Invesco Municipal Income Opportunities Trust
OIA- Exchange
- NYSE
- SEC CIK
- 0000835333
No open-market purchases or sales by Invesco Municipal Income Opportunities Trust insiders were filed in the last 90 days; 74 institutions reported holding it in 13F filings for Q2 2026, worth $50.6M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Invesco Municipal Income Opportunities Trust as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 72
- +11 vs. Q3 2024
- Shares held
- 6.65M
- +589.6K (+9.7%) vs. Q3 2024
- Total value
- $39.2M
- −$2.27M (−5.5%) vs. Q3 2024
- New holders
- 21
- 18 more added
- Sold out
- 10
- 17 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OIA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 74 | $50.6M |
| Q1 2026 | 74 | $49.9M |
| Q4 2025 | 70 | $47.1M |
| Q3 2025 | 61 | $42.0M |
| Q2 2025 | 69 | $43.0M |
| Q1 2025 | 72 | $44.7M |
| Q4 2024 | 72 | $39.2M |
| Q3 2024 | 63 | $43.0M |
| Q2 2024 | 61 | $37.3M |
| Q1 2024 | 59 | $40.0M |
| Q4 2023 | 66 | $38.9M |
| Q3 2023 | 54 | $34.1M |
| Q2 2023 | 60 | $32.6M |
| Q1 2023 | 57 | $35.2M |
| Q4 2022 | 64 | $34.4M |
| Q3 2022 | 60 | $30.8M |
| Q2 2022 | 64 | $33.5M |
| Q1 2022 | 62 | $40.3M |
| Q4 2021 | 58 | $39.7M |
| Q3 2021 | 60 | $38.5M |
| Q2 2021 | 54 | $39.1M |
| Q1 2021 | 53 | $35.1M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,144,654 | $6.75M | 0.06% | +59,007+5.4% | Added |
| Bank of America Corp | 854,922 | $5.04M | 0.00% | +36,999+4.5% | Added |
| Ameriprise Financial Inc | 670,818 | $3.96M | 0.00% | −2,664−0.4% | Reduced |
| UBS Group AG | 531,154 | $3.13M | 0.00% | +42,759+8.8% | Added |
| Morgan Stanley | 440,791 | $2.60M | 0.00% | −5,278−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 265,083 | $1.56M | 0.00% | +65,856+33.1% | Added |
| Van Eck Associates Corp | 217,955 | $1.29M | 0.00% | +19,889+10.0% | Added |
| Logan Stone Capital, LLC | 183,519 | $1.08M | 0.36% | +183,519 | New |
| Raymond James Financial Inc | 164,960 | $973.3K | 0.00% | +164,960 | New |
| LPL Financial LLC | 121,794 | $718.6K | 0.00% | −43,115−26.1% | Reduced |
| Advisor Group Holdings, Inc. | 113,719 | $671.0K | 0.00% | −79,816−41.2% | Reduced |
| Savvy Advisors, Inc. | 107,803 | $636.0K | 0.08% | +107,803 | New |
| Readystate Asset Management LP | 90,018 | $531.1K | 0.02% | +90,018 | New |
| MML Investors Services, LLC | 87,394 | $516.0K | 0.00% | −3,016−3.3% | Reduced |
| Melfa Wealth Management, LLC | 75,679 | $446.5K | 0.30% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 75,213 | $443.8K | 0.00% | −300−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 72,817 | $429.6K | 0.00% | +15,587+27.2% | Added |
| Rothschild Investment LLC | 69,200 | $408.3K | 0.03% | −2,500−3.5% | Reduced |
| Nomura Holdings Inc | 68,206 | $402.4K | 0.00% | +68,206 | New |
| Wolverine Asset Management LLC | 67,120 | $396.0K | 0.01% | +67,120 | New |
| Wells Fargo & Company | 67,115 | $396.0K | 0.00% | −30,597−31.3% | Reduced |
| IHT Wealth Management, LLC | 64,596 | $381.1K | 0.01% | −3,400−5.0% | Reduced |
| Everstar Asset Management, LLC | 57,300 | $338.1K | 0.24% | −60,600−51.4% | Reduced |
| HighTower Advisors, LLC | 52,649 | $310.6K | 0.00% | +1,413+2.8% | Added |
| GWM Advisors LLC | 48,552 | $286.5K | 0.00% | +1,769+3.8% | Added |
| Royal Bank of Canada | 46,957 | $277.0K | 0.00% | +8,738+22.9% | Added |
| Sanctuary Advisors, LLC | 43,893 | $270.8K | 0.00% | −258−0.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 44,864 | $265.0K | 0.00% | −8,467−15.9% | Reduced |
| Financial Counselors Inc | 43,009 | $253.8K | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 40,859 | $241.1K | 0.01% | +8,027+24.4% | Added |
| Insight Wealth Strategies, LLC | 38,618 | $227.8K | 0.03% | +224+0.6% | Added |
| Virtu Financial LLC | 35,233 | $208.0K | 0.01% | +24,708+234.8% | Added |
| Burford Brothers, Inc. | 34,470 | $203.4K | 0.10% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 34,292 | $202.3K | 0.00% | −29,771−46.5% | Reduced |
| Providence First Trust Co | 29,046 | $171.4K | 0.06% | −16,000−35.5% | Reduced |
| Truist Financial Corp | 27,926 | $164.8K | 0.00% | +133+0.5% | Added |
| Nuveen Asset Management, LLC | 27,025 | $159.4K | 0.00% | +14,960+124.0% | Added |
| Prospera Financial Services Inc | 24,500 | $144.6K | 0.00% | +138+0.6% | Added |
| Landscape Capital Management, L.L.C. | 24,014 | $141.7K | 0.02% | +24,014 | New |
| Jane Street Group, LLC | 23,129 | $136.5K | 0.00% | +23,129 | New |
| Pathway Financial Advisers, LLC | 22,493 | $132.7K | 0.04% | +221+1.0% | Added |
| The PNC Financial Services Group, Inc. | 22,485 | $132.7K | 0.00% | −1,677−6.9% | Reduced |
| Camelot Portfolios, LLC | 20,000 | $118.0K | 0.13% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 19,911 | $117.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,955 | $111.8K | 0.01% | +18,955 | New |
| Janney Montgomery Scott LLC | 18,898 | $111.0K | 0.00% | +18,898 | New |
| Fairhaven Wealth Management, LLC | 18,450 | $108.9K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,414 | $108.6K | 0.00% | +18,414 | New |
| Citadel Advisors LLC | 18,054 | $106.5K | 0.00% | +18,054 | New |
| Genesee Capital Advisors, LLC | 17,830 | $105.2K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 17,651 | $104.1K | 0.00% | −608−3.3% | Reduced |
| Silverlake Wealth Management LLC | 17,324 | $102.2K | 0.04% | +112+0.7% | Added |
| HRT Financial LP | 16,088 | $94.0K | 0.00% | +16,088 | New |
| Cetera Investment Advisers | 15,311 | $90.3K | 0.00% | +322+2.1% | Added |
| Mariner, LLC | 15,275 | $90.1K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 14,892 | $87.9K | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 14,000 | $82.6K | 0.01% | +14,000 | New |
| Fortitude Advisory Group L.L.C. | 13,468 | $79.5K | 0.05% | 00.0% | Unchanged |
| Marex Group plc | 13,181 | $77.8K | 0.00% | +13,181 | New |
| Susquehanna International Group, LLP | 12,613 | $74.4K | 0.00% | +12,613 | New |
| Baird Financial Group, Inc. | 12,555 | $74.1K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 11,235 | $66.3K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,064 | $65.3K | 0.00% | +11,064 | New |
| Farther Finance Advisors, LLC | 9,375 | $55.3K | 0.00% | −82,057−89.7% | Reduced |
| Ameriflex Group, Inc. | 8,000 | $49.5K | 0.02% | +8,000 | New |
| Elequin Capital LP | 6,963 | $41.1K | 0.00% | +6,963 | New |
| Signaturefd, LLC | 4,880 | $28.8K | 0.00% | +4,880 | New |
| Global Retirement Partners, LLC | 2,400 | $14.2K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,824 | $10.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $2.95K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 491 | $2.90K | 0.00% | +491 | New |
| Activest Wealth Management | 300 | $1.77K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 0 | $0 | 0.00% | −40,760−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Berkeley, Inc | 0 | $0 | 0.00% | −38,762−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −33,462−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −27,875−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,220−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −11,640−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,814−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |