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Invesco Municipal Opportunity Trust

105 hedge funds and large institutions have $181M invested in Invesco Municipal Opportunity Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1.18% less ownership

Funds ownership: 30.49%29.31% (-1.2%)

3% less funds holding

Funds holding: 108105 (-3)

7% less capital invested

Capital invested by funds: $195M → $181M (-$13.7M)

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
41
Reduced
24
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
26
Garner Asset Management Corp
Texas
$1.16M +$108K +11,730 +10%
GP
27
Gridiron Partners
Pennsylvania
$832K
SWA
28
Stratos Wealth Advisors
Ohio
$823K
SPIA
29
Steward Partners Investment Advisory
New York
$797K -$326K -35,403 -29%
WCMNY
30
Westchester Capital Management (New York)
New York
$774K
HIP
31
HUB Investment Partners
Texas
$699K -$112K -12,181 -14%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$691K +$109K +11,867 +19%
PA
33
Planning Alternatives
Michigan
$670K
Jane Street
34
Jane Street
New York
$661K +$513K +55,610 +339%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$637K +$53.9K +5,847 +9%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$615K -$37.6K -4,084 -6%
AIA
37
Absolute Investment Advisers
Florida
$584K
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$544K +$546K +59,283 New
PFA
39
Petra Financial Advisors
Colorado
$528K +$802 +87 +0.2%
WAAG
40
Wealth Alliance Advisory Group
Kansas
$517K +$25.3K +2,750 +5%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$463K +$126K +13,676 +37%
NA
42
NewEdge Advisors
Louisiana
$416K -$111K -12,062 -21%
RIL
43
Rothschild Investment LLC
Illinois
$415K -$36.9K -4,000 -8%
DWM
44
Dakota Wealth Management
Florida
$413K -$7.02K -762 -2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$411K +$2.92K +317 +0.7%
MWM
46
Melfa Wealth Management
Massachusetts
$399K +$221 +24 +0.1%
LOPW
47
Live Oak Private Wealth
North Carolina
$395K +$120K +13,000 +43%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$388K -$9.95K -1,080 -2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$379K +$11K +1,190 +3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$378K -$23.2K -2,512 -6%

VMO Hedge Fund Activity: Q2 2025 in Review

105 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2025, worth a combined $181M — down 7% from $195M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VMO and 11 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 41 added.

The largest buyer was Ameriprise, adding an estimated $3.78M. The largest seller was Sit Investment Associates, cutting an estimated $5.7M.

  • 105 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2025, down from 108 in Q1 2025.
  • Funds reported $181M of Invesco Municipal Opportunity Trust stock for Q2 2025, down 7% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2025 and 12 closed out, a net change of -1 holder.
  • The largest Invesco Municipal Opportunity Trust buyer in Q2 2025 was Ameriprise, an estimated $3.78M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q2 2025 was Sit Investment Associates, an estimated $5.7M sold.

Based on aggregated 13F filings for Q2 2025.