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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 300 | $1.77K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 491 | $2.90K | 0.00% | +491 | New |
| First Horizon Advisors, Inc. | 500 | $2.95K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,824 | $10.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,400 | $14.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,880 | $28.8K | 0.00% | +4,880 | New |
| Elequin Capital LP | 6,963 | $41.1K | 0.00% | +6,963 | New |
| Ameriflex Group, Inc. | 8,000 | $49.5K | 0.02% | +8,000 | New |
| Farther Finance Advisors, LLC | 9,375 | $55.3K | 0.00% | −82,057−89.7% | Reduced |
| Cornerstone Wealth Management, LLC | 11,064 | $65.3K | 0.00% | +11,064 | New |
| Phoenix Wealth Advisors | 11,235 | $66.3K | 0.03% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 12,555 | $74.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,613 | $74.4K | 0.00% | +12,613 | New |
| Marex Group plc | 13,181 | $77.8K | 0.00% | +13,181 | New |
| Fortitude Advisory Group L.L.C. | 13,468 | $79.5K | 0.05% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 14,000 | $82.6K | 0.01% | +14,000 | New |
| Creekside Partners | 14,892 | $87.9K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 15,275 | $90.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 15,311 | $90.3K | 0.00% | +322+2.1% | Added |
| HRT Financial LP | 16,088 | $94.0K | 0.00% | +16,088 | New |
| Silverlake Wealth Management LLC | 17,324 | $102.2K | 0.04% | +112+0.7% | Added |
| Atria Wealth Solutions, Inc. | 17,651 | $104.1K | 0.00% | −608−3.3% | Reduced |
| Genesee Capital Advisors, LLC | 17,830 | $105.2K | 0.05% | 00.0% | Unchanged |
| Citadel Advisors LLC | 18,054 | $106.5K | 0.00% | +18,054 | New |
| Envestnet Asset Management Inc | 18,414 | $108.6K | 0.00% | +18,414 | New |
| Fairhaven Wealth Management, LLC | 18,450 | $108.9K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,898 | $111.0K | 0.00% | +18,898 | New |
| XTX Topco Ltd | 18,955 | $111.8K | 0.01% | +18,955 | New |
| Horizon Kinetics Asset Management LLC | 19,911 | $117.5K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $118.0K | 0.13% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,485 | $132.7K | 0.00% | −1,677−6.9% | Reduced |
| Pathway Financial Advisers, LLC | 22,493 | $132.7K | 0.04% | +221+1.0% | Added |
| Jane Street Group, LLC | 23,129 | $136.5K | 0.00% | +23,129 | New |
| Landscape Capital Management, L.L.C. | 24,014 | $141.7K | 0.02% | +24,014 | New |
| Prospera Financial Services Inc | 24,500 | $144.6K | 0.00% | +138+0.6% | Added |
| Nuveen Asset Management, LLC | 27,025 | $159.4K | 0.00% | +14,960+124.0% | Added |
| Truist Financial Corp | 27,926 | $164.8K | 0.00% | +133+0.5% | Added |
| Providence First Trust Co | 29,046 | $171.4K | 0.06% | −16,000−35.5% | Reduced |
| Rockefeller Capital Management L.P. | 34,292 | $202.3K | 0.00% | −29,771−46.5% | Reduced |
| Burford Brothers, Inc. | 34,470 | $203.4K | 0.10% | 00.0% | Unchanged |
| Virtu Financial LLC | 35,233 | $208.0K | 0.01% | +24,708+234.8% | Added |
| Insight Wealth Strategies, LLC | 38,618 | $227.8K | 0.03% | +224+0.6% | Added |
| RFG Advisory, LLC | 40,859 | $241.1K | 0.01% | +8,027+24.4% | Added |
| Financial Counselors Inc | 43,009 | $253.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 44,864 | $265.0K | 0.00% | −8,467−15.9% | Reduced |
| Sanctuary Advisors, LLC | 43,893 | $270.8K | 0.00% | −258−0.6% | Reduced |
| Royal Bank of Canada | 46,957 | $277.0K | 0.00% | +8,738+22.9% | Added |
| GWM Advisors LLC | 48,552 | $286.5K | 0.00% | +1,769+3.8% | Added |
| HighTower Advisors, LLC | 52,649 | $310.6K | 0.00% | +1,413+2.8% | Added |
| Everstar Asset Management, LLC | 57,300 | $338.1K | 0.24% | −60,600−51.4% | Reduced |
| IHT Wealth Management, LLC | 64,596 | $381.1K | 0.01% | −3,400−5.0% | Reduced |
| Wells Fargo & Company | 67,115 | $396.0K | 0.00% | −30,597−31.3% | Reduced |
| Wolverine Asset Management LLC | 67,120 | $396.0K | 0.01% | +67,120 | New |
| Nomura Holdings Inc | 68,206 | $402.4K | 0.00% | +68,206 | New |
| Rothschild Investment LLC | 69,200 | $408.3K | 0.03% | −2,500−3.5% | Reduced |
| Avantax Advisory Services, Inc. | 72,817 | $429.6K | 0.00% | +15,587+27.2% | Added |
| Northwestern Mutual Wealth Management Co | 75,213 | $443.8K | 0.00% | −300−0.4% | Reduced |
| Melfa Wealth Management, LLC | 75,679 | $446.5K | 0.30% | 00.0% | Unchanged |
| MML Investors Services, LLC | 87,394 | $516.0K | 0.00% | −3,016−3.3% | Reduced |
| Readystate Asset Management LP | 90,018 | $531.1K | 0.02% | +90,018 | New |
| Savvy Advisors, Inc. | 107,803 | $636.0K | 0.08% | +107,803 | New |
| Advisor Group Holdings, Inc. | 113,719 | $671.0K | 0.00% | −79,816−41.2% | Reduced |
| LPL Financial LLC | 121,794 | $718.6K | 0.00% | −43,115−26.1% | Reduced |
| Raymond James Financial Inc | 164,960 | $973.3K | 0.00% | +164,960 | New |
| Logan Stone Capital, LLC | 183,519 | $1.08M | 0.36% | +183,519 | New |
| Van Eck Associates Corp | 217,955 | $1.29M | 0.00% | +19,889+10.0% | Added |
| Commonwealth Equity Services, LLC | 265,083 | $1.56M | 0.00% | +65,856+33.1% | Added |
| Morgan Stanley | 440,791 | $2.60M | 0.00% | −5,278−1.2% | Reduced |
| UBS Group AG | 531,154 | $3.13M | 0.00% | +42,759+8.8% | Added |
| Ameriprise Financial Inc | 670,818 | $3.96M | 0.00% | −2,664−0.4% | Reduced |
| Bank of America Corp | 854,922 | $5.04M | 0.00% | +36,999+4.5% | Added |
| Guggenheim Capital LLC | 1,144,654 | $6.75M | 0.06% | +59,007+5.4% | Added |
| 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 |