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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1 | $4 | 0.00% | −4,879−100.0% | Reduced |
| Activest Wealth Management | 300 | $1.81K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 491 | $2.96K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 500 | $3.01K | 0.00% | 00.0% | Unchanged |
| Motco | 527 | $3.17K | 0.00% | +527 | New |
| Hantz Financial Services, Inc. | 911 | $5.00K | 0.00% | +911 | New |
| NBT Bank N A | 1,824 | $11.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,562 | $14.4K | 0.00% | +2,562 | New |
| Austin Wealth Management, LLC | 10,736 | $61.8K | 0.01% | +10,736 | New |
| Entrewealth, LLC | 10,736 | $64.6K | 0.05% | +10,736 | New |
| HRT Financial LP | 10,906 | $65.0K | 0.00% | −5,182−32.2% | Reduced |
| Cornerstone Wealth Management, LLC | 11,064 | $66.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,226 | $67.6K | 0.00% | −4,085−26.7% | Reduced |
| Phoenix Wealth Advisors | 11,235 | $67.6K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 12,166 | $73.2K | 0.03% | +4,166+52.1% | Added |
| Baird Financial Group, Inc. | 12,555 | $75.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,468 | $76.5K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,906 | $83.7K | 0.00% | −10,594−43.2% | Reduced |
| Creekside Partners | 14,892 | $89.7K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 15,275 | $92.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,225 | $97.7K | 0.00% | +3,612+28.6% | Added |
| Pathway Financial Advisers, LLC | 16,638 | $100.2K | 0.03% | −5,855−26.0% | Reduced |
| Silverlake Wealth Management LLC | 17,442 | $105.0K | 0.04% | +118+0.7% | Added |
| Genesee Capital Advisors, LLC | 17,830 | $107.3K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 18,768 | $113.0K | 0.00% | +18,768 | New |
| Truist Financial Corp | 19,122 | $115.1K | 0.00% | −8,804−31.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 19,911 | $119.9K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 20,000 | $120.4K | 0.07% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 23,062 | $138.8K | 0.01% | +23,062 | New |
| The PNC Financial Services Group, Inc. | 24,210 | $145.7K | 0.00% | +1,725+7.7% | Added |
| Atria Wealth Solutions, Inc. | 25,861 | $155.7K | 0.00% | +8,210+46.5% | Added |
| Providence First Trust Co | 25,974 | $156.4K | 0.06% | −3,072−10.6% | Reduced |
| CX Institutional | 30,200 | $182.0K | 0.01% | +30,200 | New |
| Readystate Asset Management LP | 33,298 | $200.5K | 0.01% | −56,720−63.0% | Reduced |
| Burford Brothers, Inc. | 34,470 | $207.5K | 0.10% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 38,851 | $233.9K | 0.03% | +233+0.6% | Added |
| Janney Montgomery Scott LLC | 38,876 | $234.0K | 0.00% | +19,978+105.7% | Added |
| Rockefeller Capital Management L.P. | 40,933 | $246.4K | 0.00% | +6,641+19.4% | Added |
| GWM Advisors LLC | 41,552 | $250.1K | 0.00% | −7,000−14.4% | Reduced |
| Financial Counselors Inc | 43,009 | $258.9K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 43,393 | $261.2K | 0.00% | −500−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 44,096 | $265.0K | 0.00% | −768−1.7% | Reduced |
| Everstar Asset Management, LLC | 49,910 | $300.5K | 0.20% | −7,390−12.9% | Reduced |
| Royal Bank of Canada | 50,167 | $302.0K | 0.00% | +3,210+6.8% | Added |
| RFG Advisory, LLC | 50,775 | $305.7K | 0.01% | +9,916+24.3% | Added |
| Wells Fargo & Company | 52,111 | $313.7K | 0.00% | −15,004−22.4% | Reduced |
| HighTower Advisors, LLC | 52,691 | $317.2K | 0.00% | +42+0.1% | Added |
| IHT Wealth Management, LLC | 64,596 | $388.9K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 65,462 | $394.1K | 0.03% | +65,462 | New |
| Rothschild Investment LLC | 69,200 | $416.6K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 72,313 | $435.3K | 0.00% | −2,900−3.9% | Reduced |
| Melfa Wealth Management, LLC | 75,679 | $455.6K | 0.31% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 78,962 | $475.4K | 0.00% | +6,145+8.4% | Added |
| Envestnet Asset Management Inc | 87,346 | $525.8K | 0.00% | +68,932+374.3% | Added |
| MML Investors Services, LLC | 87,467 | $527.0K | 0.00% | +73+0.1% | Added |
| Wolverine Asset Management LLC | 92,836 | $558.9K | 0.01% | +25,716+38.3% | Added |
| Logan Stone Capital, LLC | 105,814 | $637.0K | 0.30% | −77,705−42.3% | Reduced |
| Savvy Advisors, Inc. | 113,948 | $686.0K | 0.07% | +6,145+5.7% | Added |
| LPL Financial LLC | 116,625 | $702.1K | 0.00% | −5,169−4.2% | Reduced |
| Landscape Capital Management, L.L.C. | 141,424 | $851.4K | 0.08% | +117,410+488.9% | Added |
| Raymond James Financial Inc | 154,298 | $928.9K | 0.00% | −10,662−6.5% | Reduced |
| Advisor Group Holdings, Inc. | 214,087 | $1.29M | 0.00% | +100,368+88.3% | Added |
| Van Eck Associates Corp | 225,901 | $1.36M | 0.00% | +7,946+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 267,293 | $1.61M | 0.07% | +267,293 | New |
| Commonwealth Equity Services, LLC | 283,996 | $1.71M | 0.00% | +18,913+7.1% | Added |
| Rivernorth Capital Management, LLC | 365,136 | $2.20M | 0.12% | +365,136 | New |
| Morgan Stanley | 478,908 | $2.88M | 0.00% | +38,117+8.6% | Added |
| UBS Group AG | 507,886 | $3.06M | 0.00% | −23,268−4.4% | Reduced |
| Ameriprise Financial Inc | 715,341 | $4.30M | 0.00% | +44,523+6.6% | Added |
| Bank of America Corp | 878,922 | $5.29M | 0.00% | +24,000+2.8% | Added |
| Guggenheim Capital LLC | 1,124,248 | $6.77M | 0.06% | −20,406−1.8% | 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 |