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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
Bank of America
51
Bank of America
North Carolina
$338K +$45K +4,878 +15%
SG
52
StoneX Group
New York
$304K +$28.4K +3,078 +10%
N
53
Nuveen
North Carolina
$299K
QL
54
Quarry LP
New York
$298K
AC
55
AlphaCore Capital
California
$297K +$6.01K +652 +2%
Brown Advisory
56
Brown Advisory
Maryland
$295K +$61.5K +6,676 +26%
BB
57
Burford Brothers
Texas
$263K +$264K +28,650 New
AWA
58
Alaska Wealth Advisors
Alaska
$262K
ACA
59
Ackerman Capital Advisors
Texas
$256K +$163K +17,706 +173%
IWS
60
Insight Wealth Strategies
California
$244K +$4.9K +532 +2%
RP
61
Riverbridge Partners
Minnesota
$241K +$12.2K +1,323 +5%
CIA
62
Concurrent Investment Advisors
Florida
$230K -$135K -14,635 -37%
CL
63
Choreo LLC
Illinois
$192K +$65.7K +7,131 +52%
BHWM
64
Bar Harbor Wealth Management
New Hampshire
$182K
FAM
65
Formidable Asset Management
Ohio
$179K
SRC
66
Shufro Rose & Co
New York
$176K
KPWS
67
Kestra Private Wealth Services
Texas
$159K +$940 +102 +0.6%
CIA
68
Capital Investment Advisors
Georgia
$155K
KA
69
Kercheville Advisors
Texas
$147K +$9.22K +1,000 +7%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$147K +$148K +16,013 New
PB
71
Pinnacle Bancorp
Nebraska
$138K
CAM
72
Cresset Asset Management
Illinois
$132K +$9 +1 +0%
STA
73
Summit Trail Advisors
New York
$122K +$5.1K +553 +4%
Cerity Partners
74
Cerity Partners
New York
$119K
EMAM
75
Encompass More Asset Management
California
$116K -$2.83K -307 -2%

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.