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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
RCM
1
Rivernorth Capital Management
Florida
$39.1M -$92.9K -10,085 -0.2%
RCM
2
Robinson Capital Management
Michigan
$15.9M
GC
3
Guggenheim Capital
Illinois
$13.4M +$2.59M +281,166 +24%
UBS Group
4
UBS Group
Switzerland
$13.1M +$1.48M +160,901 +13%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$9.28M -$672K -72,957 -7%
Raymond James Financial
6
Raymond James Financial
Florida
$7.66M -$1.17M -126,767 -13%
KIM
7
Karpus Investment Management
New York
$7.42M -$3.51M -380,624 -32%
Morgan Stanley
8
Morgan Stanley
New York
$6.97M +$1.91M +206,985 +38%
Ameriprise
9
Ameriprise
Minnesota
$6.85M +$3.78M +409,601 +121%
SIA
10
Sit Investment Associates
Minnesota
$5.73M -$5.7M -617,999 -50%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$4.85M -$53.5K -5,807 -1%
VanEck Associates
12
VanEck Associates
New York
$3.81M +$33.2K +3,602 +0.9%
Wells Fargo
13
Wells Fargo
California
$3.16M +$515K +55,834 +19%
KAS
14
Kestra Advisory Services
Texas
$2.99M +$160K +17,396 +6%
AAM
15
Advisors Asset Management
Colorado
$2.99M +$1.02M +110,436 +51%
MSL
16
Mackay Shields LLC
New York
$2.82M +$922K +100,000 +48%
RC
17
Rareview Capital
Nevada
$2.4M -$185K -20,050 -7%
Stifel Financial
18
Stifel Financial
Missouri
$2.25M +$78.7K +8,535 +4%
LPL Financial
19
LPL Financial
California
$1.74M -$3.16M -343,053 -64%
WAM
20
Wakefield Asset Management
Colorado
$1.7M -$24.1K -2,610 -1%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.58M -$822K -89,200 -34%
JWA
22
JFS Wealth Advisors
Pennsylvania
$1.33M +$1.68K +182 +0.1%
Goldman Sachs
23
Goldman Sachs
New York
$1.21M -$30.7K -3,330 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.19M +$1.62K +176 +0.1%
Invesco
25
Invesco
Georgia
$1.18M +$157K +17,074 +15%

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.