Invesco Municipal OpportVMO

13F holders, Q1 2024 (March 31)
114holders
$9.72avg. 13F price*

At the end of Q1 2024, 114 institutions reported holding Invesco Municipal Opport (VMO) in their 13F filings. The largest holders were Saba Capital Management, L.P. ($60.6M), Sit Investment Associates Inc. ($27.0M) and Karpus Management, Inc. ($20.5M).

Company
Invesco Municipal Opport
CUSIP
46132C107
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 114Q1 2024Q2 2024: 114Q2 2024Q3 2024: 118Q3 2024Q4 2024: 116Q4 2024Q1 2025: 108Q1 2025Q2 2025: 105Q2 2025Q3 2025: 101Q3 2025Q4 2025: 111Q4 2025Q1 2026: 105Q1 2026Q2 2026: 109Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions16$2.1M
Exits15$56.3M

Ownership 114 holders

Saba Capital Management, L.P. 1.34% Add +726.5% 6,225,848 $60.6M
Sit Investment Associates Inc. 0.62% Add +134.5% 2,775,643 $27.0M
Karpus Management, Inc. 0.59% Add +1.2% 2,103,335 $20.5M
Rivernorth Capital Management, LLC 0.89% Reduce -6.6% 1,897,279 $18.5M
Hennion & Walsh Asset Management, Inc. 0.66% Add +16.4% 1,263,852 $12.3M
UBS Group AG 0.00% Reduce -3.3% 1,031,427 $10.0M
Guggenheim Capital LLC 0.06% Add +0.5% 925,980 $9.0M
Fiera Capital Corp 0.02% Reduce -23.1% 820,054 $8.0M
Robinson Capital Management, LLC 2.58% Add +4.1% 768,126 $7.2M
Logan Stone Capital, LLC 1.14% Reduce -30.6% 547,473 $5.3M
Van Eck Associates Corp. 0.01% Add +4.1% 529,667 $5.2M
AQR Arbitrage LLC 0.25% Reduce -5.6% 484,611 $4.7M
LPL Financial LLC 0.00% Add +7.7% 342,499 $3.3M
Raymond James & Associates 0.00% Add +3.9% 341,791 $3.3M
Morgan Stanley 0.00% Add +2.2% 314,897 $3.1M
Osaic Holdings, Inc. 0.01% Reduce -1.5% 276,326 $2.7M
Westchester Capital Management, LLC 0.10% No change 226,076 $2.2M
Cetera Investment Advisers 0.01% Add +1735.6% 221,889 $2.2M
Wells Fargo & Company 0.00% Reduce -7.1% 214,586 $2.1M
Wakefield Asset Management LLLP 0.63% Add +3.3% 186,180 $1.8M
Raymond James Financial Services Advisors, Inc. 0.00% Add +0.0% 171,395 $1.7M
Landscape Capital Management, L.L.C. 0.14% Add +1.5% 170,255 $1.7M
Rareview Capital LLC 1.38% Reduce -4.5% 143,894 $1.4M
Dakota Wealth Management 0.03% Reduce -2.8% 126,491 $1.2M
BlackRock Inc. 0.00% No change 123,082 $1.2M
NINE MASTS CAPITAL Ltd 0.79% New 116,303 $1.1M
Garner Asset Management Corp 0.42% Add +4.2% 113,530 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.9% 113,125 $1.1M
Fort Point Capital Partners LLC 0.14% Add +153.6% 105,061 $1.0M
HUB Investment Partners, LLC 0.06% Reduce -22.3% 104,464 $1.0M
Invesco Ltd. 0.00% Add +82.6% 93,596 $911K
Ameriprise Financial Inc. 0.00% Reduce -28.0% 92,155 $906K
Gridiron Partners, LLC 0.56% No change 90,638 $882K
Steward Partners Investment Advisory, LLC 0.01% Add +7.8% 81,434 $792K
Allspring Global Investments Holdings, LLC 0.00% No change 69,900 $680K
Rothschild Investment LLC 0.04% Add +0.4% 63,297 $616K
Bank of Montreal 0.00% Reduce -24.0% 55,288 $607K
Janney Montgomery Scott LLC 0.00% Add +12.0% 59,652 $580K
Commonwealth Equity Services, LLC 0.00% Add +0.9% 59,537 $579K
Petra Financial Advisors Inc. 0.41% No change 57,440 $559K
Nuveen Asset Management, LLC 0.00% No change 52,386 $510K
Goldman Sachs Group Inc. 0.00% No change 50,962 $496K
PNC Financial Services Group, Inc. 0.00% No change 46,822 $456K
Melfa Wealth Management, Inc. 0.30% Reduce -16.8% 43,348 $422K
HighTower Advisors, LLC 0.00% Reduce -27.7% 41,020 $396K
Bank of New York Mellon Corp 0.00% Reduce -10.9% 39,394 $383K
Royal Bank of Canada 0.00% Reduce -11.1% 37,000 $360K
Stifel Financial Corp. 0.00% Reduce -11.2% 36,163 $352K
Bank of America Corp. 0.00% Reduce -8.3% 33,285 $324K
Rockefeller Capital Management L.P. 0.00% Add +0.6% 29,820 $290K
Kingswood Wealth Advisors, LLC 0.03% Add +36.4% 29,405 $286K
Planning Alternatives Ltd. 0.05% Add +20.8% 29,000 $282K
Alaska Wealth Advisors, LLC 0.04% No change 28,550 $278K
Summit Financial Wealth Advisors, LLC 0.06% Reduce -9.5% 28,455 $277K
Riverbridge Partners LLC 0.00% Add +3.5% 26,767 $260K
Raymond James Trust N.A. 0.01% Reduce -16.1% 26,018 $253K
Simon Quick Advisors, LLC 0.02% Add +11.3% 25,763 $251K
Brown Advisory Inc. 0.00% No change 24,061 $234K
Concurrent Investment Advisors, LLC 0.01% Reduce -11.4% 22,760 $221K
Capital Wealth Alliance, LLC 0.13% Add +0.8% 22,410 $218K
Bar Harbor Wealth Management 0.01% No change 19,795 $193K
Summit Trail Advisors, LLC 0.00% Reduce -12.8% 18,955 $184K
Shufro Rose & Co. LLC 0.01% Add +68.2% 18,500 $180K
Nomura Holdings Inc. 0.00% New 18,440 $179K
Kestra Private Wealth Services, LLC 0.00% Add +2.8% 17,353 $169K
Capital Investment Advisors, LLC 0.00% No change 16,913 $165K
Wellspring Financial Advisors, LLC 0.02% No change 16,000 $156K
B. Riley Wealth Advisors, Inc. 0.00% New 18,538 $153K
Moody National Bank Trust Division 0.01% Reduce -24.9% 15,335 $149K
Pinnacle Bancorp, Inc. 0.04% No change 15,000 $146K
LexAurum Advisors, LLC 0.04% No change 15,000 $146K
Cresset Asset Management, LLC 0.00% No change 14,400 $140K
Advisory Services Network, LLC 0.00% No change 14,000 $136K
Blue Bell Private Wealth Management, LLC 0.03% New 13,559 $132K
Kercheville Advisors, LLC 0.06% No change 13,067 $127K
Berkeley Capital Partners, LLC 0.04% No change 12,387 $121K
WMG Financial Advisors, LLC 0.07% New 12,000 $117K
Great Valley Advisor Group, Inc. 0.00% Add +1.1% 11,979 $117K
Sigma Planning Corp 0.00% New 11,637 $113K
Kestra Advisory Services, LLC 0.00% New 11,115 $108K
Collaborative Wealth Managment Inc. 0.05% No change 11,000 $107K
Modera Wealth Management, LLC 0.00% No change 10,633 $103K
Gill Capital Partners, LLC 0.04% Reduce -4.8% 10,454 $97K
JPMorgan Chase & Co. 0.00% Add +3.0% 9,202 $90K
Harbour Investments, Inc. 0.00% Add +0.1% 8,946 $87K
JFS Wealth Advisors, LLC 0.01% Add +1.5% 8,262 $80K
Compass Wealth Management LLC 0.02% No change 6,831 $66K
Gilliland Jeter Wealth Management LLC 0.02% New 6,580 $64K
Cullen/Frost Bankers, Inc. 0.00% No change 5,167 $50K
Financial Management Professionals, Inc. 0.01% New 4,333 $42K
Ancora Advisors LLC 0.00% No change 4,298 $42K
UMB Bank, n.a. 0.00% Reduce -24.9% 3,545 $34K
FMR LLC 0.00% New 3,093 $30K
CENTRAL TRUST Co 0.00% New 2,938 $29K
Wolverine Asset Management LLC 0.00% Reduce -84.2% 2,000 $19K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -69.2% 1,837 $18K
Mascoma Wealth Management LLC 0.00% No change 1,411 $14K
ORG Partners LLC 0.02% New 1,151 $11K
Tsfg, LLC 0.00% No change 1,136 $11K
Spire Wealth Management 0.00% No change 1,100 $11K

"% of holder's portfolio" is VMO's weight in each manager's 13F, not the share of Invesco Municipal Opport the manager owns.

Show all 114 holders