INVESCO MUN OPPORTUNITY TR VMO
COM · Closed-End Fund · CUSIP 46132C107
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.87.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 107 |
| Q4 2022 | 109 |
| Q1 2023 | 106 |
| Q2 2023 | 110 |
| Q3 2023 | 112 |
| Q4 2023 | 117 |
| Q1 2024 | 116 |
| Q2 2024 | 116 |
| Q3 2024 | 120 |
| Q4 2024 | 118 |
| Q1 2025 | 110 |
| Q2 2025 | 107 |
| Q3 2025 | 102 |
| Q4 2025 | 112 |
| Q1 2026 | 106 |
| Q2 2026 | 111 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 50 | 37 |
| Q4 2024 | 57 | 36 |
| Q1 2025 | 51 | 35 |
| Q2 2025 | 52 | 36 |
| Q3 2025 | 43 | 40 |
| Q4 2025 | 55 | 35 |
| Q1 2026 | 50 | 39 |
| Q2 2026 | 57 | 35 |
Biggest buyers
| Hennion & Walsh Asset Management, Inc. | Added | +604.6k |
| Cambridge Investment Research Advisors, Inc. | Added | +372.9k |
| MORGAN STANLEY | Added | +185.9k |
| Advisors Asset Management, Inc. | Added | +128.9k |
| OSAIC HOLDINGS, INC. | Added | +109.4k |
| JANE STREET GROUP, LLC | Added | +50.1k |
| CITADEL ADVISORS LLC | New | +42.2k |
| XTX Topco Ltd | New | +37.9k |
| Kestra Advisory Services, LLC | Added | +28.4k |
| Clark Asset Management, LLC | New | +26.1k |
Biggest sellers
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Reduced | -1.0m |
| ROBINSON CAPITAL MANAGEMENT, LLC | Reduced | -682.3k |
| AMERIPRISE FINANCIAL INC | Reduced | -293.2k |
| MacKay Shields LLC | Sold out | -126.3k |
| GUGGENHEIM CAPITAL LLC | Reduced | -121.2k |
| UBS Group AG | Reduced | -64.6k |
| Gridiron Partners, LLC | Reduced | -51.3k |
| Concorde Asset Management, LLC | Sold out | -49.9k |
| Allspring Global Investments Holdings, LLC | Sold out | -42.2k |
| LPL Financial LLC | Reduced | -27.3k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| JPMorgan Chase Bank, N.A. 13G · institution filed 2025-09-08 | 100.0% |
Fell to 5% or below in the last year: RIVERNORTH CAPITAL MANAGEMENT, LLC (4.0%, 2026-05-15)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.7m $16.9m | Added +185.9k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.80% of their portfolio | 1.7m $16.8m | Reduced -1.0m |
| LPL Financial LLC 0.00% of their portfolio | 1.5m $14.9m | Reduced -27.3k |
| GUGGENHEIM CAPITAL LLC 0.09% of their portfolio | 1.4m $13.6m | Reduced -121.2k |
| Hennion & Walsh Asset Management, Inc. 0.36% of their portfolio | 1.3m $12.6m | Added +604.6k |
| UBS Group AG 0.00% of their portfolio | 999.4k $9.9m | Reduced -64.6k |
| Advisors Asset Management, Inc. 0.13% of their portfolio | 869.3k $8.6m | Added +128.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 799.3k $7.9m | Added +10.4k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 688.2k $6.8m | Added +372.9k |
| SIT INVESTMENT ASSOCIATES INC 0.12% of their portfolio | 624.0k $6.2m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 614.0k $6.1m | Added +9.6k |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 552.2k $5.5m | Added +28.4k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 451.0k $4.5m | Added +6.9k |
| Garden State Investment Advisory Services LLC 0.67% of their portfolio | 345.9k $3.4m | Added +18.9k |
| Wakefield Asset Management LLLP 0.51% of their portfolio | 231.5k $2.3m | Added +24.1k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 190.5k $1.9m | Added +109.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 185.8k $1.8m | Added +16.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 171.8k $1.7m | Added +6.1k |
| Fiera Capital Corp 0.01% of their portfolio | 160.9k $1.6m | Reduced -6.2k |
| JFS WEALTH ADVISORS, LLC 0.07% of their portfolio | 146.2k $1.4m | Added +185 |
| Garner Asset Management Corp 0.44% of their portfolio | 138.6k $1.4m | Added +2.6k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 137.8k $1.4m | Added +10.9k |
| PLANNING ALTERNATIVES LTD /ADV 0.11% of their portfolio | 103.0k $1.0m | Unchanged |
| Wealth Alliance Advisory Group, LLC 0.14% of their portfolio | 96.0k $947.1k | Reduced -12.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 89.6k $884.4k | Reduced -2.3k |
| Worthington Financial Partners, LLC 0.70% of their portfolio | 86.3k $851.5k | Reduced -52 |
| ROBINSON CAPITAL MANAGEMENT, LLC 0.33% of their portfolio | 76.5k $754.7k | Reduced -682.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 76.0k $749.9k | Added +50.1k |
| Summit Trail Advisors, LLC 0.01% of their portfolio | 69.8k $689.4k | Reduced -3.0k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 69.0k $681.1k | Added +1.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 65.3k $644.7k | Added +23.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 63.0k $616.7k | Reduced -293.2k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 62.9k $621.0k | Reduced -4 |
| Invesco Ltd. 0.00% of their portfolio | 60.1k $593.1k | Reduced -3.5k |
| PETRA FINANCIAL ADVISORS INC 0.27% of their portfolio | 58.0k $572.9k | Added +131 |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 53.6k $528.6k | Added +15.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 51.7k $510.3k | Added +744 |
| Burford Brothers, Inc. 0.18% of their portfolio | 48.7k $480.6k | Unchanged |
| Stratos Wealth Partners, LTD. 0.00% of their portfolio | 47.2k $465.6k | Added +10.5k |
| Live Oak Private Wealth LLC 0.05% of their portfolio | 43.0k $424.4k | Unchanged |
| MELFA WEALTH MANAGEMENT, INC. 0.23% of their portfolio | 42.8k $422.7k | Added +24 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 42.2k $416.7k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 40.7k $402.0k | Reduced -2.2k |
| CHOREO, LLC 0.00% of their portfolio | 38.2k $376.6k | Added +794 |
| XTX Topco Ltd 0.00% of their portfolio | 37.9k $373.7k | New |
| AlphaCore Capital LLC 0.01% of their portfolio | 35.0k $345.6k | Added +662 |
| Nuveen, LLC 0.00% of their portfolio | 32.6k $321.4k | Unchanged |
| PURSUIT WEALTH STRATEGIES, LLC 0.41% of their portfolio | 32.1k $316.6k | Reduced -9.4k |
| HUB Investment Partners, LLC 0.01% of their portfolio | 29.9k $294.7k | Reduced -1.8k |
| Insight Wealth Strategies, LLC 0.03% of their portfolio | 28.6k $282.7k | Added +542 |
| Alaska Wealth Advisors, LLC 0.03% of their portfolio | 28.6k $281.8k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 28.4k $279.8k | Added +358 |
| Ashton Thomas Private Wealth, LLC 0.01% of their portfolio | 27.7k $273.4k | Added +6.0k |
| Gridiron Partners, LLC 0.14% of their portfolio | 27.3k $269.4k | Reduced -51.3k |
| BROWN ADVISORY INC 0.00% of their portfolio | 26.8k $264.1k | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 26.4k $260.9k | Added +9.4k |
| ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio | 26.3k $260.1k | Added +25.0k |
| Clark Asset Management, LLC 0.02% of their portfolio | 26.1k $257.2k | New |
| Baird Financial Group, Inc. 0.00% of their portfolio | 24.7k $244.2k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 21.3k $210.4k | Added +194 |
| SHUFRO ROSE & CO LLC 0.01% of their portfolio | 20.5k $202.3k | Reduced -5.0k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 19.9k $196.1k | Reduced -10.0k |
| BAR HARBOR WEALTH MANAGEMENT 0.01% of their portfolio | 19.8k $195.4k | Unchanged |
| Kercheville Advisors, LLC 0.06% of their portfolio | 18.6k $183.3k | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 17.7k $174.3k | Added +64 |
| Focus Partners Wealth 0.00% of their portfolio | 16.4k $161.5k | Unchanged |
| HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio | 15.4k $152.1k | Unchanged |
| Pinnacle Bancorp, Inc. 0.04% of their portfolio | 15.0k $148.1k | Unchanged |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 14.9k $147.3k | New |
| Virtu Financial LLC 0.00% of their portfolio | 14.8k $147.0k | Reduced -1.1k |
| &PARTNERS 0.00% of their portfolio | 14.7k $144.7k | Added +4.5k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 14.4k $142.1k | Unchanged |
| Private Advisor Group, LLC 0.00% of their portfolio | 14.1k $138.9k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 13.7k $134.9k | New |
| Capital Investment Advisors, LLC 0.00% of their portfolio | 13.5k $133.2k | Unchanged |
| Formidable Asset Management, LLC 0.02% of their portfolio | 13.2k $126.0k | New |
| Worth Asset Management, LLC 0.04% of their portfolio | 12.9k $127.2k | New |
| River Street Advisors LLC 0.04% of their portfolio | 12.5k $123.8k | Unchanged |
| Berkeley Capital Partners, LLC 0.03% of their portfolio | 12.4k $122.3k | Unchanged |
| BENJAMIN EDWARDS INC 0.00% of their portfolio | 11.2k $110.5k | Unchanged |
| Collaborative Wealth Managment Inc. 0.05% of their portfolio | 11.0k $108.6k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 10.9k $107.8k | Added +10.9k |
| Mariner, LLC 0.00% of their portfolio | 10.4k $102.8k | Added +211 |
| Encompass More Asset Management 0.02% of their portfolio | 10.4k $102.7k | Reduced -2.2k |
| GILL CAPITAL PARTNERS, LLC 0.03% of their portfolio | 10.2k $100.6k | Unchanged |
| Tradewinds Capital Management, LLC 0.02% of their portfolio | 9.9k $97.6k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 9.4k $93.1k | First filing |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7.1k $70.5k | Reduced -213 |
| Penserra Capital Management LLC 0.00% of their portfolio | 4.5k $44.0k | Added +3.0k |
| Clear Street Group Inc. 0.00% of their portfolio | 4.3k $42.7k | New |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 3.9k $38.0k | Added +372 |
| Chung Wu Investment Group, LLC 0.02% of their portfolio | 3.0k $29.6k | New |
| Ancora Advisors LLC 0.00% of their portfolio | 3.0k $29.4k | Reduced -309 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 2.6k $25.7k | Added +41 |
| Vision Retirement, LLC 0.01% of their portfolio | 2.6k $25.3k | Unchanged |
| CoreCap Advisors, LLC 0.00% of their portfolio | 1.7k $16.8k | New |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 1.5k $14.8k | Added +1.0k |
| Mascoma Wealth Management LLC 0.00% of their portfolio | 1.4k $13.9k | Unchanged |
| Ascentis Wealth Management, LLC 0.00% of their portfolio | 1.2k $11.4k | Unchanged |
| TSFG, LLC 0.00% of their portfolio | 1.1k $11.0k | Unchanged |