Vault-13

INVESCO MUN OPPORTUNITY TR VMO

COM · Closed-End Fund · CUSIP 46132C107

111 institutional holders +5 vs Q1 2026
17,148,08017.1m shares reported held*
$169.2mreported value*
15 new 42 added 25 reduced 10 sold out net sold ≈ $6.8m (-688.6k shares)

* 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

050100150Q3 22: 107Q4 22: 109Q1 23: 106Q2 23: 110Q3 23: 112Q4 23: 117Q1 24: 116Q2 24: 116Q3 24: 120Q4 24: 118Q1 25: 110Q2 25: 107Q3 25: 102Q4 25: 112Q1 26: 106Q2 26: 111111Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022107
Q4 2022109
Q1 2023106
Q2 2023110
Q3 2023112
Q4 2023117
Q1 2024116
Q2 2024116
Q3 2024120
Q4 2024118
Q1 2025110
Q2 2025107
Q3 2025102
Q4 2025112
Q1 2026106
Q2 2026111

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 50 bought or addedQ3 24: 37 cut or sold outQ4 24: 57 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 51 bought or addedQ1 25: 35 cut or sold outQ2 25: 52 bought or addedQ2 25: 36 cut or sold outQ2 25Q3 25: 43 bought or addedQ3 25: 40 cut or sold outQ4 25: 55 bought or addedQ4 25: 35 cut or sold outQ4 25Q1 26: 50 bought or addedQ1 26: 39 cut or sold outQ2 26: 57 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245037
Q4 20245736
Q1 20255135
Q2 20255236
Q3 20254340
Q4 20255535
Q1 20265039
Q2 20265735

Biggest buyers

Hennion & Walsh Asset Management, Inc. Added +604,561+604.6k
Cambridge Investment Research Advisors, Inc. Added +372,925+372.9k
MORGAN STANLEY Added +185,915+185.9k
Advisors Asset Management, Inc. Added +128,923+128.9k
OSAIC HOLDINGS, INC. Added +109,413+109.4k
JANE STREET GROUP, LLC Added +50,142+50.1k
CITADEL ADVISORS LLC New +42,217+42.2k
XTX Topco Ltd New +37,859+37.9k
Kestra Advisory Services, LLC Added +28,385+28.4k
Clark Asset Management, LLC New +26,059+26.1k

Biggest sellers

RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -1,028,952-1.0m
ROBINSON CAPITAL MANAGEMENT, LLC Reduced -682,306-682.3k
AMERIPRISE FINANCIAL INC Reduced -293,187-293.2k
MacKay Shields LLC Sold out -126,255-126.3k
GUGGENHEIM CAPITAL LLC Reduced -121,208-121.2k
UBS Group AG Reduced -64,554-64.6k
Gridiron Partners, LLC Reduced -51,307-51.3k
Concorde Asset Management, LLC Sold out -49,948-49.9k
Allspring Global Investments Holdings, LLC Sold out -42,230-42.2k
LPL Financial LLC Reduced -27,293-27.3k

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.

HolderStakeChangeShares Last filed
JPMorgan Chase Bank, N.A. 13G · institution filed 2025-09-08 100.0% 2.5k 2025-09-08

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,711,5731.7m $16.9m $16.9m 0.00% Added +185.9k +185,915
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.80% of their portfolio WEST PALM BEACH, FL 1,703,3241.7m $16.8m $16.8m 0.80% Reduced -1.0m -1,028,952
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,506,1241.5m $14.9m $14.9m 0.00% Reduced -27.3k -27,293
4 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 1,380,1171.4m $13.6m $13.6m 0.09% Reduced -121.2k -121,208
5 Hennion & Walsh Asset Management, Inc. 0.36% of their portfolio Parsippany, NJ 1,277,5781.3m $12.6m $12.6m 0.36% Added +604.6k +604,561
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 999,416999.4k $9.9m $9.9m 0.00% Reduced -64.6k -64,554
7 Advisors Asset Management, Inc. 0.13% of their portfolio Monument, CO 869,326869.3k $8.6m $8.6m 0.13% Added +128.9k +128,923
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 799,317799.3k $7.9m $7.9m 0.00% Added +10.4k +10,423
9 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 688,204688.2k $6.8m $6.8m 0.01% Added +372.9k +372,925
10 SIT INVESTMENT ASSOCIATES INC 0.12% of their portfolio Minneapolis, MN 623,992624.0k $6.2m $6.2m 0.12% Unchanged
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 613,958614.0k $6.1m $6.1m 0.00% Added +9.6k +9,590
12 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 552,198552.2k $5.5m $5.5m 0.02% Added +28.4k +28,385
13 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 451,018451.0k $4.5m $4.5m 0.00% Added +6.9k +6,915
14 Garden State Investment Advisory Services LLC 0.67% of their portfolio Red Bank, NJ 345,925345.9k $3.4m $3.4m 0.67% Added +18.9k +18,900
15 Wakefield Asset Management LLLP 0.51% of their portfolio Englewood, CO 231,479231.5k $2.3m $2.3m 0.51% Added +24.1k +24,135
16 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 190,532190.5k $1.9m $1.9m 0.00% Added +109.4k +109,413
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 185,817185.8k $1.8m $1.8m 0.00% Added +16.2k +16,250
18 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 171,832171.8k $1.7m $1.7m 0.00% Added +6.1k +6,078
19 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 160,932160.9k $1.6m $1.6m 0.01% Reduced -6.2k -6,240
20 JFS WEALTH ADVISORS, LLC 0.07% of their portfolio HERMITAGE, PA 146,154146.2k $1.4m $1.4m 0.07% Added +185 +185
21 Garner Asset Management Corp 0.44% of their portfolio PLANO, TX 138,563138.6k $1.4m $1.4m 0.44% Added +2.6k +2,642
22 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 137,771137.8k $1.4m $1.4m 0.00% Added +10.9k +10,896
23 PLANNING ALTERNATIVES LTD /ADV 0.11% of their portfolio BIRMINGHAM, MI 103,000103.0k $1.0m $1.0m 0.11% Unchanged
24 Wealth Alliance Advisory Group, LLC 0.14% of their portfolio Wichita, KS 95,96196.0k $947.1k $947.1k 0.14% Reduced -12.7k -12,683
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 89,60789.6k $884.4k $884.4k 0.00% Reduced -2.3k -2,300
26 Worthington Financial Partners, LLC 0.70% of their portfolio WORTHINGTON, OH 86,26686.3k $851.5k $851.5k 0.70% Reduced -52 -52
27 ROBINSON CAPITAL MANAGEMENT, LLC 0.33% of their portfolio GROSSE POINTE FARMS, MI 76,46576.5k $754.7k $754.7k 0.33% Reduced -682.3k -682,306
28 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 75,97676.0k $749.9k $749.9k 0.00% Added +50.1k +50,142
29 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 69,85069.8k $689.4k $689.4k 0.01% Reduced -3.0k -2,955
30 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 69,01069.0k $681.1k $681.1k 0.00% Added +1.0k +1,000
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 65,32265.3k $644.7k $644.7k 0.00% Added +23.0k +23,048
32 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 62,98763.0k $616.7k $616.7k 0.00% Reduced -293.2k -293,187
33 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 62,92062.9k $621.0k $621.0k 0.00% Reduced -4 -4
34 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 60,09160.1k $593.1k $593.1k 0.00% Reduced -3.5k -3,475
35 PETRA FINANCIAL ADVISORS INC 0.27% of their portfolio COLORADO SRPINGS, CO 58,04658.0k $572.9k $572.9k 0.27% Added +131 +131
36 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 53,55953.6k $528.6k $528.6k 0.00% Added +15.3k +15,318
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 51,70651.7k $510.3k $510.3k 0.00% Added +744 +744
38 Burford Brothers, Inc. 0.18% of their portfolio DALLAS, TX 48,69048.7k $480.6k $480.6k 0.18% Unchanged
39 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 47,17447.2k $465.6k $465.6k 0.00% Added +10.5k +10,453
40 Live Oak Private Wealth LLC 0.05% of their portfolio WILMINGTON, NC 43,00043.0k $424.4k $424.4k 0.05% Unchanged
41 MELFA WEALTH MANAGEMENT, INC. 0.23% of their portfolio WESTBOROUGH, MA 42,82842.8k $422.7k $422.7k 0.23% Added +24 +24
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 42,21742.2k $416.7k $416.7k 0.00% New
43 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 40,71240.7k $402.0k $402.0k 0.00% Reduced -2.2k -2,215
44 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 38,16038.2k $376.6k $376.6k 0.00% Added +794 +794
45 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 37,85937.9k $373.7k $373.7k 0.00% New
46 AlphaCore Capital LLC 0.01% of their portfolio LA JOLLA, CA 35,01435.0k $345.6k $345.6k 0.01% Added +662 +662
47 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 32,55932.6k $321.4k $321.4k 0.00% Unchanged
48 PURSUIT WEALTH STRATEGIES, LLC 0.41% of their portfolio RALEIGH, NC 32,08132.1k $316.6k $316.6k 0.41% Reduced -9.4k -9,410
49 HUB Investment Partners, LLC 0.01% of their portfolio AUSTIN, TX 29,85929.9k $294.7k $294.7k 0.01% Reduced -1.8k -1,819
50 Insight Wealth Strategies, LLC 0.03% of their portfolio SAN RAMON, CA 28,55828.6k $282.7k $282.7k 0.03% Added +542 +542
51 Alaska Wealth Advisors, LLC 0.03% of their portfolio ANCHORAGE, AK 28,55028.6k $281.8k $281.8k 0.03% Unchanged
52 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 28,35228.4k $279.8k $279.8k 0.00% Added +358 +358
53 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 27,70027.7k $273.4k $273.4k 0.01% Added +6.0k +6,000
54 Gridiron Partners, LLC 0.14% of their portfolio Wexford, PA 27,29827.3k $269.4k $269.4k 0.14% Reduced -51.3k -51,307
55 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 26,76126.8k $264.1k $264.1k 0.00% Unchanged
56 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,43626.4k $260.9k $260.9k 0.00% Added +9.4k +9,449
57 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 26,34826.3k $260.1k $260.1k 0.01% Added +25.0k +25,000
58 Clark Asset Management, LLC 0.02% of their portfolio STRATHAM, NH 26,05926.1k $257.2k $257.2k 0.02% New
59 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 24,73724.7k $244.2k $244.2k 0.00% New
60 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,31321.3k $210.4k $210.4k 0.00% Added +194 +194
61 SHUFRO ROSE & CO LLC 0.01% of their portfolio NEW YORK, NY 20,50020.5k $202.3k $202.3k 0.01% Reduced -5.0k -5,000
62 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,87019.9k $196.1k $196.1k 0.00% Reduced -10.0k -10,026
63 BAR HARBOR WEALTH MANAGEMENT 0.01% of their portfolio CONCORD, NH 19,79519.8k $195.4k $195.4k 0.01% Unchanged
64 Kercheville Advisors, LLC 0.06% of their portfolio San Antonio, TX 18,56718.6k $183.3k $183.3k 0.06% Unchanged
65 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 17,66417.7k $174.3k $174.3k 0.00% Added +64 +64
66 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 16,36316.4k $161.5k $161.5k 0.00% Unchanged
67 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 15,41115.4k $152.1k $152.1k 0.01% Unchanged
68 Pinnacle Bancorp, Inc. 0.04% of their portfolio BEATRICE, NE 15,00015.0k $148.1k $148.1k 0.04% Unchanged
69 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,92514.9k $147.3k $147.3k 0.00% New
70 Virtu Financial LLC 0.00% of their portfolio New York, NY 14,84514.8k $147.0k $147.0k 0.00% Reduced -1.1k -1,138
71 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 14,66114.7k $144.7k $144.7k 0.00% Added +4.5k +4,533
72 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 14,40014.4k $142.1k $142.1k 0.00% Unchanged
73 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 14,07814.1k $138.9k $138.9k 0.00% New
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 13,67113.7k $134.9k $134.9k 0.00% New
75 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 13,50013.5k $133.2k $133.2k 0.00% Unchanged
76 Formidable Asset Management, LLC 0.02% of their portfolio CINCINNATI, OH 13,25013.2k $126.0k $126.0k 0.02% New
77 Worth Asset Management, LLC 0.04% of their portfolio DALLAS, TX 12,88512.9k $127.2k $127.2k 0.04% New
78 River Street Advisors LLC 0.04% of their portfolio AURORA, IL 12,54712.5k $123.8k $123.8k 0.04% Unchanged
79 Berkeley Capital Partners, LLC 0.03% of their portfolio Milton, GA 12,38712.4k $122.3k $122.3k 0.03% Unchanged
80 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 11,19111.2k $110.5k $110.5k 0.00% Unchanged
81 Collaborative Wealth Managment Inc. 0.05% of their portfolio LAKE MARY, FL 11,00011.0k $108.6k $108.6k 0.05% Unchanged
82 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 10,91810.9k $107.8k $107.8k 0.00% Added +10.9k +10,890
83 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,41910.4k $102.8k $102.8k 0.00% Added +211 +211
84 Encompass More Asset Management 0.02% of their portfolio Danville, CA 10,41010.4k $102.7k $102.7k 0.02% Reduced -2.2k -2,220
85 GILL CAPITAL PARTNERS, LLC 0.03% of their portfolio DENVER, CO 10,18910.2k $100.6k $100.6k 0.03% Unchanged
86 Tradewinds Capital Management, LLC 0.02% of their portfolio BELLINGHAM, WA 9,8919.9k $97.6k $97.6k 0.02% Unchanged
87 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 9,4339.4k $93.1k $93.1k 0.00% First filing
88 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,1487.1k $70.5k $70.5k 0.00% Reduced -213 -213
89 Penserra Capital Management LLC 0.00% of their portfolio ORINDA, CA 4,4704.5k $44.0k $44.0k 0.00% Added +3.0k +2,980
90 Clear Street Group Inc. 0.00% of their portfolio NEW YORK, NY 4,3254.3k $42.7k $42.7k 0.00% New
91 Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio MANSFIELD, OH 3,8553.9k $38.0k $38.0k 0.00% Added +372 +372
92 Chung Wu Investment Group, LLC 0.02% of their portfolio SUGAR LAND, TX 3,0003.0k $29.6k $29.6k 0.02% New
93 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 2,9793.0k $29.4k $29.4k 0.00% Reduced -309 -309
94 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio ORLANDO, FL 2,5922.6k $25.7k $25.7k 0.00% Added +41 +41
95 Vision Retirement, LLC 0.01% of their portfolio RIDGEWOOD, NJ 2,5672.6k $25.3k $25.3k 0.01% Unchanged
96 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,7001.7k $16.8k $16.8k 0.00% New
97 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 1,5001.5k $14.8k $14.8k 0.00% Added +1.0k +1,000
98 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 1,4111.4k $13.9k $13.9k 0.00% Unchanged
99 Ascentis Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 1,1511.2k $11.4k $11.4k 0.00% Unchanged
100 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 1,1361.1k $11.0k $11.0k 0.00% Unchanged