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Invesco Municipal Opportunity Trust
VMO

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: 2 → 2 (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: 108 → 105 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$3.78M
2
GC
Guggenheim Capital
Illinois
+$2.59M
3
Morgan Stanley
Morgan Stanley
New York
+$1.91M
4
UBS Group
UBS Group
Switzerland
+$1.48M
5
AAM
Advisors Asset Management
Colorado
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.7M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.13M
3
KIM
Karpus Investment Management
New York
-$3.51M
4
LPL Financial
LPL Financial
California
-$3.16M
5
Raymond James Financial
Raymond James Financial
Florida
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
76
Berkeley Capital Partners
Georgia
$114K – – –
MNBTD
77
Moody National Bank Trust Division
Texas
$104K -$28 -3 -0%
CWM
78
Collaborative Wealth Management
Florida
$101K – – –
Northern Trust
79
Northern Trust
Illinois
$94K +$608 +66 +0.6%
GCP
80
Gill Capital Partners
Colorado
$93.5K – – –
TCM
81
Tradewinds Capital Management
Washington
$90.8K – – –
BBPWM
82
Blue Bell Private Wealth Management
Pennsylvania
$82.5K -$31.3K -3,400 -27%
HI
83
Harbour Investments
Wisconsin
$71.1K – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$70.3K +$50.6K +5,490 +253%
GWM
85
Geneos Wealth Management
Colorado
$38.7K +$28K +3,034 +257%
AA
86
Ancora Advisors
Ohio
$36.9K -$1.27K -138 -3%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$17K +$55 +6 +0.3%
MWM
88
Mascoma Wealth Management
New Hampshire
$13K – – –
MCM
89
MAI Capital Management
Ohio
$12.2K – – –
OWP
90
ORG Wealth Partners
Texas
$10.6K – – –
TFGT
91
TS Financial Group (TSFG)
Illinois
$10K – – –
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$9.98K – – –
FFA
93
Farther Finance Advisors
California
$8.13K – – –
GRP
94
Global Retirement Partners
California
$7.04K +$7.07K +767 New
BCMLT
95
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.68K – – –
PWMG
96
Prestige Wealth Management Group
New Jersey
$4.08K – – –
NFSG
97
Newbridge Financial Services Group
Florida
$3.28K +$3.29K +357 New
WA
98
WPG Advisers
Maryland
$2.53K +$2.54K +276 New
SWA
99
SOA Wealth Advisors
New York
$2.33K – – –
FCAS
100
First Command Advisory Services
Texas
$1.58K +$1.58K +172 New
1 2 3
4
5

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.