Invesco Municipal OpportVMO

13F holders, Q3 2024 (September 30)
118holders +4
13new positions
8sold out
$10.27avg. 13F price*

At the end of Q3 2024, 118 institutions reported holding Invesco Municipal Opport (VMO) in their 13F filings, up 4 from Q2 2024. 13 opened new positions and 8 sold out. The largest holders were Saba Capital Management, L.P. ($63.9M), Rivernorth Capital Management, LLC ($24.3M) and Hennion & Walsh Asset Management, Inc. ($15.5M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions13$1.5M
Exits8$4.4M

All 13F filers, Q2 2024 → Q3 2024: 2,299,255 shares bought and 4,188,764 shares sold, net −1,889,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 118 holders

Saba Capital Management, L.P. 1.41% Reduce -7.2% 6,220,340 $63.9M
Rivernorth Capital Management, LLC 1.18% Add +26.2% 2,367,527 $24.3M
Hennion & Walsh Asset Management, Inc. 0.72% Reduce -0.4% 1,504,422 $15.5M
Sit Investment Associates Inc. 0.34% Reduce -52.0% 1,492,392 $15.3M
Robinson Capital Management, LLC 4.19% Add +61.5% 1,177,716 $12.2M
Karpus Management, Inc. 0.33% Reduce -32.6% 1,149,626 $11.8M
UBS Group AG 0.00% Add +6.8% 1,046,147 $10.7M
Guggenheim Capital LLC 0.05% Add +16.7% 637,925 $6.6M
Fiera Capital Corp 0.02% Reduce -2.2% 556,859 $5.7M
Morgan Stanley 0.00% Add +50.6% 489,237 $5.0M
Van Eck Associates Corp. 0.01% Reduce -0.2% 486,189 $4.8M
Raymond James & Associates 0.00% Add +8.1% 377,675 $3.9M
Raymond James Financial Services Advisors, Inc. 0.00% Add +90.2% 339,766 $3.5M
Whitebox Advisors LLC 0.36% Add +7.1% 254,394 $2.6M
Wells Fargo & Company 0.00% Reduce -3.2% 218,866 $2.2M
Osaic Holdings, Inc. 0.00% Add +23.3% 207,748 $2.1M
MacKay Shields LLC 0.36% Add +17.4% 205,338 $2.1M
Kestra Advisory Services, LLC 0.01% Add +1667.3% 198,686 $2.0M
Wakefield Asset Management LLLP 0.62% Add +1.0% 185,960 $1.9M
Invesco Ltd. 0.00% Add +39.4% 162,631 $1.7M
Rareview Capital LLC 1.23% Add +14.5% 160,169 $1.6M
AQR Arbitrage LLC 0.06% Reduce -59.1% 151,286 $1.6M
JFS Wealth Advisors, LLC 0.10% Add +1629.2% 144,908 $1.5M
LPL Financial LLC 0.00% Reduce -56.4% 143,724 $1.5M
Goldman Sachs Group Inc. 0.00% Add +156.2% 130,580 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -42.5% 125,318 $1.3M
Logan Stone Capital, LLC 0.31% Reduce -56.2% 119,655 $1.2M
Stifel Financial Corp. 0.00% Add +35.2% 117,063 $1.2M
Garner Asset Management Corp 0.41% Reduce -7.3% 115,747 $1.2M
Ameriprise Financial Inc. 0.00% Add +14.9% 115,003 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.7% 109,158 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +20.1% 101,829 $1.0M
Westchester Capital Management, LLC 0.05% Reduce -57.3% 96,458 $991K
Stratos Wealth Advisors, LLC 0.04% Add +7.9% 94,131 $967K
Gridiron Partners, LLC 0.56% No change 90,638 $931K
HUB Investment Partners, LLC 0.04% Reduce -21.0% 83,231 $855K
Nuveen Asset Management, LLC 0.00% Add +15.7% 69,386 $713K
Rothschild Investment LLC 0.05% Add +8.7% 68,797 $707K
Absolute Investment Advisers, LLC 0.08% No change 58,700 $603K
Petra Financial Advisors Inc. 0.39% No change 57,440 $590K
Commonwealth Equity Services, LLC 0.00% Reduce -7.4% 55,144 $566K
NewEdge Advisors, LLC 0.00% Add +263.4% 49,125 $505K
HighTower Advisors, LLC 0.00% New 48,162 $496K
Dakota Wealth Management 0.01% Reduce -60.9% 44,949 $462K
Melfa Wealth Management, Inc. 0.29% Add +0.1% 43,384 $446K
Allspring Global Investments Holdings, LLC 0.00% Reduce -47.0% 43,363 $445K
PNC Financial Services Group, Inc. 0.00% Reduce -2.9% 42,920 $441K
Planning Alternatives Ltd. 0.06% No change 39,000 $401K
Bank of Montreal 0.00% Add +1.7% 38,167 $390K
Cetera Investment Advisers 0.00% Reduce -82.8% 36,874 $379K
Royal Bank of Canada 0.00% Reduce -9.7% 32,584 $335K
Quarry LP 0.11% No change 32,500 $334K
Kingswood Wealth Advisors, LLC 0.02% No change 32,120 $330K
Bank of America Corp. 0.00% Add +1.0% 31,365 $322K
Alaska Wealth Advisors, LLC 0.04% No change 28,550 $293K
Concurrent Investment Advisors, LLC 0.01% Add +21.3% 26,451 $272K
Bank of New York Mellon Corp 0.00% Add +0.0% 24,373 $250K
Janney Montgomery Scott LLC 0.00% Reduce -18.9% 24,221 $249K
Riverbridge Partners LLC 0.00% Reduce -74.9% 24,151 $248K
Brown Advisory Inc. 0.00% No change 24,061 $247K
Summit Financial Wealth Advisors, LLC 0.04% No change 22,130 $227K
Raymond James Trust N.A. 0.00% No change 22,018 $226K
Bar Harbor Wealth Management 0.01% No change 19,795 $203K
Simon Quick Advisors, LLC 0.01% Add +6.2% 18,549 $191K
Shufro Rose & Co. LLC 0.02% No change 18,500 $186K
Kestra Private Wealth Services, LLC 0.00% Add +0.3% 17,456 $179K
Capital Investment Advisors, LLC 0.00% No change 16,913 $174K
Walleye Capital LLC 0.00% New 15,976 $164K
Ackerman Capital Advisors, LLC 0.04% New 15,647 $161K
Kercheville Advisors, LLC 0.07% Add +15.3% 15,067 $155K
Pinnacle Bancorp, Inc. 0.04% No change 15,000 $154K
LexAurum Advisors, LLC 0.03% No change 15,000 $154K
Cerity Partners LLC 0.00% New 14,626 $150K
Blue Bell Private Wealth Management, LLC 0.03% No change 14,601 $150K
Cresset Asset Management, LLC 0.00% No change 14,400 $148K
Northwestern Mutual Wealth Management Co. 0.00% Add +784.7% 13,961 $143K
Choreo, LLC 0.00% No change 13,826 $143K
Advisory Services Network, LLC 0.00% No change 14,000 $141K
Encompass More Asset Management 0.05% New 12,937 $133K
Summit Trail Advisors, LLC 0.00% New 12,413 $127K
Berkeley Capital Partners, LLC 0.04% No change 12,387 $127K
WMG Financial Advisors, LLC 0.06% Add +2.0% 11,988 $123K
Collaborative Wealth Managment Inc. 0.05% No change 11,000 $113K
Sigma Planning Corp 0.00% Reduce -7.0% 10,809 $111K
NINE MASTS CAPITAL Ltd 0.06% Reduce -74.3% 10,725 $110K
Gill Capital Partners, LLC 0.04% Reduce -2.5% 10,189 $105K
Moody National Bank Trust Division 0.01% No change 10,119 $104K
Northern Trust Corp. 0.00% New 10,050 $103K
Harbour Investments, Inc. 0.00% Add +11.2% 9,946 $102K
Tradewinds Capital Management, LLC 0.03% New 9,891 $102K
Compass Wealth Management LLC 0.02% No change 6,831 $70K
Gilliland Jeter Wealth Management LLC 0.02% Add +1.5% 6,757 $69K
Cullen/Frost Bankers, Inc. 0.00% No change 5,167 $53K
International Assets Investment Management, LLC 0.00% Add +0.8% 4,525 $46K
Ancora Advisors LLC 0.00% No change 4,298 $44K
Colonial Trust Co / SC 0.01% No change 3,237 $33K
UMB Bank, n.a. 0.00% No change 2,329 $24K
Wolverine Asset Management LLC 0.00% New 2,090 $21K
Fortitude Family Office, LLC 0.01% New 2,000 $21K
Mascoma Wealth Management LLC 0.00% No change 1,411 $14K

"% 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 118 holders