Who Owns INVESCO MUN OPPORTUNIT TR (VMO)? -- Institutional Holders (2026-06-30)
121 institutions reported holding $165.8M of INVESCO MUN OPPORTUNIT TR (VMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($16.9M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($16.8M), LPL Financial LLC ($14.9M), GUGGENHEIM CAPITAL LLC ($13.6M), Hennion & Walsh Asset Management, Inc. ($12.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $16.9M | 1.7M | Added |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $16.8M | 1.7M | Trimmed |
| 3 | LPL Financial LLC | $14.9M | 1.5M | Trimmed |
| 4 | GUGGENHEIM CAPITAL LLC | $13.6M | 1.4M | Trimmed |
| 5 | Hennion & Walsh Asset Management, Inc. | $12.6M | 1.3M | Added |
| 6 | UBS Group AG | $9.9M | 999,416 | Trimmed |
| 7 | Advisors Asset Management, Inc. | $8.6M | 869,326 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $7.9M | 799,317 | Added |
| 9 | SIT INVESTMENT ASSOCIATES INC | $6.2M | 623,992 | Hold |
| 10 | WELLS FARGO & COMPANY/MN | $6.1M | 613,958 | Added |
| 11 | Kestra Advisory Services, LLC | $5.5M | 552,198 | Added |
| 12 | VAN ECK ASSOCIATES CORP | $4.5M | 451,018 | Added |
| 13 | Garden State Investment Advisory Services LLC | $3.4M | 345,925 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $3.4M | 344,102 | Added |
| 15 | Wakefield Asset Management LLLP | $2.3M | 231,479 | Added |
| 16 | OSAIC HOLDINGS, INC. | $1.9M | 190,532 | Added |
| 17 | Royal Bank of Canada | $1.8M | 185,817 | Added |
| 18 | STIFEL FINANCIAL CORP | $1.7M | 171,832 | Added |
| 19 | Fiera Capital Corp | $1.6M | 160,932 | Trimmed |
| 20 | JFS WEALTH ADVISORS, LLC | $1.4M | 146,154 | Added |
| 21 | Garner Asset Management Corp | $1.4M | 138,563 | Added |
| 22 | NewEdge Advisors, LLC | $1.4M | 137,771 | Added |
| 23 | PLANNING ALTERNATIVES LTD /ADV | $1.0M | 103,000 | Hold |
| 24 | Wealth Alliance Advisory Group, LLC | $947,135 | 95,961 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $884,420 | 89,607 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30