Who Owns Invesco Municipal Opportunity Stock?
NYSE: VMOFinancial ServicesAsset ManagementUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 24.86%
- Held by insiders
- 0.00%
- Institutional holders
- 113
- Institutions 24.9%
- Insiders 0.0%
- Public and other 75.1%
Who owns Invesco Municipal Opportunity stock?
Institutional investors own about 24.9% of Invesco Municipal Opportunity's shares, spread across 113 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of VMO.
The largest institutional holders are Morgan Stanley (2.54%), RiverNorth Capital Management, LLC (2.53%) and LPL Financial LLC (2.23%). Together, the top 10 institutions control 17.0% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their VMO positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of VMO
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 1.71M | 2.54% | +12.2% |
| RiverNorth Capital Management, LLC | 1.70M | 2.53% | -37.7% |
| LPL Financial LLC | 1.51M | 2.23% | -1.8% |
| Guggenheim Capital, LLC | 1.38M | 2.05% | -8.1% |
| Hennion & Walsh Asset Management, Inc. | 1.28M | 1.89% | +89.8% |
| UBS Group AG | 999.42K | 1.48% | -6.1% |
| Advisors Asset Management, Inc. | 869.33K | 1.29% | +17.4% |
| Raymond James Financial, Inc. | 799.32K | 1.19% | +1.3% |
| SIT Investment Associates Inc | 623.99K | 0.93% | 0.0% |
| Wells Fargo & Company | 613.96K | 0.91% | +1.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of VMO
| Fund | Shares | % Held |
|---|---|---|
| RiverNorth Managed Duration Municipal Income Fund Inc. | 543.08K | 0.81% |
| VanEck ETF Trust-VanEck CEF Muni Income ETF | 464.60K | 0.69% |
| RiverNorth Managed Duration Municipal Income Fund II Inc. | 389.68K | 0.58% |
| RiverNorth Flexible Municipal Income Fund II Inc. | 388.88K | 0.58% |
| RiverNorth Flexible Municipal Income Fund Inc. | 204.15K | 0.30% |
| RiverNorth Opportunistic Municipal Income Fund Inc. | 177.54K | 0.26% |
| Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund | 176.91K | 0.26% |
| INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund | 76.47K | 0.11% |
| SIT MUTUAL FUNDS II INC-Sit Tax-Free Income Fund | 62.24K | 0.09% |
| Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund | 24.98K | 0.04% |
Frequently asked questions
Who is the largest shareholder of Invesco Municipal Opportunity?
Morgan Stanley is the largest institutional shareholder of VMO, owning 2.54% of shares outstanding (1.71M shares) as of its latest 13F filing.
What percentage of Invesco Municipal Opportunity is owned by institutions?
Institutions own about 24.9% of VMO shares and 24.9% of the public float.
How much of Invesco Municipal Opportunity do insiders own?
Insiders, such as officers and directors, own about 0.00% of VMO shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.