49 · 29,859 sh | 29,859 | $294.7K | <0.01% | -5.7% |
| 50 | Insight Wealth Strategies#50 · 28,558 sh | 28,558 | $282.7K | — | +1.9% |
| 51 | Alaska Wealth Advisors#51 · 28,550 sh | 28,550 | $281.8K | 0.03% | 0.0% |
| 52 | HARBOUR INVESTMENTS#52 · 28,352 sh | 28,352 | $279.8K | <0.01% | +1.3% |
| 53 | Ashton Thomas Private Wealth#53 · 27,700 sh | 27,700 | $273.4K | <0.01% | +27.6% |
| 54 | Gridiron Partners#54 · 27,298 sh | 27,298 | $269.4K | — | -65.3% |
| 55 | BROWN ADVISORY#55 · 26,761 sh | 26,761 | $264.1K | <0.01% | 0.0% |
| 56 | Cetera Investment Advisers#56 · 26,436 sh | 26,436 | $260.9K | <0.01% | +55.6% |
| 57 | ROTHSCHILD INVESTMENT#57 · 26,348 sh | 26,348 | $260.1K | <0.01% | +1854.6% |
| 58 | Clark Asset Management#58 · 26,059 sh | 26,059 | $257.2K | — | New |
| 59 | Baird Financial Group#59 · 24,737 sh | 24,737 | $244.2K | <0.01% | New |
| 60 | WEALTH ENHANCEMENT ADVISORY SERVICES#60 · 21,313 sh | 21,313 | $210.4K | — | +0.9% |
| 61 | SHUFRO ROSE#61 · 20,500 sh | 20,500 | $202.3K | 0.01% | -19.6% |
| 62 | GILL CAPITAL PARTNERS#62 · 20,378 sh | 20,378 | $201.1K | — | +100.0% |
| 63 | Rockefeller Capital Management L.P.#63 · 19,870 sh | 19,870 | $196.1K | <0.01% | -33.5% |
| 64 | BAR HARBOR WEALTH MANAGEMENT#64 · 19,795 sh | 19,795 | $195.4K | — | 0.0% |
| 65 | Kercheville Advisors#65 · 18,567 sh | 18,567 | $183.3K | — | 0.0% |
| 66 | KESTRA PRIVATE WEALTH SERVICES#66 · 17,664 sh | 17,664 | $174.3K | <0.01% | +0.4% |
| 67 | Focus Partners Wealth#67 · 16,363 sh | 16,363 | $161.5K | <0.01% | 0.0% |
| 68 | HOLLENCREST SECURITIES#68 · 15,411 sh | 15,411 | $152.1K | <0.01% | 0.0% |
| 69 | Pinnacle Bancorp#69 · 15,000 sh | 15,000 | $148.1K | — | 0.0% |
| 70 | ENVESTNET ASSET MANAGEMENT#70 · 14,925 sh | 14,925 | $147.3K | 0.00% | New |
| 71 | Virtu Financial#71 · 14,845 sh | 14,845 | $147.0K | <0.01% | -7.1% |
| 72 | WILEY BROS.-AINTREE CAPITAL#72 · 14,661 sh | 14,661 | $144.7K | <0.01% | +44.8% |
| 73 | Cresset Asset Management#73 · 14,400 sh | 14,400 | $142.1K | <0.01% | 0.0% |
| 74 | Private Advisor Group#74 · 14,078 sh | 14,078 | $138.9K | <0.01% | New |
| 75 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#75 · 13,671 sh | 13,671 | $134.9K | 0.00% | New |
| 76 | Capital Investment Advisors#76 · 13,500 sh | 13,500 | $133.2K | — | 0.0% |
| 77 | Worth Asset Management#77 · 12,885 sh | 12,885 | $127.2K | — | New |
| 78 | Formidable Asset Management#78 · 13,250 sh | 13,250 | $126.0K | 0.02% | New |
| 79 | River Street Advisors#79 · 12,547 sh | 12,547 | $123.8K | — | 0.0% |
| 80 | Berkeley Capital Partners#80 · 12,387 sh | 12,387 | $122.3K | 0.03% | 0.0% |
| 81 | BENJAMIN EDWARDS#81 · 11,191 sh | 11,191 | $110.5K | <0.01% | 0.0% |
| 82 | Collaborative Wealth Managment#82 · 11,000 sh | 11,000 | $108.6K | 0.05% | 0.0% |
| 83 | US BANCORP \DE\#83 · 10,918 sh | 10,918 | $107.8K | <0.01% | New |
| 84 | Mariner#84 · 10,419 sh | 10,419 | $102.8K | <0.01% | +2.1% |
| 85 | Encompass More Asset Management#85 · 10,410 sh | 10,410 | $102.7K | — | -17.6% |
| 86 | Tradewinds Capital Management#86 · 9,891 sh | 9,891 | $97.6K | — | 0.0% |
| 87 | Global Retirement Partners#87 · 9,433 sh | 9,433 | $93.1K | <0.01% | — |
| 88 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#88 · 7,148 sh | 7,148 | $70.5K | 0.00% | -2.9% |
| 89 | Penserra Capital Management#89 · 4,470 sh | 4,470 | $44.0K | <0.01% | +200.0% |
| 90 | Clear Street Group#90 · 4,325 sh | 4,325 | $42.7K | <0.01% | New |
| 91 | Pinnacle Wealth Planning Services#91 · 3,855 sh | 3,855 | $38.0K | <0.01% | +10.7% |
| 92 | Chung Wu Investment Group#92 · 3,000 sh | 3,000 | $29.6K | 0.02% | New |
| 93 | Ancora Advisors#93 · 2,979 sh | 2,979 | $29.4K | <0.01% | -9.4% |
| 94 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#94 · 2,592 sh | 2,592 | $25.7K | <0.01% | +1.6% |
| 95 | Vision Retirement#95 · 2,567 sh | 2,567 | $25.3K | <0.01% | 0.0% |
| 96 | CoreCap Advisors#96 · 1,700 sh | 1,700 | $16.8K | — | New |
| 97 | HIGHLINE WEALTH PARTNERS#97 · 1,500 sh | 1,500 | $14.8K | — | +200.0% |
| 98 | Mascoma Wealth Management#98 · 1,411 sh | 1,411 | $13.9K | — | 0.0% |
| 99 | ORG Wealth Partners#99 · 1,151 sh | 1,151 | $11.4K | <0.01% | 0.0% |
| 100 | TSFG#100 · 1,136 sh | 1,136 | $11.0K | — | 0.0% |
Funds that sold out of VMO in Q2 2026 (10)
Held VMO at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MACKAY SHIELDS126,255 sh | 126,255 | $1.2M |
| Concorde Asset Management49,948 sh | 49,948 | $475.0K |
| Allspring Global Investments42,230 sh | 42,230 | $401.6K |
| Stratos Wealth Advisors21,302 sh | 21,302 | $202.6K |
| BOOTHBAY FUND MANAGEMENT15,680 sh | 15,680 | $149.1K |
| FIRST ADVISORS10,782 sh | 10,782 | $102.5K |
| MAI Capital Management1,334 sh | 1,334 | $12.7K |
| BlackRock1,047 sh | 1,047 | $10.0K |
| Field & Main Bank492 sh | 492 | $4.7K |
| Tower Research Capital (TRC)69 sh | 69 | $656.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.