ATLANTA, GA
INVESCO MUNICIPAL OPPORTUNITY TRUSTVMO— Latest position per institution from SEC 13F filings
15
Institutional holders
22.46M
Total shares held
208.38M
Estimated value
1.12M
Avg. position size
BRAMSHILL INVESTMENTS, LLC
CIK 1619899
Shares
5.57M
Value
53.52M
Filed
Dec 31, 2023
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
2.18M
Value
21.20M
Filed
Dec 31, 2024
MORGAN STANLEY
CIK 895421
Shares
1.71M
Value
16.89M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
1.70M
Value
16.81M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.51M
Value
14.87M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.38M
Value
13.62M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
1.27M
Value
10.63M
Filed
Sep 30, 2026
UBS GROUP AG
CIK 1610520
Shares
999.42K
Value
9.86M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
869.33K
Value
8.58M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
799.32K
Value
7.89M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
623.99K
Value
6.16K
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
613.96K
Value
6.06M
Filed
Jun 30, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
552.20K
Value
5.45M
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
532.46K
Value
5.13M
Filed
Mar 31, 2025
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
451.02K
Value
4.45M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
377.68K
Value
3.88M
Filed
Sep 30, 2024
GARDEN STATE INVESTMENT ADVISORY SERVICES LLC
CIK 1965351
Shares
345.93K
Value
3.41M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
344.10K
Value
3.40K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
339.77K
Value
3.49M
Filed
Sep 30, 2024
RAREVIEW CAPITAL LLC
CIK 2044533
Shares
286.91K
Value
2.63M
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BRAMSHILL INVESTMENTS, LLC | 1619899 | 5.57M | 53.52M | Dec 31, 2023 |
| 2 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 2.18M | 21.20M | Dec 31, 2024 |
| 3 | MORGAN STANLEY | 895421 | 1.71M | 16.89M | Jun 30, 2026 |
| 4 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 1.70M | 16.81M | Jun 30, 2026 |
| 5 | LPL FINANCIAL LLC | 1403438 | 1.51M | 14.87M | Jun 30, 2026 |
| 6 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.38M | 13.62M | Jun 30, 2026 |
| 7 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 1.27M | 10.63M | Sep 30, 2026 |
| 8 | UBS GROUP AG | 1610520 | 999.42K | 9.86M | Jun 30, 2026 |
| 9 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 869.33K | 8.58M | Jun 30, 2026 |
| 10 | RAYMOND JAMES FINANCIAL INC | 720005 | 799.32K | 7.89M | Jun 30, 2026 |
| 11 | SIT INVESTMENT ASSOCIATES INC | 769317 | 623.99K | 6.16K | Jun 30, 2026 |
| 12 | WELLS FARGO & COMPANY/MN | 72971 | 613.96K | 6.06M | Jun 30, 2026 |
| 13 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 552.20K | 5.45M | Jun 30, 2026 |
| 14 | PATHSTONE HOLDINGS, LLC | 2011612 | 532.46K | 5.13M | Mar 31, 2025 |
| 15 | VAN ECK ASSOCIATES CORP | 869178 | 451.02K | 4.45M | Jun 30, 2026 |
| 16 | RAYMOND JAMES & ASSOCIATES | 1084208 | 377.68K | 3.88M | Sep 30, 2024 |
| 17 | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 1965351 | 345.93K | 3.41M | Jun 30, 2026 |
| 18 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 344.10K | 3.40K | Jun 30, 2026 |
| 19 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 339.77K | 3.49M | Sep 30, 2024 |
| 20 | RAREVIEW CAPITAL LLC | 2044533 | 286.91K | 2.63M | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.