Invesco Municipal OpportVMO

13F holders, Q1 2025 (March 31)
108holders −8
10new positions
17sold out
$9.49avg. 13F price*

At the end of Q1 2025, 108 institutions reported holding Invesco Municipal Opport (VMO) in their 13F filings, down 8 from Q4 2024. 10 opened new positions and 17 sold out. The largest holders were Rivernorth Capital Management, LLC ($40.6M), Robinson Capital Management, LLC ($16.4M) and UBS Group AG ($12.0M).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$1.1M
Exits17$25.6M

All 13F filers, Q4 2024 → Q1 2025: 1,566,518 shares bought and 3,263,961 shares sold, net −1,697,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 108 holders

Rivernorth Capital Management, LLC 2.16% Reduce -0.0% 4,274,605 $40.6M
Robinson Capital Management, LLC 6.66% Add +1.8% 1,727,121 $16.4M
UBS Group AG 0.00% Add +15.9% 1,265,676 $12.0M
Sit Investment Associates Inc. 0.28% Reduce -9.6% 1,241,991 $11.8M
Karpus Management, Inc. 0.37% Reduce -1.0% 1,188,432 $11.3M
Guggenheim Capital LLC 0.10% Add +24.3% 1,175,072 $11.2M
Hennion & Walsh Asset Management, Inc. 0.46% Reduce -18.0% 1,084,043 $10.3M
Raymond James Financial Inc. 0.00% Add +23.0% 961,150 $9.1M
Morgan Stanley 0.00% Add +16.4% 551,909 $5.2M
Pathstone Holdings, LLC 0.02% Reduce -5.1% 532,457 $5.1M
Fiera Capital Corp 0.02% Reduce -5.8% 533,887 $5.1M
LPL Financial LLC 0.00% Add +17.8% 532,899 $5.1M
Van Eck Associates Corp. 0.01% Reduce -18.9% 411,697 $3.9M
Ameriprise Financial Inc. 0.00% Add +12.9% 337,828 $3.2M
Kestra Advisory Services, LLC 0.01% Add +25.7% 308,607 $2.9M
Wells Fargo & Company 0.00% Add +38.4% 288,366 $2.7M
Rareview Capital LLC 1.69% Reduce -2.4% 281,164 $2.7M
Osaic Holdings, Inc. 0.01% Add +657.7% 261,102 $2.5M
Stifel Financial Corp. 0.00% Add +17.4% 236,720 $2.2M
Advisors Asset Management, Inc. 0.04% Add +40.8% 215,382 $2.0M
MacKay Shields LLC 0.38% Add +1.1% 207,705 $2.0M
Wakefield Asset Management LLLP 0.54% Add +0.7% 187,884 $1.8M
JFS Wealth Advisors, LLC 0.09% Add +0.1% 145,239 $1.4M
Goldman Sachs Group Inc. 0.00% No change 134,945 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +10.7% 129,282 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +6.1% 122,220 $1.2M
Garner Asset Management Corp 0.48% Reduce -2.5% 114,268 $1.1M
Invesco Ltd. 0.00% Reduce -26.4% 111,426 $1.1M
Gridiron Partners, LLC 0.55% No change 90,638 $860K
Stratos Wealth Advisors, LLC 0.05% Add +3.0% 89,695 $851K
HUB Investment Partners, LLC 0.03% Reduce -2.0% 88,367 $839K
Westchester Capital Management, LLC 0.05% No change 84,363 $801K
Planning Alternatives Ltd. 0.11% Add +87.2% 73,000 $693K
PNC Financial Services Group, Inc. 0.00% Add +65.6% 71,092 $675K
Absolute Investment Advisers, LLC 0.09% No change 63,600 $604K
Bank of New York Mellon Corp 0.00% No change 63,528 $603K
Commonwealth Equity Services, LLC 0.00% Add +13.3% 63,360 $601K
Petra Financial Advisors Inc. 0.45% No change 57,440 $545K
NewEdge Advisors, LLC 0.00% Add +7.4% 57,365 $544K
Wealth Alliance Advisory Group, LLC 0.11% Add +46.3% 53,540 $508K
Rothschild Investment LLC 0.03% Reduce -28.4% 49,207 $467K
Dakota Wealth Management 0.01% Reduce -0.3% 45,762 $434K
Royal Bank of Canada 0.00% Add +16.9% 44,400 $421K
Janney Montgomery Scott LLC 0.00% Add +13.3% 43,738 $415K
Melfa Wealth Management, Inc. 0.28% Add +0.1% 43,428 $412K
Allspring Global Investments Holdings, LLC 0.00% No change 43,363 $412K
Bank of Montreal 0.00% Add +0.8% 40,055 $380K
Concurrent Investment Advisors, LLC 0.01% Add +51.7% 39,664 $376K
Cetera Investment Advisers 0.00% Add +22.1% 36,807 $349K
Nuveen, LLC 0.00% — 32,559 $309K
Quarry LP 0.08% No change 32,500 $308K
Bank of America Corp. 0.00% Add +14.7% 31,906 $303K
AlphaCore Capital LLC 0.03% New 31,741 $301K
StoneX Group Inc. 0.02% Add +0.0% 30,065 $285K
Live Oak Private Wealth LLC 0.05% Add +50.0% 30,000 $285K
Readystate Asset Management LP 0.03% New 29,719 $282K
Alaska Wealth Advisors, LLC 0.04% No change 28,550 $271K
Marex Group Ltd 0.01% Reduce -29.2% 27,400 $260K
Insight Wealth Strategies, LLC 0.03% Add +1.9% 25,878 $246K
Brown Advisory Inc. 0.00% No change 25,511 $242K
Riverbridge Partners LLC 0.00% Add +7.3% 24,966 $237K
Summit Financial Wealth Advisors, LLC 0.04% No change 21,500 $204K
Simon Quick Advisors, LLC 0.01% Add +4.0% 20,330 $193K
Bar Harbor Wealth Management 0.01% No change 19,795 $188K
Formidable Asset Management, LLC 0.03% New 18,850 $179K
Shufro Rose & Co. LLC 0.01% No change 18,500 $176K
Kestra Private Wealth Services, LLC 0.00% Reduce -12.2% 17,193 $163K
Capital Investment Advisors, LLC 0.00% No change 16,913 $161K
Jane Street Group, LLC 0.00% New 16,416 $156K
Kercheville Advisors, LLC 0.06% No change 15,067 $143K
Pinnacle Bancorp, Inc. 0.05% No change 15,000 $142K
Permanent Capital Management, LP 0.04% Reduce -7.2% 14,517 $138K
Cresset Asset Management, LLC 0.00% No change 14,400 $137K
Choreo, LLC 0.00% No change 13,826 $131K
Cerity Partners LLC 0.00% Reduce -9.5% 12,964 $123K
Encompass More Asset Management 0.04% No change 12,937 $123K
Summit Trail Advisors, LLC 0.00% Add +3.3% 12,717 $121K
Blue Bell Private Wealth Management, LLC 0.02% No change 12,389 $118K
Berkeley Capital Partners, LLC 0.03% No change 12,387 $118K
Moody National Bank Trust Division 0.01% No change 11,375 $108K
Collaborative Wealth Managment Inc. 0.05% No change 11,000 $104K
Ackerman Capital Advisors, LLC 0.03% New 10,211 $97K
Gill Capital Partners, LLC 0.03% No change 10,189 $97K
Northern Trust Corp. 0.00% Add +0.6% 10,175 $97K
Concorde Asset Management, LLC 0.05% New 10,299 $95K
Tradewinds Capital Management, LLC 0.03% No change 9,891 $94K
Harbour Investments, Inc. 0.00% No change 7,746 $74K
Compass Wealth Management LLC 0.02% No change 6,831 $65K
Cullen/Frost Bankers, Inc. 0.00% No change 5,167 $49K
Ancora Advisors LLC 0.00% Reduce -3.1% 4,163 $40K
US Bancorp \de 0.00% Add +413.3% 2,700 $26K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,171 $21K
Fortitude Family Office, LLC 0.01% No change 2,000 $19K
Elequin Capital, LP 0.00% New 1,932 $18K
Cwm, LLC 0.00% Add +0.3% 1,836 $17K
Mascoma Wealth Management LLC 0.00% No change 1,411 $13K
MAI Capital Management 0.00% No change 1,334 $13K
Jones Financial Companies LLLP 0.00% New 1,247 $12K
Tsfg, LLC 0.00% No change 1,136 $11K
Ascentis Wealth Management, LLC 0.00% No change 1,151 $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 108 holders