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Invesco Municipal Opportunity Trust

111 hedge funds and large institutions have $185M invested in Invesco Municipal Opportunity Trust in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

10% more funds holding

Funds holding: 101111 (+10)

1% more capital invested

Capital invested by funds: $182M → $185M (+$2.22M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.46% less ownership

Funds ownership: 30.1%28.63% (-1.5%)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
36
Reduced
22
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$38.7M +$3.24M +335,856 +9%
GC
2
Guggenheim Capital
Illinois
$14.4M -$3.08K -320 -0%
Morgan Stanley
3
Morgan Stanley
New York
$14M +$4M +414,575 +39%
RCM
4
Robinson Capital Management
Michigan
$11.2M +$635K +65,916 +6%
UBS Group
5
UBS Group
Switzerland
$10.9M -$1.82M -188,856 -14%
LPL Financial
6
LPL Financial
California
$10.3M +$1.08M +112,110 +12%
Ameriprise
7
Ameriprise
Minnesota
$8.88M -$88.9K -9,218 -1%
Raymond James Financial
8
Raymond James Financial
Florida
$7.33M +$22.3K +2,310 +0.3%
AAM
9
Advisors Asset Management
Colorado
$6.1M +$1.84M +191,246 +43%
SIA
10
Sit Investment Associates
Minnesota
$5.97M
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$5.87M -$3.16M -327,433 -35%
Wells Fargo
12
Wells Fargo
California
$5.66M +$1.34M +138,904 +31%
KAS
13
Kestra Advisory Services
Texas
$4.2M +$402K +41,659 +10%
VanEck Associates
14
VanEck Associates
New York
$3.83M -$346K -35,868 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.98M +$981K +101,757 +48%
RC
16
Rareview Capital
Nevada
$2.63M +$121K +12,566 +5%
MSL
17
Mackay Shields LLC
New York
$1.97M -$987K -102,367 -33%
WAM
18
Wakefield Asset Management
Colorado
$1.83M +$12.6K +1,309 +0.7%
Stifel Financial
19
Stifel Financial
Missouri
$1.51M -$499K -51,737 -25%
JWA
20
JFS Wealth Advisors
Pennsylvania
$1.4M +$1.75K +181 +0.1%
GAMC
21
Garner Asset Management Corp
Texas
$1.3M -$53.8K -5,579 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.29M +$611K +63,399 +89%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.19M +$96.4K +10,002 +9%
NA
24
NewEdge Advisors
Louisiana
$971K +$133K +13,788 +16%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$892K +$158K +16,380 +21%

VMO Hedge Fund Activity: Q4 2025 in Review

111 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2025, worth a combined $185M — up 1.2% from $182M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new VMO positions and 13 closed out — a net gain of 10 holders — while 36 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4M. The largest seller was Gridiron Partners, cutting an estimated $13.6M.

  • 111 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2025, up from 101 in Q3 2025.
  • Funds reported $185M of Invesco Municipal Opportunity Trust stock for Q4 2025, up 1.2% quarter-over-quarter.
  • 23 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2025 and 13 closed out, a net change of +10 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2025 was Morgan Stanley, an estimated $4M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2025 was Gridiron Partners, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2025.