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, Q1 2025
Institutional positions in Invesco Municipal Income Opportunities Trust as of Mar 31, 2025. 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
- +3 vs. Q4 2024
- Shares held
- 7.43M
- +834.5K (+12.6%) vs. Q4 2024
- Total value
- $44.7M
- +$5.79M (+14.9%) vs. Q4 2024
- New holders
- 12
- 23 more added
- Sold out
- 9
- 19 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 1,124,248 | $6.77M | 0.06% | −20,406−1.8% | Reduced |
| Bank of America Corp | 878,922 | $5.29M | 0.00% | +24,000+2.8% | Added |
| Ameriprise Financial Inc | 715,341 | $4.30M | 0.00% | +44,523+6.6% | Added |
| UBS Group AG | 507,886 | $3.06M | 0.00% | −23,268−4.4% | Reduced |
| Morgan Stanley | 478,908 | $2.88M | 0.00% | +38,117+8.6% | Added |
| Rivernorth Capital Management, LLC | 365,136 | $2.20M | 0.12% | +365,136 | New |
| Commonwealth Equity Services, LLC | 283,996 | $1.71M | 0.00% | +18,913+7.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 267,293 | $1.61M | 0.07% | +267,293 | New |
| Van Eck Associates Corp | 225,901 | $1.36M | 0.00% | +7,946+3.6% | Added |
| Advisor Group Holdings, Inc. | 214,087 | $1.29M | 0.00% | +100,368+88.3% | Added |
| Raymond James Financial Inc | 154,298 | $928.9K | 0.00% | −10,662−6.5% | Reduced |
| Landscape Capital Management, L.L.C. | 141,424 | $851.4K | 0.08% | +117,410+488.9% | Added |
| LPL Financial LLC | 116,625 | $702.1K | 0.00% | −5,169−4.2% | Reduced |
| Savvy Advisors, Inc. | 113,948 | $686.0K | 0.07% | +6,145+5.7% | Added |
| Logan Stone Capital, LLC | 105,814 | $637.0K | 0.30% | −77,705−42.3% | Reduced |
| Wolverine Asset Management LLC | 92,836 | $558.9K | 0.01% | +25,716+38.3% | Added |
| MML Investors Services, LLC | 87,467 | $527.0K | 0.00% | +73+0.1% | Added |
| Envestnet Asset Management Inc | 87,346 | $525.8K | 0.00% | +68,932+374.3% | Added |
| Avantax Advisory Services, Inc. | 78,962 | $475.4K | 0.00% | +6,145+8.4% | Added |
| Melfa Wealth Management, LLC | 75,679 | $455.6K | 0.31% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72,313 | $435.3K | 0.00% | −2,900−3.9% | Reduced |
| Rothschild Investment LLC | 69,200 | $416.6K | 0.03% | 00.0% | Unchanged |
| Advisor Resource Council | 65,462 | $394.1K | 0.03% | +65,462 | New |
| IHT Wealth Management, LLC | 64,596 | $388.9K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 52,691 | $317.2K | 0.00% | +42+0.1% | Added |
| Wells Fargo & Company | 52,111 | $313.7K | 0.00% | −15,004−22.4% | Reduced |
| RFG Advisory, LLC | 50,775 | $305.7K | 0.01% | +9,916+24.3% | Added |
| Royal Bank of Canada | 50,167 | $302.0K | 0.00% | +3,210+6.8% | Added |
| Everstar Asset Management, LLC | 49,910 | $300.5K | 0.20% | −7,390−12.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 44,096 | $265.0K | 0.00% | −768−1.7% | Reduced |
| Sanctuary Advisors, LLC | 43,393 | $261.2K | 0.00% | −500−1.1% | Reduced |
| Financial Counselors Inc | 43,009 | $258.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 41,552 | $250.1K | 0.00% | −7,000−14.4% | Reduced |
| Rockefeller Capital Management L.P. | 40,933 | $246.4K | 0.00% | +6,641+19.4% | Added |
| Janney Montgomery Scott LLC | 38,876 | $234.0K | 0.00% | +19,978+105.7% | Added |
| Insight Wealth Strategies, LLC | 38,851 | $233.9K | 0.03% | +233+0.6% | Added |
| Burford Brothers, Inc. | 34,470 | $207.5K | 0.10% | 00.0% | Unchanged |
| Readystate Asset Management LP | 33,298 | $200.5K | 0.01% | −56,720−63.0% | Reduced |
| CX Institutional | 30,200 | $182.0K | 0.01% | +30,200 | New |
| Providence First Trust Co | 25,974 | $156.4K | 0.06% | −3,072−10.6% | Reduced |
| Atria Wealth Solutions, Inc. | 25,861 | $155.7K | 0.00% | +8,210+46.5% | Added |
| The PNC Financial Services Group, Inc. | 24,210 | $145.7K | 0.00% | +1,725+7.7% | Added |
| Arkadios Wealth Advisors | 23,062 | $138.8K | 0.01% | +23,062 | New |
| Camelot Portfolios, LLC | 20,000 | $120.4K | 0.07% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 19,911 | $119.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 19,122 | $115.1K | 0.00% | −8,804−31.5% | Reduced |
| J.W. Cole Advisors, Inc. | 18,768 | $113.0K | 0.00% | +18,768 | New |
| Genesee Capital Advisors, LLC | 17,830 | $107.3K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,442 | $105.0K | 0.04% | +118+0.7% | Added |
| Pathway Financial Advisers, LLC | 16,638 | $100.2K | 0.03% | −5,855−26.0% | Reduced |
| Susquehanna International Group, LLP | 16,225 | $97.7K | 0.00% | +3,612+28.6% | Added |
| Mariner, LLC | 15,275 | $92.0K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 14,892 | $89.7K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,906 | $83.7K | 0.00% | −10,594−43.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 13,468 | $76.5K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 12,555 | $75.6K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 12,166 | $73.2K | 0.03% | +4,166+52.1% | Added |
| Phoenix Wealth Advisors | 11,235 | $67.6K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,226 | $67.6K | 0.00% | −4,085−26.7% | Reduced |
| Cornerstone Wealth Management, LLC | 11,064 | $66.6K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 10,906 | $65.0K | 0.00% | −5,182−32.2% | Reduced |
| Entrewealth, LLC | 10,736 | $64.6K | 0.05% | +10,736 | New |
| Austin Wealth Management, LLC | 10,736 | $61.8K | 0.01% | +10,736 | New |
| CIBC Private Wealth Group, LLC | 2,562 | $14.4K | 0.00% | +2,562 | New |
| NBT Bank N A | 1,824 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 911 | $5.00K | 0.00% | +911 | New |
| Motco | 527 | $3.17K | 0.00% | +527 | New |
| First Horizon Advisors, Inc. | 500 | $3.01K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 491 | $2.96K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 300 | $1.81K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1 | $4 | 0.00% | −4,879−100.0% | Reduced |
| McClarren Financial Advisors, Inc. | 6 | – | – | +6 | New |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −68,206−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −35,233−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,129−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,955−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −18,054−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −13,181−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −9,375−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −6,963−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Fairhaven Wealth Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |