VMO Institutional Ownership & Shareholders
INVESCO MUNICIPAL OPPORT (VMO) is currently held by 104 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $154.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of VMO tracked by InsiderSet, reporting ownership valued at approximately $16.89M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $15.54M, representing an estimated loss of -8.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed VMO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Rivernorth Capital Management, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in INVESCO MUNICIPAL OPPORT (VMO).
This page ranks the largest institutional VMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
104
Total Reported Value
$154.70M
Largest Holder
Morgan Stanley
Largest Position
$16.89M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
136
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,711,573 | $16,893,237 | $15,541,083 | -$1,352,154 | -8.00% | |
| Rivernorth Capital Management, Llc | 0.80% | 1,703,324 | $16,811,808 | $15,466,182 | -$1,345,626 | -8.00% | |
| Lpl Financial Llc | 0.00% | 1,506,124 | $14,865,446 | $13,675,606 | -$1,189,840 | -8.00% | |
| Guggenheim Capital Llc | 0.09% | 1,380,117 | $13,621,755 | $12,531,462 | -$1,090,293 | -8.00% | |
| Hennion & Walsh Asset Management, Inc. | 0.31% | 1,272,539 | $10,625,701 | $11,554,654 | +$928,953 | +8.74% | |
| Ubs Group Ag | 0.00% | 999,416 | $9,864,236 | $9,074,697 | -$789,539 | -8.00% | |
| Raymond James Financial Inc | 0.00% | 799,317 | $7,889,263 | $7,257,798 | -$631,465 | -8.00% | |
| Sit Investment Associates Inc | 0.12% | 623,992 | $6,159,000 | $5,665,847 | -$493,153 | -8.01% | |
| Wells Fargo & Company/Mn | 0.00% | 613,958 | $6,059,767 | $5,574,739 | -$485,028 | -8.00% | |
| Kestra Advisory Services, Llc | 0.02% | 552,198 | $5,450,190 | $5,013,958 | -$436,232 | -8.00% | |
| Advisors Asset Management, Inc. | 0.07% | 330,639 | $4,566,125 | $3,002,202 | -$1,563,923 | -34.25% | |
| Van Eck Associates Corp | 0.00% | 451,018 | $4,451,548 | $4,095,243 | -$356,305 | -8.00% | |
| Garden State Investment Advisory Services Llc | 0.67% | 345,925 | $3,414,282 | $3,140,999 | -$273,283 | -8.00% | |
| Wakefield Asset Management Lllp | 0.51% | 231,479 | $2,284,698 | $2,101,829 | -$182,869 | -8.00% | |
| Osaic Holdings, Inc. | 0.00% | 190,532 | $1,880,563 | $1,730,031 | -$150,532 | -8.00% | |
| Royal Bank Of Canada | 0.00% | 185,817 | $1,834,000 | $1,687,218 | -$146,782 | -8.00% | |
| Stifel Financial Corp | 0.00% | 171,832 | $1,695,978 | $1,560,235 | -$135,743 | -8.00% | |
| Fiera Capital Corp | 0.01% | 160,932 | $1,588,399 | $1,461,263 | -$127,136 | -8.00% | |
| Jfs Wealth Advisors, Llc | 0.07% | 146,154 | $1,442,539 | $1,327,078 | -$115,461 | -8.00% | |
| Newedge Advisors, Llc | 0.00% | 137,771 | $1,359,804 | $1,250,961 | -$108,843 | -8.00% | |
| Planning Alternatives Ltd | 0.11% | 103,000 | $1,016,610 | $935,240 | -$81,370 | -8.00% | |
| Garner Asset Management Corp | 0.29% | 99,600 | $885,442 | $904,368 | +$18,926 | +2.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 89,607 | $884,420 | $813,632 | -$70,788 | -8.00% | |
| Wealth Alliance Advisory Group, Llc | 0.12% | 102,151 | $852,963 | $927,531 | +$74,568 | +8.74% | |
| Robinson Capital Management, Llc | 0.33% | 76,465 | $754,710 | $694,302 | -$60,408 | -8.00% | |
| Jane Street Group, Llc | 0.00% | 75,976 | $749,883 | $689,862 | -$60,021 | -8.00% | |
| Worthington Financial Partners, Llc | 0.61% | 86,092 | $718,869 | $781,715 | +$62,846 | +8.74% | |
| Summit Trail Advisors, Llc | 0.01% | 69,850 | $689,423 | $634,238 | -$55,185 | -8.00% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 69,010 | $681,129 | $626,611 | -$54,518 | -8.00% | |
| Bank Of America Corp | 0.00% | 65,322 | $644,727 | $593,124 | -$51,603 | -8.00% | |
| Ameriprise Financial Inc | 0.00% | 62,987 | $616,749 | $571,922 | -$44,827 | -7.27% | |
| Invesco Ltd. | 0.00% | 60,091 | $593,098 | $545,626 | -$47,472 | -8.00% | |
| Petra Financial Advisors Inc | 0.27% | 58,046 | $572,914 | $527,058 | -$45,856 | -8.00% | |
| Concurrent Investment Advisors, Llc | 0.00% | 67,929 | $567,206 | $616,795 | +$49,589 | +8.74% | |
| Goldman Sachs Group Inc | 0.00% | 51,706 | $510,333 | $469,490 | -$40,843 | -8.00% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 47,174 | $465,613 | $428,340 | -$37,273 | -8.01% | |
| Live Oak Private Wealth Llc | 0.05% | 43,000 | $424,410 | $390,440 | -$33,970 | -8.00% | |
| Melfa Wealth Management, Inc. | 0.23% | 42,828 | $422,715 | $388,878 | -$33,837 | -8.00% | |
| Citadel Advisors Llc | 0.00% | 42,217 | $416,682 | $383,330 | -$33,352 | -8.00% | |
| Burford Brothers, Inc. | 0.15% | 48,690 | $406,562 | $442,105 | +$35,543 | +8.74% | |
| Janney Montgomery Scott Llc | 0.00% | 40,712 | $402,000 | $369,665 | -$32,335 | -8.04% | |
| Xtx Topco Ltd | 0.00% | 37,859 | $373,668 | $343,760 | -$29,908 | -8.00% | |
| Choreo, Llc | 0.00% | 41,936 | $350,166 | $380,779 | +$30,613 | +8.74% | |
| Alphacore Capital Llc | 0.01% | 35,014 | $345,591 | $317,927 | -$27,664 | -8.00% | |
| Pnc Financial Services Group, Inc. | 0.00% | 33,960 | $335,185 | $308,357 | -$26,828 | -8.00% | |
| Nuveen, Llc | 0.00% | 32,559 | $321,357 | $295,636 | -$25,721 | -8.00% | |
| Pursuit Wealth Strategies, Llc | 0.41% | 32,081 | $316,636 | $291,295 | -$25,341 | -8.00% | |
| Hub Investment Partners, Llc | 0.01% | 29,859 | $294,709 | $271,120 | -$23,589 | -8.00% | |
| Alaska Wealth Advisors, Llc | 0.03% | 28,550 | $281,789 | $259,234 | -$22,555 | -8.00% | |
| Harbour Investments, Inc. | 0.00% | 28,352 | $279,832 | $257,436 | -$22,396 | -8.00% |
Frequently asked questions about VMO
Who are the largest institutional holders of VMO?
The largest institutional holders of VMO reported in the latest SEC Form 13F filings include Morgan Stanley, Rivernorth Capital Management, Llc, Lpl Financial Llc, Guggenheim Capital Llc, and Hennion & Walsh Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported VMO position.
What is VMO institutional ownership?
This page tracks VMO positions reported by institutional investment managers through SEC Form 13F. INVESCO MUNICIPAL OPPORT (VMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VMO?
InsiderSet currently tracks 104 institutional managers reporting VMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VMO shareholders.
How much VMO stock do institutions own?
Institutional investment managers disclosed approximately $154.70M in VMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VMO institutional ownership last updated?
The latest VMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VMO position after the reporting date.
Are institutions buying or selling VMO?
Institutional buying and selling can be analyzed by comparing VMO positions across consecutive 13F reporting periods. InsiderSet's VMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VMO ownership changes.
How has VMO institutional ownership changed over time?
InsiderSet tracks VMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.