Invesco Municipal OpportVMO

13F holders, Q4 2024 (December 31)
116holders −2
16new positions
17sold out
$9.72avg. 13F price*

At the end of Q4 2024, 116 institutions reported holding Invesco Municipal Opport (VMO) in their 13F filings, down 2 from Q3 2024. 16 opened new positions and 17 sold out. The largest holders were Rivernorth Capital Management, LLC ($41.6M), Saba Capital Management, L.P. ($21.2M) and Robinson Capital Management, LLC ($16.5M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions16$4.6M
Exits17$4.5M

All 13F filers, Q3 2024 → Q4 2024: 4,653,935 shares bought and 5,042,388 shares sold, net −388,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 116 holders

Rivernorth Capital Management, LLC 2.00% Add +80.6% 4,275,300 $41.6M
Saba Capital Management, L.P. 0.54% Reduce -64.9% 2,180,578 $21.2M
Robinson Capital Management, LLC 6.66% Add +44.1% 1,697,121 $16.5M
Sit Investment Associates Inc. 0.30% Reduce -8.0% 1,373,565 $13.4M
Hennion & Walsh Asset Management, Inc. 0.58% Reduce -12.2% 1,321,665 $12.8M
Karpus Management, Inc. 0.34% Add +4.4% 1,200,132 $11.7M
UBS Group AG 0.00% Add +4.4% 1,092,008 $10.6M
Guggenheim Capital LLC 0.08% Add +48.2% 945,263 $9.2M
Raymond James Financial Inc. 0.00% — 781,661 $7.6M
Fiera Capital Corp 0.02% Add +1.8% 567,069 $5.5M
Pathstone Holdings, LLC 0.02% Add +347.5% 560,843 $5.5M
Van Eck Associates Corp. 0.01% Add +4.3% 507,362 $4.9M
Morgan Stanley 0.00% Reduce -3.1% 474,255 $4.6M
LPL Financial LLC 0.00% Add +214.7% 452,242 $4.4M
Rareview Capital LLC 2.14% Add +79.9% 288,132 $3.0M
Ameriprise Financial Inc. 0.00% Add +160.3% 299,320 $2.6M
Whitebox Advisors LLC 0.43% No change 254,394 $2.5M
Kestra Advisory Services, LLC 0.01% Add +23.6% 245,579 $2.4M
Wells Fargo & Company 0.00% Reduce -4.8% 208,405 $2.0M
MacKay Shields LLC 0.40% No change 205,338 $2.0M
Stifel Financial Corp. 0.00% Add +72.3% 201,656 $2.0M
Wakefield Asset Management LLLP 0.61% Add +0.3% 186,575 $1.8M
Advisors Asset Management, Inc. 0.03% New 153,017 $1.5M
Invesco Ltd. 0.00% Reduce -6.9% 151,366 $1.5M
JFS Wealth Advisors, LLC 0.10% Add +0.1% 145,070 $1.4M
Goldman Sachs Group Inc. 0.00% Add +3.3% 134,945 $1.3M
Garner Asset Management Corp 0.52% Add +1.3% 117,254 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.0% 116,823 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +13.1% 115,193 $1.1M
Gridiron Partners, LLC 0.56% No change 90,638 $881K
HUB Investment Partners, LLC 0.04% Add +8.3% 90,170 $876K
Stratos Wealth Advisors, LLC 0.04% Reduce -7.5% 87,051 $846K
Westchester Capital Management, LLC 0.05% Reduce -12.5% 84,363 $820K
Nuveen Asset Management, LLC 0.00% Add +12.4% 77,986 $758K
Rothschild Investment LLC 0.04% Reduce -0.1% 68,707 $668K
Independent Advisor Alliance 0.01% New 65,841 $640K
Absolute Investment Advisers, LLC 0.08% Add +8.3% 63,600 $618K
Bank of New York Mellon Corp 0.00% Add +160.7% 63,528 $617K
Petra Financial Advisors Inc. 0.38% No change 57,440 $558K
Commonwealth Equity Services, LLC 0.00% Add +1.4% 55,913 $543K
NewEdge Advisors, LLC 0.00% Add +8.8% 53,428 $519K
Dakota Wealth Management 0.01% Add +2.1% 45,894 $446K
Melfa Wealth Management, Inc. 0.28% Add +0.1% 43,406 $422K
Allspring Global Investments Holdings, LLC 0.00% No change 43,363 $421K
PNC Financial Services Group, Inc. 0.00% Add +0.0% 42,924 $417K
Bank of Montreal 0.00% Add +4.1% 39,745 $386K
Planning Alternatives Ltd. 0.06% No change 39,000 $379K
Marex Group Ltd 0.01% New 38,700 $376K
Janney Montgomery Scott LLC 0.00% Add +59.4% 38,618 $375K
Royal Bank of Canada 0.00% Add +16.6% 37,978 $369K
Wealth Alliance Advisory Group, LLC 0.08% New 36,600 $356K
Osaic Holdings, Inc. 0.00% Reduce -83.4% 34,459 $335K
Quarry LP 0.06% No change 32,500 $316K
Cetera Investment Advisers 0.00% Reduce -18.2% 30,152 $293K
StoneX Group Inc. 0.02% New 30,055 $292K
Landscape Capital Management, L.L.C. 0.03% New 29,793 $290K
Alaska Wealth Advisors, LLC 0.04% No change 28,550 $278K
Bank of America Corp. 0.00% Reduce -11.3% 27,818 $270K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.2% 26,140 $254K
Brown Advisory Inc. 0.00% Add +6.0% 25,511 $248K
Insight Wealth Strategies, LLC 0.03% New 25,383 $247K
Riverbridge Partners LLC 0.00% Reduce -3.6% 23,278 $226K
Aristides Capital LLC 0.07% New 21,780 $212K
Summit Financial Wealth Advisors, LLC 0.04% Reduce -2.9% 21,500 $211K
Nomura Holdings Inc. 0.00% New 20,746 $202K
Live Oak Private Wealth LLC 0.03% New 20,000 $194K
Bar Harbor Wealth Management 0.01% No change 19,795 $192K
Kestra Private Wealth Services, LLC 0.00% Add +12.1% 19,572 $190K
Simon Quick Advisors, LLC 0.01% Add +5.3% 19,538 $190K
Shufro Rose & Co. LLC 0.01% No change 18,500 $180K
Capital Investment Advisors, LLC 0.00% No change 16,913 $164K
Permanent Capital Management, LP 0.05% — 15,649 $152K
Kercheville Advisors, LLC 0.06% No change 15,067 $146K
Pinnacle Bancorp, Inc. 0.05% No change 15,000 $146K
Cresset Asset Management, LLC 0.00% No change 14,400 $140K
Cerity Partners LLC 0.00% Reduce -2.0% 14,327 $139K
Choreo, LLC 0.00% No change 13,826 $133K
Encompass More Asset Management 0.04% No change 12,937 $126K
Csenge Advisory Group 0.01% New 12,544 $122K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -15.2% 12,389 $120K
Berkeley Capital Partners, LLC 0.03% No change 12,387 $120K
Summit Trail Advisors, LLC 0.00% Reduce -0.8% 12,307 $120K
WMG Financial Advisors, LLC 0.05% No change 11,988 $117K
Susquehanna International Group, LLP 0.00% New 11,681 $114K
Moody National Bank Trust Division 0.01% Add +12.4% 11,375 $111K
Collaborative Wealth Managment Inc. 0.05% No change 11,000 $107K
Sigma Planning Corp 0.00% Add +0.4% 10,853 $105K
Gill Capital Partners, LLC 0.04% No change 10,189 $99K
Northern Trust Corp. 0.00% Add +0.6% 10,111 $98K
Tradewinds Capital Management, LLC 0.03% No change 9,891 $96K
Avior Wealth Management, LLC 0.00% Add +668.4% 8,491 $83K
Harbour Investments, Inc. 0.00% Reduce -22.1% 7,746 $75K
Compass Wealth Management LLC 0.02% No change 6,831 $66K
Venturi Wealth Management, LLC 0.00% Add +885.5% 6,366 $62K
Cullen/Frost Bankers, Inc. 0.00% No change 5,167 $50K
Ancora Advisors LLC 0.00% No change 4,298 $42K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -84.5% 2,171 $21K
Fortitude Family Office, LLC 0.01% No change 2,000 $19K
Cwm, LLC 0.00% New 1,830 $18K
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 116 holders