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, Q3 2025
Institutional positions in Invesco Municipal Income Opportunities Trust as of Sep 30, 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
- 61
- −5 vs. Q2 2025
- Shares held
- 6.97M
- −385.8K (−5.2%) vs. Q2 2025
- Total value
- $42.0M
- −$276.8K (−0.7%) vs. Q2 2025
- New holders
- 6
- 18 more added
- Sold out
- 11
- 17 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Invesco Municipal Income Opportunities Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 918,632 | $5.54M | 0.00% | +16,443+1.8% | Added |
| Guggenheim Capital LLC | 892,060 | $5.38M | 0.04% | −180,562−16.8% | Reduced |
| Ameriprise Financial Inc | 565,193 | $3.41M | 0.00% | −410.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 561,074 | $3.38M | 0.12% | +54,485+10.8% | Added |
| Raymond James Financial Inc | 546,875 | $3.30M | 0.00% | +386,668+241.4% | Added |
| Morgan Stanley | 442,097 | $2.67M | 0.00% | −57,019−11.4% | Reduced |
| UBS Group AG | 437,774 | $2.64M | 0.00% | −62,655−12.5% | Reduced |
| Commonwealth Equity Services, LLC | 249,479 | $1.50M | 0.00% | −70.0% | Reduced |
| Van Eck Associates Corp | 240,383 | $1.45M | 0.00% | +6,877+2.9% | Added |
| Advisor Group Holdings, Inc. | 208,772 | $1.24M | 0.00% | −21,926−9.5% | Reduced |
| Wells Fargo & Company | 165,216 | $996.3K | 0.00% | +63,977+63.2% | Added |
| LPL Financial LLC | 154,129 | $929.4K | 0.00% | +14,396+10.3% | Added |
| The PNC Financial Services Group, Inc. | 132,894 | $801.3K | 0.00% | +64,106+93.2% | Added |
| Envestnet Asset Management Inc | 114,059 | $687.8K | 0.00% | +10,826+10.5% | Added |
| Cetera Investment Advisers | 95,566 | $576.3K | 0.00% | +84,613+772.5% | Added |
| Savvy Advisors, Inc. | 89,536 | $539.9K | 0.02% | −18,872−17.4% | Reduced |
| Melfa Wealth Management, LLC | 85,429 | $515.1K | 0.30% | 00.0% | Unchanged |
| MML Investors Services, LLC | 78,939 | $476.0K | 0.00% | −7,106−8.3% | Reduced |
| GWM Advisors LLC | 60,752 | $366.3K | 0.00% | +23,000+60.9% | Added |
| Janney Montgomery Scott LLC | 57,458 | $346.0K | 0.00% | +1,250+2.2% | Added |
| HighTower Advisors, LLC | 54,312 | $327.5K | 0.00% | +817+1.5% | Added |
| RFG Advisory, LLC | 51,523 | $310.7K | 0.01% | +237+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 47,500 | $286.4K | 0.00% | −24,813−34.3% | Reduced |
| Royal Bank of Canada | 47,463 | $286.0K | 0.00% | +151+0.3% | Added |
| Everstar Asset Management, LLC | 43,917 | $264.8K | 0.15% | −4,185−8.7% | Reduced |
| Midwest Trust Co | 43,009 | $259.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 41,454 | $250.0K | 0.00% | +262+0.6% | Added |
| Insight Wealth Strategies, LLC | 39,360 | $237.3K | 0.03% | +257+0.7% | Added |
| Burford Brothers, Inc. | 34,470 | $207.9K | 0.09% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 31,000 | $186.9K | 0.00% | −2,530−7.5% | Reduced |
| Arlington Capital Management, Inc. | 30,109 | $181.6K | 0.12% | +30,109 | New |
| Cambridge Investment Research Advisors, Inc. | 28,761 | $173.0K | 0.00% | −10,623−27.0% | Reduced |
| Providence First Trust Co | 25,974 | $156.6K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 25,646 | $154.6K | 0.00% | +25,646 | New |
| IHT Wealth Management, LLC | 24,800 | $149.5K | 0.00% | −39,796−61.6% | Reduced |
| Jane Street Group, LLC | 21,855 | $131.8K | 0.00% | −11,980−35.4% | Reduced |
| Camelot Portfolios, LLC | 20,000 | $120.6K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 19,148 | $115.5K | 0.00% | +13+0.1% | Added |
| Susquehanna International Group, LLP | 19,026 | $114.7K | 0.00% | +19,026 | New |
| River Street Advisors LLC | 18,450 | $111.3K | 0.04% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 17,830 | $107.5K | 0.05% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,699 | $106.7K | 0.03% | +130+0.7% | Added |
| Baird Financial Group, Inc. | 16,555 | $99.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 16,320 | $98.4K | 0.03% | −474−2.8% | Reduced |
| Mariner, LLC | 15,275 | $92.1K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 14,892 | $89.8K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 13,947 | $84.1K | 0.04% | +13,947 | New |
| Fortitude Advisory Group L.L.C. | 13,468 | $81.2K | 0.04% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 12,166 | $73.4K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 11,235 | $67.7K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,064 | $66.7K | 0.00% | 00.0% | Unchanged |
| Entrewealth, LLC | 10,736 | $64.7K | 0.03% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 10,736 | $64.2K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $60.3K | 0.00% | −10,000−50.0% | Reduced |
| Rothschild Investment LLC | 4,440 | $26.8K | 0.00% | −60,760−93.2% | Reduced |
| Global Retirement Partners, LLC | 2,400 | $14.5K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,824 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 500 | $3.02K | 0.00% | +500 | New |
| Activest Wealth Management | 300 | $1.81K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 100 | $603 | 0.00% | +100 | New |
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −365,136−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −132,883−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −64,286−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,714−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −19,911−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −13,203−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −12,457−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −12,166−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,474−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Keudell/Morrison Wealth Management | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |