Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO MUN OPPORTUNIT TR (VMO)

106 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — VMO

Based on 106 hedge funds · latest filing: 2025 Q4 · 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
106 funds currently hold this stock — 93% of the 3.0-year high of 114 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold VMO compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 60% buying

53 buying35 selling
Last quarter: 53 funds were net buyers (21 opened a brand new position + 32 added to an existing one). Only 35 were sellers (23 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new VMO position: 12 → 8 → 9 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 21% medium 19% new
64 out of 106 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.
💎

Buying through price weakness — shares -5%, value -95%

Value
-95%
Shares
-5%
Last quarter: funds added -5% more shares while total portfolio value only changed -95%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

17 → 12 → 8 → 9 → 21 new funds/Q
New funds entering each quarter: 12 → 8 → 9 → 21. A growing number of institutions are discovering VMO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 9% 1-2yr 25% new
Of 106 current holders: 70 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
13 of 106 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: VMO
2026 Q1 Stats Unlock in 16 days 106 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 106 97 9.28%
13F Shares 19M 20M -5.09%
Total Value $184M $4.03B -95.43%
New Positions 21 9 +12
Increased Positions 32 35 -3
Closed Positions 12 14 -2
Reduced Positions 23 25 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VMO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

106 + investors

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

Top 25 institutional holders of VMO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Worthington Financial Partners, LLC 0.71% 86,318 $821K
2 PURSUIT WEALTH STRATEGIES, LLC 0.58% 43,176 $413K
3 Garner Asset Management Corp 0.50% 135,921 $1.3M
4 Gridiron Partners, LLC 0.46% 78,605 $748K
5 MELFA WEALTH MANAGEMENT, INC. 0.23% 42,804 $407K
6 Burford Brothers, Inc. 0.19% 48,690 $463K
7 Wealth Alliance Advisory Group, LLC 0.16% 108,644 $1.0M
8 JFS WEALTH ADVISORS, LLC 0.08% 145,969 $1.4M
9 Live Oak Private Wealth LLC 0.06% 43,000 $409K
10 Kercheville Advisors, LLC 0.06% 18,567 $177K
11 MACKAY SHIELDS LLC 0.04% 126,255 $1.2M
12 Pinnacle Bancorp, Inc. 0.04% 15,000 $143K
13 River Street Advisors LLC 0.04% 12,547 $119K
14 Alaska Wealth Advisors, LLC 0.03% 28,550 $272K
15 Insight Wealth Strategies, LLC 0.03% 28,016 $266K
16 GILL CAPITAL PARTNERS, LLC 0.03% 10,189 $97K
17 Encompass More Asset Management 0.02% 12,630 $120K
18 Kestra Advisory Services, LLC 0.02% 523,813 $5.0M
19 Tradewinds Capital Management, LLC 0.02% 9,891 $94K
20 Stratos Wealth Advisors, LLC 0.01% 21,302 $203K
21 BAR HARBOR WEALTH MANAGEMENT 0.01% 19,795 $188K
22 Cambridge Investment Research Advisors, Inc. 0.01% 315,279 $3K
23 WPG Advisers, LLC 0.01% 963 $9K
24 Stratos Wealth Partners, LTD. 0.00% 36,721 $349K
25 Concurrent Investment Advisors, LLC 0.00% 38,241 $364K
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 — 60% buying: Last quarter: 53 funds were net buyers (21 opened a brand new position + 32 added to an existing one). Only 35 were sellers (23 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VMO holders?

Strong quality — 31% AUM from major funds: 13 of 106 holders rank in the top 100 by AUM, accounting for 31% 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?

60% of holders stayed for 2+ years: 64 out of 106 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.