Vault-13

INVESCO MUN OPPORTUNITY TR VMO

COM · Closed-End Fund · CUSIP 46132C107

107 institutional holders -3 vs Q1 2025
19,811,95119.8m shares reported held*
$181.9mreported value*
10 new 42 added 24 reduced 12 sold out net sold ≈ $6.7m (-724.7k 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 ≈ $9.18.

Trends to Q2 2025

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: 107107Q3 22Q2 23Q1 24Q4 24Q2 25
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

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 43 bought or addedQ3 23: 39 cut or sold outQ4 23: 51 bought or addedQ4 23: 41 cut or sold outQ4 23Q1 24: 51 bought or addedQ1 24: 46 cut or sold outQ2 24: 41 bought or addedQ2 24: 51 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 20234339
Q4 20235141
Q1 20245146
Q2 20244151
Q3 20245037
Q4 20245736
Q1 20255135
Q2 20255236

Biggest buyers

AMERIPRISE FINANCIAL INC Added +409,601+409.6k
GUGGENHEIM CAPITAL LLC Added +281,166+281.2k
MORGAN STANLEY Added +206,985+207.0k
UBS Group AG Added +160,901+160.9k
Advisors Asset Management, Inc. Added +110,436+110.4k
MacKay Shields LLC Added +100,000+100.0k
Balyasny Asset Management L.P. New +59,283+59.3k
WELLS FARGO & COMPANY/MN Added +55,834+55.8k
JANE STREET GROUP, LLC Added +55,610+55.6k
ROYAL BANK OF CANADA Added +45,034+45.0k

Biggest sellers

SIT INVESTMENT ASSOCIATES INC Reduced -617,999-618.0k
Pathstone Holdings, LLC Sold out -532,457-532.5k
Karpus Management, Inc. Reduced -380,624-380.6k
LPL Financial LLC Reduced -343,053-343.1k
RAYMOND JAMES FINANCIAL INC Reduced -126,767-126.8k
OSAIC HOLDINGS, INC. Reduced -89,200-89.2k
Hennion & Walsh Asset Management, Inc. Reduced -72,957-73.0k
Steward Partners Investment Advisory, LLC Reduced -35,403-35.4k
READYSTATE ASSET MANAGEMENT LP Sold out -29,719-29.7k
Marex Group Ltd Sold out -27,400-27.4k

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 in Q2 2025

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 in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RIVERNORTH CAPITAL MANAGEMENT, LLC 2.16% of their portfolio WEST PALM BEACH, FL 4,264,5204.3m $39.1m $39.1m 2.16% Reduced -10.1k -10,085
2 ROBINSON CAPITAL MANAGEMENT, LLC 6.65% of their portfolio GROSSE POINTE FARMS, MI 1,727,1211.7m $15.9m $15.9m 6.65% Unchanged
3 GUGGENHEIM CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 1,456,2381.5m $13.4m $13.4m 0.11% Added +281.2k +281,166
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 1,426,5771.4m $13.1m $13.1m 0.00% Added +160.9k +160,901
5 Hennion & Walsh Asset Management, Inc. 0.37% of their portfolio Parsippany, NJ 1,011,0861.0m $9.3m $9.3m 0.37% Reduced -73.0k -72,957
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 834,383834.4k $7.7m $7.7m 0.00% Reduced -126.8k -126,767
7 Karpus Management, Inc. 0.24% of their portfolio Pittsford, NY 807,808807.8k $7.4m $7.4m 0.24% Reduced -380.6k -380,624
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 758,894758.9k $7.0m $7.0m 0.00% Added +207.0k +206,985
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 747,429747.4k $6.9m $6.9m 0.00% Added +409.6k +409,601
10 SIT INVESTMENT ASSOCIATES INC 0.12% of their portfolio Minneapolis, MN 623,992624.0k $5.7m $5.7m 0.12% Reduced -618.0k -617,999
11 Fiera Capital Corp 0.02% of their portfolio MONTREAL, A8 528,080528.1k $4.8m $4.8m 0.02% Reduced -5.8k -5,807
12 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 415,299415.3k $3.8m $3.8m 0.00% Added +3.6k +3,602
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 344,200344.2k $3.2m $3.2m 0.00% Added +55.8k +55,834
14 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 326,003326.0k $3.0m $3.0m 0.01% Added +17.4k +17,396
15 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 325,818325.8k $3.0m $3.0m 0.05% Added +110.4k +110,436
16 MacKay Shields LLC 0.09% of their portfolio New York, NY 307,705307.7k $2.8m $2.8m 0.09% Added +100.0k +100,000
17 Rareview Capital LLC 1.51% of their portfolio LAS VEGAS, NV 261,114261.1k $2.4m $2.4m 1.51% Reduced -20.1k -20,050
18 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 245,255245.3k $2.3m $2.3m 0.00% Added +8.5k +8,535
19 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 189,846189.8k $1.7m $1.7m 0.00% Reduced -343.1k -343,053
20 Wakefield Asset Management LLLP 0.48% of their portfolio Englewood, CO 185,274185.3k $1.7m $1.7m 0.48% Reduced -2.6k -2,610
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 171,902171.9k $1.6m $1.6m 0.00% Reduced -89.2k -89,200
22 JFS WEALTH ADVISORS, LLC 0.08% of their portfolio HERMITAGE, PA 145,421145.4k $1.3m $1.3m 0.08% Added +182 +182
23 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 131,615131.6k $1.2m $1.2m 0.00% Reduced -3.3k -3,330
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 129,458129.5k $1.2m $1.2m 0.00% Added +176 +176
25 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 128,500128.5k $1.2m $1.2m 0.00% Added +17.1k +17,074
26 Garner Asset Management Corp 0.53% of their portfolio PLANO, TX 125,998126.0k $1.2m $1.2m 0.53% Added +11.7k +11,730
27 Gridiron Partners, LLC 0.52% of their portfolio Wexford, PA 90,63890.6k $832.1k $832.1k 0.52% Unchanged
28 Stratos Wealth Advisors, LLC 0.04% of their portfolio BEACHWOOD, OH 89,69589.7k $823.4k $823.4k 0.04% Unchanged
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 89,43489.4k $822.0k $822.0k 0.00% Added +45.0k +45,034
30 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 86,81786.8k $797.0k $797.0k 0.01% Reduced -35.4k -35,403
31 Westchester Capital Management, LLC 0.05% of their portfolio VALHALLA, NY 84,36384.4k $774.5k $774.5k 0.05% Unchanged
32 HUB Investment Partners, LLC 0.02% of their portfolio AUSTIN, TX 76,18676.2k $699.4k $699.4k 0.02% Reduced -12.2k -12,181
33 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 75,22775.2k $691.0k $691.0k 0.00% Added +11.9k +11,867
34 PLANNING ALTERNATIVES LTD /ADV 0.09% of their portfolio BIRMINGHAM, MI 73,00073.0k $670.1k $670.1k 0.09% Unchanged
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 72,02672.0k $661.2k $661.2k 0.00% Added +55.6k +55,610
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 69,37569.4k $636.9k $636.9k 0.00% Added +5.8k +5,847
37 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 67,00867.0k $615.1k $615.1k 0.00% Reduced -4.1k -4,084
38 ABSOLUTE INVESTMENT ADVISERS, LLC 0.07% of their portfolio ROSEMARY BEACH, FL 63,60063.6k $583.8k $583.8k 0.07% Unchanged
39 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 59,28359.3k $544.2k $544.2k 0.00% New
40 PETRA FINANCIAL ADVISORS INC 0.34% of their portfolio COLORADO SRPINGS, CO 57,52757.5k $528.1k $528.1k 0.34% Added +87 +87
41 Wealth Alliance Advisory Group, LLC 0.10% of their portfolio Wichita, KS 56,29056.3k $516.7k $516.7k 0.10% Added +2.8k +2,750
42 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 50,48350.5k $463.4k $463.4k 0.00% Added +13.7k +13,676
43 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 45,30345.3k $415.9k $415.9k 0.00% Reduced -12.1k -12,062
44 ROTHSCHILD INVESTMENT LLC 0.03% of their portfolio CHICAGO, IL 45,20745.2k $415.0k $415.0k 0.03% Reduced -4.0k -4,000
45 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 45,00045.0k $413.1k $413.1k 0.01% Reduced -762 -762
46 MELFA WEALTH MANAGEMENT, INC. 0.25% of their portfolio WESTBOROUGH, MA 43,45243.5k $398.9k $398.9k 0.25% Added +24 +24
47 Live Oak Private Wealth LLC 0.06% of their portfolio WILMINGTON, NC 43,00043.0k $394.7k $394.7k 0.06% Added +13.0k +13,000
48 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 42,28342.3k $388.2k $388.2k 0.00% Reduced -1.1k -1,080
49 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 41,24541.2k $378.6k $378.6k 0.00% Added +1.2k +1,190
50 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 41,22641.2k $378.0k $378.0k 0.00% Reduced -2.5k -2,512
51 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 36,78436.8k $337.7k $337.7k 0.00% Added +4.9k +4,878
52 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 33,14333.1k $304.3k $304.3k 0.01% Added +3.1k +3,078
53 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 32,55932.6k $298.9k $298.9k 0.00% Unchanged
54 Quarry LP 0.07% of their portfolio NEW YORK, NY 32,50032.5k $298.4k $298.4k 0.07% Unchanged
55 AlphaCore Capital LLC 0.01% of their portfolio LA JOLLA, CA 32,39332.4k $297.4k $297.4k 0.01% Added +652 +652
56 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 32,18732.2k $295.5k $295.5k 0.00% Added +6.7k +6,676
57 Burford Brothers, Inc. 0.12% of their portfolio DALLAS, TX 28,65028.6k $263.0k $263.0k 0.12% New
58 Alaska Wealth Advisors, LLC 0.04% of their portfolio ANCHORAGE, AK 28,55028.6k $262.1k $262.1k 0.04% Unchanged
59 Ackerman Capital Advisors, LLC 0.06% of their portfolio DALLAS, TX 27,91727.9k $256.3k $256.3k 0.06% Added +17.7k +17,706
60 Insight Wealth Strategies, LLC 0.03% of their portfolio SAN RAMON, CA 26,41026.4k $244.3k $244.3k 0.03% Added +532 +532
61 RIVERBRIDGE PARTNERS LLC 0.00% of their portfolio MINNEAPOLIS, MN 26,28926.3k $241.3k $241.3k 0.00% Added +1.3k +1,323
62 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 25,02925.0k $229.8k $229.8k 0.00% Reduced -14.6k -14,635
63 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 20,95721.0k $192.4k $192.4k 0.00% Added +7.1k +7,131
64 BAR HARBOR WEALTH MANAGEMENT 0.01% of their portfolio CONCORD, NH 19,79519.8k $181.7k $181.7k 0.01% Unchanged
65 Formidable Asset Management, LLC 0.03% of their portfolio CINCINNATI, OH 18,85018.9k $178.9k $178.9k 0.03% Unchanged
66 SHUFRO ROSE & CO LLC 0.01% of their portfolio NEW YORK, NY 18,50018.5k $175.6k $175.6k 0.01% Unchanged
67 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 17,29517.3k $158.8k $158.8k 0.00% Added +102 +102
68 Capital Investment Advisors, LLC 0.00% of their portfolio ATLANTA, GA 16,91316.9k $155.3k $155.3k 0.00% Unchanged
69 Kercheville Advisors, LLC 0.05% of their portfolio San Antonio, TX 16,06716.1k $147.5k $147.5k 0.05% Added +1.0k +1,000
70 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 16,01316.0k $147.0k $147.0k 0.00% New
71 Pinnacle Bancorp, Inc. 0.04% of their portfolio BEATRICE, NE 15,00015.0k $137.7k $137.7k 0.04% Unchanged
72 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 14,40114.4k $132.2k $132.2k 0.00% Added +1 +1
73 Summit Trail Advisors, LLC 0.00% of their portfolio NEW YORK, NY 13,27013.3k $121.8k $121.8k 0.00% Added +553 +553
74 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 12,96413.0k $119.0k $119.0k 0.00% Unchanged
75 Encompass More Asset Management 0.03% of their portfolio Danville, CA 12,63012.6k $115.9k $115.9k 0.03% Reduced -307 -307
76 Berkeley Capital Partners, LLC 0.03% of their portfolio Milton, GA 12,38712.4k $113.7k $113.7k 0.03% Unchanged
77 MOODY NATIONAL BANK TRUST DIVISION 0.01% of their portfolio GALVESTON, TX 11,37211.4k $104.4k $104.4k 0.01% Reduced -3 -3
78 Collaborative Wealth Managment Inc. 0.04% of their portfolio LAKE MARY, FL 11,00011.0k $101.0k $101.0k 0.04% Unchanged
79 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 10,24110.2k $94.0k $94.0k 0.00% Added +66 +66
80 GILL CAPITAL PARTNERS, LLC 0.03% of their portfolio DENVER, CO 10,18910.2k $93.5k $93.5k 0.03% Unchanged
81 Tradewinds Capital Management, LLC 0.02% of their portfolio BELLINGHAM, WA 9,8919.9k $90.8k $90.8k 0.02% Unchanged
82 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 8,9899.0k $82.5k $82.5k 0.01% Reduced -3.4k -3,400
83 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7,7467.7k $71.1k $71.1k 0.00% Unchanged
84 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 7,6617.7k $70.3k $70.3k 0.00% Added +5.5k +5,490
85 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 4,2144.2k $38.7k $38.7k 0.00% Added +3.0k +3,034
86 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 4,0254.0k $36.9k $36.9k 0.00% Reduced -138 -138
87 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,8421.8k $17.0k $17.0k 0.00% Added +6 +6
88 Mascoma Wealth Management LLC 0.00% of their portfolio HANOVER, NH 1,4111.4k $13.0k $13.0k 0.00% Unchanged
89 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,3341.3k $12.2k $12.2k 0.00% Unchanged
90 Ascentis Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 1,1511.2k $10.6k $10.6k 0.00% Unchanged
91 TSFG, LLC 0.00% of their portfolio LAKE FOREST, IL 1,1361.1k $10.0k $10.0k 0.00% Unchanged
92 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 1,0881.1k $10.0k $10.0k 0.00% Unchanged
93 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 886886 $8.1k $8.1k 0.00% Unchanged
94 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 767767 $7.0k $7.0k 0.00% First filing
95 Beacon Capital Management, LLC 0.00% of their portfolio FRANKLIN, TN 728728 $6.7k $6.7k 0.00% Unchanged
96 Prestige Wealth Management Group LLC 0.00% of their portfolio FLEMINGTON, NJ 445445 $4.1k $4.1k 0.00% Unchanged
97 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 357357 $3.3k $3.3k 0.00% New
98 WPG Advisers, LLC 0.00% of their portfolio BALTIMORE, MD 276276 $2.5k $2.5k 0.00% New
99 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 254254 $2.3k $2.3k 0.00% Unchanged
100 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 172172 $1.6k $1.6k 0.00% New