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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
AWA
51
Alaska Wealth Advisors
Alaska
$276K
IWS
52
Insight Wealth Strategies
California
$261K +$4.99K +539 +2%
Brown Advisory
53
Brown Advisory
Maryland
$259K -$50.2K -5,426 -17%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$258K -$220K -23,795 -47%
CL
55
Choreo LLC
Illinois
$249K +$44.3K +4,787 +23%
FAM
56
Formidable Asset Management
Ohio
$199K +$25.9K +2,800 +15%
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$191K
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$187K +$179K +19,329 New
KA
59
Kercheville Advisors
Texas
$180K +$23.1K +2,500 +16%
SRC
60
Shufro Rose & Co
New York
$176K
KPWS
61
Kestra Private Wealth Services
Texas
$168K +$944 +102 +0.6%
GSIAS
62
Garden State Investment Advisory Services
New Jersey
$167K +$160K +17,250 New
Focus Partners Wealth
63
Focus Partners Wealth
Massachusetts
$158K +$151K +16,363 New
ATPW
64
Ashton Thomas Private Wealth
Arizona
$150K +$143K +15,500 New
PB
65
Pinnacle Bancorp
Nebraska
$145K
CIA
66
Capital Investment Advisors
Georgia
$143K -$19.7K -2,128 -13%
PCM
67
Permanent Capital Management
Illinois
$141K +$135K +14,549 New
CAM
68
Cresset Asset Management
Illinois
$139K
STA
69
Summit Trail Advisors
New York
$136K +$7.34K +793 +6%
Cerity Partners
70
Cerity Partners
New York
$125K
EMAM
71
Encompass More Asset Management
California
$122K
BCP
72
Berkeley Capital Partners
Georgia
$120K
MNBTD
73
Moody National Bank Trust Division
Texas
$110K
CWM
74
Collaborative Wealth Management
Florida
$106K
HI
75
Harbour Investments
Wisconsin
$104K +$27.8K +3,000 +39%

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.