Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Mun Opportunit Tr (VMO)

112 + Investors. Track Smart Money conviction in VMO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — VMO

Based on 112 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
112 hedge funds hold VMO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

60 buying36 selling
Last quarter: 60 funds were net buyers (17 opened a brand new position + 43 added to an existing one). Only 36 were sellers (25 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 21 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 21% medium 18% new
69 out of 112 hedge funds have held VMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~17 new funds/quarter

10 → 10 → 21 → 12 → 17 new funds/Q
New funds entering each quarter: 10 → 21 → 12 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

66% veterans 11% 1-2yr 23% new
Entry-cohort mix of 112 holders: 74 (66%) are 2+ year veterans, 12 entered 1–2 years ago, and 26 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
14 of 112 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VMO

In 2026 Q2, 60 hedge funds were net buyers of VMO (17 opened a new position, 43 added to an existing one), while 36 reduced or exited (25 trimmed, 11 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 35% of total institutional value in VMO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 112.

Hedge Fund Ownership: VMO

How many hedge funds hold VMO — quarterly history vs. share price
Quarterly hedge fund ownership of VMO vs. share price

Market Analysis: VMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VMO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: VMO
112 + Investors

Track Smart Money conviction in VMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 112 106 5.66%
13F Shares 17M 18M -5.79%
Total Value $156M $155M 0.44%
New Positions 17 12 +5
Increased Positions 43 41 +2
Closed Positions 11 15 -4
Reduced Positions 25 24 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VMO

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Institutional Holders (2026 Q2)

112 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VMO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 VMO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rivernorth Capital Management, LLC 0.80% 1,703,324 $16.8M
2 Worthington Financial Partners, LLC 0.70% 86,266 $851K
3 Garden State Investment Advisory Services LLC 0.62% 345,925 $3.4M
4 Wakefield Asset Management LLLP 0.51% 231,479 $2.3M
5 Garner Asset Management Corp 0.44% 138,563 $1.4M
6 Pursuit Wealth Strategies, LLC 0.41% 32,081 $317K
7 Hennion & Walsh Asset Management, Inc. 0.36% 1,277,578 $12.6M
8 Robinson Capital Management, LLC 0.33% 76,465 $755K
9 Petra Financial Advisors Inc 0.27% 58,046 $573K
10 Melfa Wealth Management, INC. 0.23% 42,828 $423K
11 Burford Brothers, Inc. 0.18% 48,690 $481K
12 Gridiron Partners, LLC 0.14% 27,298 $269K
13 Wealth Alliance Advisory Group, LLC 0.14% 95,961 $947K
14 Advisors Asset Management, Inc. 0.13% 869,326 $8.6M
15 Planning Alternatives Ltd /Adv 0.11% 103,000 $1.0M
16 Guggenheim Capital LLC 0.09% 1,380,117 $13.6M
17 Jfs Wealth Advisors, LLC 0.07% 146,154 $1.4M
18 Kercheville Advisors, LLC 0.06% 18,567 $183K
19 Live Oak Private Wealth LLC 0.05% 43,000 $424K
20 Collaborative Wealth Managment Inc. 0.05% 11,000 $109K
21 Worth Asset Management, LLC 0.04% 12,885 $127K
22 Pinnacle Bancorp, Inc. 0.04% 15,000 $148K
23 River Street Advisors LLC 0.04% 12,547 $124K
24 Alaska Wealth Advisors, LLC 0.03% 28,550 $282K
25 Insight Wealth Strategies, LLC 0.03% 28,558 $283K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Mun Opportunit Tr (VMO)

What does the Smart Money Trend signal show for VMO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VMO?

More buyers than sellers — 62% buying: Last quarter: 60 funds were net buyers (17 opened a brand new position + 43 added to an existing one). Only 36 were sellers (25 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VMO holders?

Strong quality — 35% AUM from major funds: 14 of 112 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VMO?

62% of holders stayed for 2+ years: 69 out of 112 hedge funds have held VMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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