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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
RCM
1
Rivernorth Capital Management
Florida
$26M -$12.8M -1,310,437 -32%
LPL Financial
2
LPL Financial
California
$14.6M +$4.47M +457,764 +43%
Morgan Stanley
3
Morgan Stanley
New York
$14.5M +$570K +58,400 +4%
GC
4
Guggenheim Capital
Illinois
$14.3M -$70.4K -7,213 -0.5%
UBS Group
5
UBS Group
Switzerland
$10.1M -$689K -70,569 -6%
Raymond James Financial
6
Raymond James Financial
Florida
$7.5M +$223K +22,874 +3%
RCM
7
Robinson Capital Management
Michigan
$7.31M -$4.05M -415,285 -35%
AAM
8
Advisors Asset Management
Colorado
$7.04M +$1M +102,670 +16%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$6.4M +$584K +59,797 +10%
SIA
10
Sit Investment Associates
Minnesota
$5.93M
Wells Fargo
11
Wells Fargo
California
$5.75M +$129K +13,164 +2%
KAS
12
Kestra Advisory Services
Texas
$4.98M +$832K +85,183 +19%
VanEck Associates
13
VanEck Associates
New York
$4.22M +$427K +43,789 +11%
Ameriprise
14
Ameriprise
Minnesota
$3.39M -$5.6M -573,220 -62%
GSIAS
15
Garden State Investment Advisory Services
New Jersey
$3.11M +$2.72M +278,425 +573%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3M +$33.7K +3,451 +1%
WAM
17
Wakefield Asset Management
Colorado
$1.97M +$159K +16,240 +8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.61M +$338K +34,600 +26%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$1.59M +$1.63M +167,172 New
Stifel Financial
20
Stifel Financial
Missouri
$1.58M +$74.6K +7,637 +5%
JWA
21
JFS Wealth Advisors
Pennsylvania
$1.39M +$1.79K +183 +0.1%
GAMC
22
Garner Asset Management Corp
Texas
$1.28M +$3.79K +388 +0.3%
NA
23
NewEdge Advisors
Louisiana
$1.21M +$249K +25,456 +25%
MSL
24
Mackay Shields LLC
New York
$1.2M -$772K -79,083 -39%
WAAG
25
Wealth Alliance Advisory Group
Kansas
$1.03M +$379K +38,839 +56%

VMO Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 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.