We are live on ! Find out more
VMO icon

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
RCM
1
Rivernorth Capital Management
Florida
$35.8M -$5.16M -557,663 -13%
GC
2
Guggenheim Capital
Illinois
$14.6M +$487K +52,620 +4%
UBS Group
3
UBS Group
Switzerland
$12.8M -$955K -103,182 -7%
RCM
4
Robinson Capital Management
Michigan
$10.7M -$5.73M -618,981 -36%
Morgan Stanley
5
Morgan Stanley
New York
$10.2M +$2.72M +293,789 +39%
LPL Financial
6
LPL Financial
California
$9.32M +$7.16M +773,697 +408%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$9.1M -$652K -70,433 -7%
Ameriprise
8
Ameriprise
Minnesota
$9.08M +$1.77M +191,183 +26%
Raymond James Financial
9
Raymond James Financial
Florida
$7.39M -$654K -70,673 -8%
SIA
10
Sit Investment Associates
Minnesota
$6.03M
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$5.06M -$43.4K -4,688 -0.9%
Wells Fargo
12
Wells Fargo
California
$4.37M +$1M +108,100 +31%
AAM
13
Advisors Asset Management
Colorado
$4.32M +$1.12M +120,669 +37%
VanEck Associates
14
VanEck Associates
New York
$4.22M +$193K +20,883 +5%
KAS
15
Kestra Advisory Services
Texas
$3.84M +$657K +70,968 +22%
MSL
16
Mackay Shields LLC
New York
$2.98M
RC
17
Rareview Capital
Nevada
$2.52M +$122K +13,231 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.03M +$746K +80,613 +62%
Stifel Financial
19
Stifel Financial
Missouri
$2.03M -$328K -35,401 -14%
WAM
20
Wakefield Asset Management
Colorado
$1.84M +$41.8K +4,521 +2%
JWA
21
JFS Wealth Advisors
Pennsylvania
$1.41M +$1.7K +184 +0.1%
GAMC
22
Garner Asset Management Corp
Texas
$1.36M +$140K +15,114 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.11M +$417K +45,066 +65%
Invesco
24
Invesco
Georgia
$1.01M -$222K -24,022 -19%
GP
25
Gridiron Partners
Pennsylvania
$876K +$13.1M +1,412,192 +1,558%

VMO Hedge Fund Activity: Q3 2025 in Review

101 of the 7,619 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.