Invesco Municipal OpportVMO

13F holders, Q2 2024 (June 30)
114holders
13new positions
14sold out
$10.14avg. 13F price*

At the end of Q2 2024, 114 institutions reported holding Invesco Municipal Opport (VMO) in their 13F filings, unchanged from Q1 2024. 13 opened new positions and 14 sold out. The largest holders were Saba Capital Management, L.P. ($67.6M), Sit Investment Associates Inc. ($31.4M) and Rivernorth Capital Management, LLC ($18.9M).

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 → Q2 2024

InstitutionsTotal Value
New Positions13$11.0M
Exits14$3.0M

All 13F filers, Q1 2024 → Q2 2024: 2,250,185 shares bought and 2,201,203 shares sold, net +48,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 114 holders

Saba Capital Management, L.P. 1.49% Add +7.7% 6,705,199 $67.6M
Sit Investment Associates Inc. 0.72% Add +12.1% 3,110,313 $31.4M
Rivernorth Capital Management, LLC 0.89% Reduce -1.1% 1,875,605 $18.9M
Karpus Management, Inc. 0.48% Reduce -18.9% 1,706,710 $17.2M
Hennion & Walsh Asset Management, Inc. 0.78% Add +19.5% 1,510,686 $15.2M
UBS Group AG 0.00% Reduce -5.0% 979,560 $9.9M
Robinson Capital Management, LLC 2.64% Reduce -5.1% 729,003 $7.3M
Fiera Capital Corp 0.02% Reduce -30.6% 569,318 $5.7M
Guggenheim Capital LLC 0.04% Reduce -41.0% 546,446 $5.5M
Van Eck Associates Corp. 0.01% Reduce -8.0% 487,254 $4.9M
AQR Arbitrage LLC 0.17% Reduce -23.6% 370,138 $3.7M
Raymond James & Associates 0.00% Add +2.2% 349,256 $3.5M
LPL Financial LLC 0.00% Reduce -3.7% 329,816 $3.3M
Morgan Stanley 0.00% Add +3.1% 324,810 $3.3M
Logan Stone Capital, LLC 0.71% Reduce -50.1% 273,195 $2.8M
Whitebox Advisors LLC 0.32% New 237,523 $2.4M
Westchester Capital Management, LLC 0.10% No change 226,076 $2.3M
Wells Fargo & Company 0.00% Add +5.3% 226,070 $2.3M
Pathstone Holdings, LLC 0.01% New 217,824 $2.2M
Cetera Investment Advisers 0.01% Reduce -3.4% 214,351 $2.2M
Angeles Investment Advisors, LLC 0.10% New 46,900 $2.1M
Wakefield Asset Management LLLP 0.65% Reduce -1.1% 184,127 $1.9M
Raymond James Financial Services Advisors, Inc. 0.00% Add +4.2% 178,638 $1.8M
MacKay Shields LLC 0.31% New 174,976 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -39.0% 168,504 $1.7M
Rareview Capital LLC 1.35% Reduce -2.8% 139,897 $1.4M
Garner Asset Management Corp 0.47% Add +10.0% 124,931 $1.3M
BlackRock Inc. 0.00% No change 123,082 $1.2M
Fort Point Capital Partners LLC 0.15% Add +13.0% 118,702 $1.2M
Invesco Ltd. 0.00% Add +24.6% 116,648 $1.2M
Dakota Wealth Management 0.03% Reduce -9.1% 114,949 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.9% 111,034 $1.1M
HUB Investment Partners, LLC 0.05% Add +0.8% 105,355 $1.1M
Ameriprise Financial Inc. 0.00% Add +8.6% 100,109 $1.0M
Riverbridge Partners LLC 0.01% Add +259.0% 96,084 $969K
Gridiron Partners, LLC 0.58% No change 90,638 $914K
Stratos Wealth Advisors, LLC 0.04% New 87,265 $880K
Stifel Financial Corp. 0.00% Add +139.5% 86,600 $873K
Steward Partners Investment Advisory, LLC 0.01% Add +4.1% 84,752 $854K
Allspring Global Investments Holdings, LLC 0.00% Add +17.2% 81,900 $826K
Rothschild Investment LLC 0.04% No change 63,297 $638K
Nuveen Asset Management, LLC 0.00% Add +14.5% 59,986 $605K
Commonwealth Equity Services, LLC 0.00% Reduce -0.0% 59,532 $600K
Absolute Investment Advisers, LLC 0.09% New 58,700 $592K
Petra Financial Advisors Inc. 0.42% No change 57,440 $579K
Goldman Sachs Group Inc. 0.00% No change 50,962 $514K
1607 Capital Partners, LLC 0.04% New 46,060 $464K
PNC Financial Services Group, Inc. 0.00% Reduce -5.6% 44,200 $446K
Melfa Wealth Management, Inc. 0.31% Add +0.0% 43,364 $437K
NINE MASTS CAPITAL Ltd 0.19% Reduce -64.1% 41,798 $421K
Bank of Montreal 0.00% Reduce -32.1% 37,518 $409K
Planning Alternatives Ltd. 0.06% Add +34.5% 39,000 $393K
Royal Bank of Canada 0.00% Reduce -2.4% 36,099 $364K
Quarry LP 0.14% New 32,500 $328K
Kingswood Wealth Advisors, LLC 0.03% Add +9.2% 32,120 $324K
Bank of America Corp. 0.00% Reduce -6.7% 31,049 $313K
Janney Montgomery Scott LLC 0.00% Reduce -50.0% 29,851 $301K
Alaska Wealth Advisors, LLC 0.04% No change 28,550 $288K
Rockefeller Capital Management L.P. 0.00% Reduce -6.1% 28,007 $282K
Bank of New York Mellon Corp 0.00% Reduce -38.1% 24,372 $246K
Brown Advisory Inc. 0.00% No change 24,061 $243K
Capital Wealth Alliance, LLC 0.13% Add +1.0% 22,626 $228K
Summit Financial Wealth Advisors, LLC 0.05% Reduce -22.2% 22,130 $223K
Raymond James Trust N.A. 0.01% Reduce -15.4% 22,018 $222K
Concurrent Investment Advisors, LLC 0.01% Reduce -4.2% 21,805 $220K
Bar Harbor Wealth Management 0.01% No change 19,795 $200K
Nomura Holdings Inc. 0.00% Add +0.5% 18,540 $187K
Shufro Rose & Co. LLC 0.02% No change 18,500 $186K
Simon Quick Advisors, LLC 0.01% Reduce -32.2% 17,473 $176K
Kestra Private Wealth Services, LLC 0.00% Add +0.3% 17,398 $175K
Capital Investment Advisors, LLC 0.00% No change 16,913 $170K
Pinnacle Bancorp, Inc. 0.04% No change 15,000 $151K
LexAurum Advisors, LLC 0.04% No change 15,000 $151K
Blue Bell Private Wealth Management, LLC 0.03% Add +7.7% 14,601 $147K
Cresset Asset Management, LLC 0.00% No change 14,400 $145K
Advisory Services Network, LLC 0.00% No change 14,000 $141K
Choreo, LLC 0.00% New 13,826 $139K
NewEdge Advisors, LLC 0.00% New 13,519 $136K
Permanent Capital Management, LP 0.03% — 14,549 $134K
Kercheville Advisors, LLC 0.06% No change 13,067 $132K
Berkeley Capital Partners, LLC 0.04% No change 12,387 $125K
WMG Financial Advisors, LLC 0.06% Reduce -2.1% 11,750 $118K
Sigma Planning Corp 0.00% Reduce -0.2% 11,618 $117K
Kestra Advisory Services, LLC 0.00% Add +1.1% 11,242 $113K
Collaborative Wealth Managment Inc. 0.05% No change 11,000 $111K
Gill Capital Partners, LLC 0.04% No change 10,454 $105K
Moody National Bank Trust Division 0.01% Reduce -34.0% 10,119 $102K
Harbour Investments, Inc. 0.00% No change 8,946 $90K
JFS Wealth Advisors, LLC 0.01% Add +1.4% 8,380 $84K
Compass Wealth Management LLC 0.02% No change 6,831 $69K
Gilliland Jeter Wealth Management LLC 0.02% Add +1.2% 6,656 $67K
Cullen/Frost Bankers, Inc. 0.00% No change 5,167 $52K
International Assets Investment Management, LLC 0.00% New 4,489 $45K
Ancora Advisors LLC 0.00% No change 4,298 $43K
Colonial Trust Co / SC 0.01% New 3,237 $33K
UMB Bank, n.a. 0.00% Reduce -34.3% 2,329 $23K
Avior Wealth Management, LLC 0.00% New 2,316 $23K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -14.1% 1,578 $16K
Mascoma Wealth Management LLC 0.00% No change 1,411 $14K
ORG Partners LLC 0.00% No change 1,151 $12K
CIBC Private Wealth Group LLC 0.00% No change 1,088 $11K
Tsfg, LLC 0.00% No change 1,136 $11K
Beacon Capital Management, LLC 0.00% Add +1.5% 693 $7K
Venturi Wealth Management, LLC 0.00% No change 646 $7K
Global Retirement Partners, LLC 0.00% No change 576 $6K
C M Bidwell & Associates Ltd. 0.00% No change 548 $6K
US Bancorp \de 0.00% No change 526 $5K
Prestige Wealth Management Group LLC 0.00% No change 445 $4K
Glen Eagle Advisors, LLC 0.00% No change 349 $4K
Geneos Wealth Management Inc. 0.00% No change 295 $3K
SOA Wealth Advisors, LLC. 0.00% No change 254 $3K
Tower Research Capital LLC (TRC) 0.00% Add +280.0% 19 $192
FMR LLC 0.00% Reduce -100.0% 1 $10
Cwm, LLC 0.00% Reduce -98.9% 1 $0

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