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 ≈ $9.18.
Trends to Q2 2025
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 |
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 2023 | 43 | 39 |
| Q4 2023 | 51 | 41 |
| Q1 2024 | 51 | 46 |
| Q2 2024 | 41 | 51 |
| Q3 2024 | 50 | 37 |
| Q4 2024 | 57 | 36 |
| Q1 2025 | 51 | 35 |
| Q2 2025 | 52 | 36 |
Biggest buyers
| AMERIPRISE FINANCIAL INC | Added | +409.6k |
| GUGGENHEIM CAPITAL LLC | Added | +281.2k |
| MORGAN STANLEY | Added | +207.0k |
| UBS Group AG | Added | +160.9k |
| Advisors Asset Management, Inc. | Added | +110.4k |
| MacKay Shields LLC | Added | +100.0k |
| Balyasny Asset Management L.P. | New | +59.3k |
| WELLS FARGO & COMPANY/MN | Added | +55.8k |
| JANE STREET GROUP, LLC | Added | +55.6k |
| ROYAL BANK OF CANADA | Added | +45.0k |
Biggest sellers
| SIT INVESTMENT ASSOCIATES INC | Reduced | -618.0k |
| Pathstone Holdings, LLC | Sold out | -532.5k |
| Karpus Management, Inc. | Reduced | -380.6k |
| LPL Financial LLC | Reduced | -343.1k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -126.8k |
| OSAIC HOLDINGS, INC. | Reduced | -89.2k |
| Hennion & Walsh Asset Management, Inc. | Reduced | -73.0k |
| Steward Partners Investment Advisory, LLC | Reduced | -35.4k |
| READYSTATE ASSET MANAGEMENT LP | Sold out | -29.7k |
| Marex Group Ltd | Sold out | -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.
| 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 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
| Manager | Shares | Change |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC 2.16% of their portfolio | 4.3m $39.1m | Reduced -10.1k |
| ROBINSON CAPITAL MANAGEMENT, LLC 6.65% of their portfolio | 1.7m $15.9m | Unchanged |
| GUGGENHEIM CAPITAL LLC 0.11% of their portfolio | 1.5m $13.4m | Added +281.2k |
| UBS Group AG 0.00% of their portfolio | 1.4m $13.1m | Added +160.9k |
| Hennion & Walsh Asset Management, Inc. 0.37% of their portfolio | 1.0m $9.3m | Reduced -73.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 834.4k $7.7m | Reduced -126.8k |
| Karpus Management, Inc. 0.24% of their portfolio | 807.8k $7.4m | Reduced -380.6k |
| MORGAN STANLEY 0.00% of their portfolio | 758.9k $7.0m | Added +207.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 747.4k $6.9m | Added +409.6k |
| SIT INVESTMENT ASSOCIATES INC 0.12% of their portfolio | 624.0k $5.7m | Reduced -618.0k |
| Fiera Capital Corp 0.02% of their portfolio | 528.1k $4.8m | Reduced -5.8k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 415.3k $3.8m | Added +3.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 344.2k $3.2m | Added +55.8k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 326.0k $3.0m | Added +17.4k |
| Advisors Asset Management, Inc. 0.05% of their portfolio | 325.8k $3.0m | Added +110.4k |
| MacKay Shields LLC 0.09% of their portfolio | 307.7k $2.8m | Added +100.0k |
| Rareview Capital LLC 1.51% of their portfolio | 261.1k $2.4m | Reduced -20.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 245.3k $2.3m | Added +8.5k |
| LPL Financial LLC 0.00% of their portfolio | 189.8k $1.7m | Reduced -343.1k |
| Wakefield Asset Management LLLP 0.48% of their portfolio | 185.3k $1.7m | Reduced -2.6k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 171.9k $1.6m | Reduced -89.2k |
| JFS WEALTH ADVISORS, LLC 0.08% of their portfolio | 145.4k $1.3m | Added +182 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 131.6k $1.2m | Reduced -3.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 129.5k $1.2m | Added +176 |
| Invesco Ltd. 0.00% of their portfolio | 128.5k $1.2m | Added +17.1k |
| Garner Asset Management Corp 0.53% of their portfolio | 126.0k $1.2m | Added +11.7k |
| Gridiron Partners, LLC 0.52% of their portfolio | 90.6k $832.1k | Unchanged |
| Stratos Wealth Advisors, LLC 0.04% of their portfolio | 89.7k $823.4k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 89.4k $822.0k | Added +45.0k |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 86.8k $797.0k | Reduced -35.4k |
| Westchester Capital Management, LLC 0.05% of their portfolio | 84.4k $774.5k | Unchanged |
| HUB Investment Partners, LLC 0.02% of their portfolio | 76.2k $699.4k | Reduced -12.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 75.2k $691.0k | Added +11.9k |
| PLANNING ALTERNATIVES LTD /ADV 0.09% of their portfolio | 73.0k $670.1k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 72.0k $661.2k | Added +55.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 69.4k $636.9k | Added +5.8k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 67.0k $615.1k | Reduced -4.1k |
| ABSOLUTE INVESTMENT ADVISERS, LLC 0.07% of their portfolio | 63.6k $583.8k | Unchanged |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 59.3k $544.2k | New |
| PETRA FINANCIAL ADVISORS INC 0.34% of their portfolio | 57.5k $528.1k | Added +87 |
| Wealth Alliance Advisory Group, LLC 0.10% of their portfolio | 56.3k $516.7k | Added +2.8k |
| Cetera Investment Advisers 0.00% of their portfolio | 50.5k $463.4k | Added +13.7k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 45.3k $415.9k | Reduced -12.1k |
| ROTHSCHILD INVESTMENT LLC 0.03% of their portfolio | 45.2k $415.0k | Reduced -4.0k |
| Dakota Wealth Management 0.01% of their portfolio | 45.0k $413.1k | Reduced -762 |
| MELFA WEALTH MANAGEMENT, INC. 0.25% of their portfolio | 43.5k $398.9k | Added +24 |
| Live Oak Private Wealth LLC 0.06% of their portfolio | 43.0k $394.7k | Added +13.0k |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 42.3k $388.2k | Reduced -1.1k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 41.2k $378.6k | Added +1.2k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 41.2k $378.0k | Reduced -2.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 36.8k $337.7k | Added +4.9k |
| StoneX Group Inc. 0.01% of their portfolio | 33.1k $304.3k | Added +3.1k |
| Nuveen, LLC 0.00% of their portfolio | 32.6k $298.9k | Unchanged |
| Quarry LP 0.07% of their portfolio | 32.5k $298.4k | Unchanged |
| AlphaCore Capital LLC 0.01% of their portfolio | 32.4k $297.4k | Added +652 |
| BROWN ADVISORY INC 0.00% of their portfolio | 32.2k $295.5k | Added +6.7k |
| Burford Brothers, Inc. 0.12% of their portfolio | 28.6k $263.0k | New |
| Alaska Wealth Advisors, LLC 0.04% of their portfolio | 28.6k $262.1k | Unchanged |
| Ackerman Capital Advisors, LLC 0.06% of their portfolio | 27.9k $256.3k | Added +17.7k |
| Insight Wealth Strategies, LLC 0.03% of their portfolio | 26.4k $244.3k | Added +532 |
| RIVERBRIDGE PARTNERS LLC 0.00% of their portfolio | 26.3k $241.3k | Added +1.3k |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 25.0k $229.8k | Reduced -14.6k |
| CHOREO, LLC 0.00% of their portfolio | 21.0k $192.4k | Added +7.1k |
| BAR HARBOR WEALTH MANAGEMENT 0.01% of their portfolio | 19.8k $181.7k | Unchanged |
| Formidable Asset Management, LLC 0.03% of their portfolio | 18.9k $178.9k | Unchanged |
| SHUFRO ROSE & CO LLC 0.01% of their portfolio | 18.5k $175.6k | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio | 17.3k $158.8k | Added +102 |
| Capital Investment Advisors, LLC 0.00% of their portfolio | 16.9k $155.3k | Unchanged |
| Kercheville Advisors, LLC 0.05% of their portfolio | 16.1k $147.5k | Added +1.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 16.0k $147.0k | New |
| Pinnacle Bancorp, Inc. 0.04% of their portfolio | 15.0k $137.7k | Unchanged |
| Cresset Asset Management, LLC 0.00% of their portfolio | 14.4k $132.2k | Added +1 |
| Summit Trail Advisors, LLC 0.00% of their portfolio | 13.3k $121.8k | Added +553 |
| Cerity Partners LLC 0.00% of their portfolio | 13.0k $119.0k | Unchanged |
| Encompass More Asset Management 0.03% of their portfolio | 12.6k $115.9k | Reduced -307 |
| Berkeley Capital Partners, LLC 0.03% of their portfolio | 12.4k $113.7k | Unchanged |
| MOODY NATIONAL BANK TRUST DIVISION 0.01% of their portfolio | 11.4k $104.4k | Reduced -3 |
| Collaborative Wealth Managment Inc. 0.04% of their portfolio | 11.0k $101.0k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 10.2k $94.0k | Added +66 |
| GILL CAPITAL PARTNERS, LLC 0.03% of their portfolio | 10.2k $93.5k | Unchanged |
| Tradewinds Capital Management, LLC 0.02% of their portfolio | 9.9k $90.8k | Unchanged |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio | 9.0k $82.5k | Reduced -3.4k |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 7.7k $71.1k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 7.7k $70.3k | Added +5.5k |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 4.2k $38.7k | Added +3.0k |
| Ancora Advisors LLC 0.00% of their portfolio | 4.0k $36.9k | Reduced -138 |
| CWM, LLC 0.00% of their portfolio | 1.8k $17.0k | Added +6 |
| Mascoma Wealth Management LLC 0.00% of their portfolio | 1.4k $13.0k | Unchanged |
| MAI Capital Management 0.00% of their portfolio | 1.3k $12.2k | Unchanged |
| Ascentis Wealth Management, LLC 0.00% of their portfolio | 1.2k $10.6k | Unchanged |
| TSFG, LLC 0.00% of their portfolio | 1.1k $10.0k | Unchanged |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 1.1k $10.0k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 886 $8.1k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 767 $7.0k | First filing |
| Beacon Capital Management, LLC 0.00% of their portfolio | 728 $6.7k | Unchanged |
| Prestige Wealth Management Group LLC 0.00% of their portfolio | 445 $4.1k | Unchanged |
| NFSG Corp 0.00% of their portfolio | 357 $3.3k | New |
| WPG Advisers, LLC 0.00% of their portfolio | 276 $2.5k | New |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 254 $2.3k | Unchanged |
| First Command Advisory Services, Inc. 0.00% of their portfolio | 172 $1.6k | New |