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Invesco Municipal Opportunity Trust hedge fund holdings

VMONYSE
$8.44+0.11 (+1.32% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

VMO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 6, 2026. Price (-11.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253525$15M$17.2M101Aug 14, 2025
Q3 20252930$32.3M$26.9M98Nov 14, 2025
Q4 20254127$17.1M$23.1M105Feb 14, 2026
Q1 20263123$14.6M$28.3M102May 15, 2026
Q2 20263721$18.8M$25.1M106Aug 14, 2026

Quarterly action breakdown

Q2 2026
106 filers
New position
14
$2.06M+209K sh
Increased
23
$16.8M+1.7M sh
Reduced
15
-$23M-2.33M sh
Out / sold
6
-$2.11M-214K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Robinson Capital Management, LLCReduce 89.92%-$6.73M$755K0.33%Aug 12, 2026
Hennion & Walsh Asset Management, Inc.Added 89.83%+$5.97M$12.6M0.36%Jul 8, 2026
MacKay Shields LLCSell 100%-$1.2M$00.00%Jul 28, 2026
Guggenheim Capital LLCReduce 8.07%-$1.2M$13.6M0.09%Aug 12, 2026
Gridiron Partners, LLCReduce 65.27%-$506K$269K0.14%Aug 5, 2026
Concorde Asset Management, LLCSell 100%-$475K$00.00%Aug 18, 2026
Clark Asset Management, LLCNew Buy+$257K$257K0.02%Jul 7, 2026
Baird Financial Group, Inc.New Buy+$244K$244K0.00%Aug 12, 2026
Wakefield Asset Management LLLPAdded 11.64%+$238K$2.28M0.51%Aug 11, 2026
Stratos Wealth Advisors, LLCSell 100%-$203K$00.00%Aug 11, 2026
Garden State Investment Advisory Services LLCAdded 5.78%+$187K$3.41M0.62%Aug 11, 2026
Concurrent Investment Advisors, LLCAdded 40.06%+$151K$529K0.00%Jul 27, 2026
Worth Asset Management, LLCNew Buy+$127K$127K0.04%Jul 8, 2026
Formidable Asset Management, LLCNew Buy+$126K$126K0.02%Jul 17, 2026
Wealth Alliance Advisory Group, LLCReduce 11.67%-$125K$947K0.14%Jul 23, 2026
Stratos Wealth Partners, LTD.Added 28.47%+$103K$466K0.00%Aug 11, 2026
Pursuit Wealth Strategies, LLCReduce 22.68%-$92.9K$317K0.41%Aug 13, 2026
Van Eck Associates CorpAdded 1.56%+$68.3K$4.45M0.00%Aug 14, 2026
Fiera Capital CorpReduce 3.73%-$61.6K$1.59M0.01%Aug 7, 2026
Shufro Rose & Co LLCReduce 19.61%-$49.4K$202K0.01%Aug 12, 2026
&PartnersAdded 44.76%+$44.7K$145K0.00%Aug 14, 2026
Chung Wu Investment Group, LLCNew Buy+$29.6K$29.6K0.02%Jul 31, 2026
Summit Trail Advisors, LLCReduce 4.06%-$29.2K$689K0.01%Aug 11, 2026
Garner Asset Management CorpAdded 1.94%+$26.1K$1.37M0.44%Aug 7, 2026
Encompass More Asset ManagementReduce 17.58%-$21.9K$103K0.01%Jul 14, 2026
HUB Investment Partners, LLCReduce 5.74%-$18K$295K0.01%Jul 31, 2026
Highline Wealth Partners LLCAdded 200.00%+$9.87K$14.8K0.00%Jul 15, 2026
Choreo, LLCAdded 2.12%+$7.84K$377K0.00%Aug 4, 2026
AlphaCore Capital LLCAdded 1.93%+$6.53K$346K0.01%Aug 6, 2026
Field & Main BankSell 100%-$4.68K$00.00%Aug 19, 2026
Pinnacle Wealth Planning Services, Inc.Added 10.68%+$3.67K$38K0.00%Aug 7, 2026
JFS Wealth Advisors, LLCAdded 0.13%+$1.83K$1.44M0.07%Jul 10, 2026
Operose Advisors LLCNew Buy+$1.65K$1.65K0.00%Aug 13, 2026
Petra Financial Advisors IncAdded 0.23%+$1.29K$573K0.27%Jul 24, 2026
WPG Advisers, LLCAdded 10.70%+$1.02K$10.5K0.01%Aug 6, 2026
Kestra Private Wealth Services, LLCAdded 0.36%+$632$174K0.00%Jul 28, 2026
Worthington Financial Partners, LLCReduce 0.06%-$513$851K0.70%Jul 21, 2026
Melfa Wealth Management, Inc.Added 0.06%+$237$423K0.23%Jul 24, 2026
Assetmark, IncReduce 3.88%-$39$9770.00%Jul 30, 2026

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