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Invesco Municipal Opportunity Trust

105 hedge funds and large institutions have $170M invested in Invesco Municipal Opportunity Trust in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 25

2.16% less ownership

Funds ownership: 28.63%26.48% (-2.2%)

5% less funds holding

Funds holding: 111105 (-6)

8% less capital invested

Capital invested by funds: $185M → $170M (-$14.8M)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
105
Holders Change
-6
Holders Change %
-5.41%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
40
Reduced
25
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
76
Benjamin Edwards Inc
Missouri
$106K +$3.92K +402 +4%
CWM
77
Collaborative Wealth Management
Florida
$105K
First Trust Advisors
78
First Trust Advisors
Illinois
$103K +$5.34K +547 +5%
GCP
79
Gill Capital Partners
Colorado
$96.9K
P
80
&Partners
Tennessee
$96.3K -$22.9K -2,346 -19%
Mariner
81
Mariner
Kansas
$96.1K +$99.7K +10,208 New
TCM
82
Tradewinds Capital Management
Washington
$94.1K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$70K -$12.5K -1,280 -15%
PWPS
84
Pinnacle Wealth Planning Services
Ohio
$33.1K -$10 -1 -0%
AA
85
Ancora Advisors
Ohio
$31.3K -$3.33K -341 -9%
VR
86
Vision Retirement
New Jersey
$24.4K
IAIM
87
International Assets Investment Management
Florida
$24.4K +$137 +14 +0.6%
PCM
88
Penserra Capital Management
California
$14K +$14.5K +1,490 New
MWM
89
Mascoma Wealth Management
New Hampshire
$13.4K
RIL
90
Rothschild Investment LLC
Illinois
$12.8K
MCM
91
MAI Capital Management
Ohio
$12.7K
TFGT
92
TS Financial Group (TSFG)
Illinois
$11K
OWP
93
ORG Wealth Partners
Texas
$10.9K
BlackRock
94
BlackRock
New York
$9.96K +$10.2K +1,047 New
WA
95
WPG Advisers
Maryland
$9.16K -$20 -2 -0.2%
FFA
96
Farther Finance Advisors
California
$8.46K
GWM
97
Geneos Wealth Management
Colorado
$8.42K
HWP
98
Highline Wealth Partners
California
$4.75K +$976 +100 +25%
FMB
99
Field & Main Bank
Kentucky
$4.68K +$4.8K +492 New
PWMG
100
Prestige Wealth Management Group
New Jersey
$4.23K

VMO Hedge Fund Activity: Q1 2026 in Review

105 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2026, worth a combined $170M — down 8% from $185M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VMO and 10 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 40 added.

The largest buyer was LPL Financial, adding an estimated $4.47M. The largest seller was Rivernorth Capital Management, cutting an estimated $12.8M.

  • 105 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2026, down from 111 in Q4 2025.
  • Funds reported $170M of Invesco Municipal Opportunity Trust stock for Q1 2026, down 8% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2026 and 12 closed out, a net change of -2 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2026 was LPL Financial, an estimated $4.47M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2026 was Rivernorth Capital Management, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2026.