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Invesco Municipal Opportunity Trust

101 hedge funds and large institutions have $182M invested in Invesco Municipal Opportunity Trust in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

0.79% more ownership

Funds ownership: 29.31%30.1% (+0.79%)

1% more capital invested

Capital invested by funds: $181M → $182M (+$1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 105101 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
37
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
26
Stratos Wealth Advisors
Ohio
$861K -$6.05K -654 -0.7%
NA
27
NewEdge Advisors
Louisiana
$847K +$392K +42,328 +93%
SPIA
28
Steward Partners Investment Advisory
New York
$785K -$52.4K -5,663 -7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$743K +$15K +1,623 +2%
Osaic Holdings
30
Osaic Holdings
Arizona
$729K -$867K -93,720 -55%
PA
31
Planning Alternatives
Michigan
$706K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$692K +$248K +26,851 +60%
HIP
33
HUB Investment Partners
Texas
$676K -$57.7K -6,238 -8%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$675K +$254K +27,470 +65%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$608K -$37.8K -4,084 -6%
KIM
36
Karpus Investment Management
New York
$592K -$6.91M -746,559 -92%
WAAG
37
Wealth Alliance Advisory Group
Kansas
$564K +$18.5K +2,000 +4%
PFA
38
Petra Financial Advisors
Colorado
$558K +$1.2K +130 +0.2%
CAM
39
Concorde Asset Management
Michigan
$544K +$521K +56,281 New
Goldman Sachs
40
Goldman Sachs
New York
$495K -$744K -80,453 -61%
MWM
41
Melfa Wealth Management
Massachusetts
$420K +$222 +24 +0.1%
LOPW
42
Live Oak Private Wealth
North Carolina
$416K
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$407K +$7.68K +830 +2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$379K -$18.6K -2,012 -5%
Bank of America
45
Bank of America
North Carolina
$345K -$9.93K -1,073 -3%
AC
46
AlphaCore Capital
California
$320K +$6.09K +658 +2%
N
47
Nuveen
North Carolina
$315K
CIA
48
Concurrent Investment Advisors
Florida
$300K +$55.6K +6,010 +24%
SG
49
StoneX Group
New York
$291K -$28.3K -3,057 -9%
BB
50
Burford Brothers
Texas
$277K

VMO Hedge Fund Activity: Q3 2025 in Review

101 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2025, worth a combined $182M — up 0.55% from $181M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of VMO and 9 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 37 added.

The largest buyer was Gridiron Partners, adding an estimated $13.1M. The largest seller was Karpus Investment Management, cutting an estimated $6.91M.

  • 101 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2025, down from 105 in Q2 2025.
  • Funds reported $182M of Invesco Municipal Opportunity Trust stock for Q3 2025, up 0.55% quarter-over-quarter.
  • 9 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2025 and 13 closed out, a net change of -4 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q3 2025 was Gridiron Partners, an estimated $13.1M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q3 2025 was Karpus Investment Management, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2025.