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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 100 | $603 | 0.00% | +100 | New |
| Activest Wealth Management | 300 | $1.81K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 500 | $3.02K | 0.00% | +500 | New |
| NBT Bank N A | 1,824 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,400 | $14.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4,440 | $26.8K | 0.00% | −60,760−93.2% | Reduced |
| Nomura Holdings Inc | 10,000 | $60.3K | 0.00% | −10,000−50.0% | Reduced |
| Austin Wealth Management, LLC | 10,736 | $64.2K | 0.01% | 00.0% | Unchanged |
| Entrewealth, LLC | 10,736 | $64.7K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 11,064 | $66.7K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 11,235 | $67.7K | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 12,166 | $73.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,468 | $81.2K | 0.04% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 13,947 | $84.1K | 0.04% | +13,947 | New |
| Creekside Partners | 14,892 | $89.8K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 15,275 | $92.1K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 16,320 | $98.4K | 0.03% | −474−2.8% | Reduced |
| Baird Financial Group, Inc. | 16,555 | $99.8K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,699 | $106.7K | 0.03% | +130+0.7% | Added |
| Genesee Capital Advisors, LLC | 17,830 | $107.5K | 0.05% | 00.0% | Unchanged |
| River Street Advisors LLC | 18,450 | $111.3K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,026 | $114.7K | 0.00% | +19,026 | New |
| Truist Financial Corp | 19,148 | $115.5K | 0.00% | +13+0.1% | Added |
| Camelot Portfolios, LLC | 20,000 | $120.6K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,855 | $131.8K | 0.00% | −11,980−35.4% | Reduced |
| IHT Wealth Management, LLC | 24,800 | $149.5K | 0.00% | −39,796−61.6% | Reduced |
| Concurrent Investment Advisors, LLC | 25,646 | $154.6K | 0.00% | +25,646 | New |
| Providence First Trust Co | 25,974 | $156.6K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 28,761 | $173.0K | 0.00% | −10,623−27.0% | Reduced |
| Arlington Capital Management, Inc. | 30,109 | $181.6K | 0.12% | +30,109 | New |
| Sanctuary Advisors, LLC | 31,000 | $186.9K | 0.00% | −2,530−7.5% | Reduced |
| Burford Brothers, Inc. | 34,470 | $207.9K | 0.09% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 39,360 | $237.3K | 0.03% | +257+0.7% | Added |
| Rockefeller Capital Management L.P. | 41,454 | $250.0K | 0.00% | +262+0.6% | Added |
| Midwest Trust Co | 43,009 | $259.3K | 0.00% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 43,917 | $264.8K | 0.15% | −4,185−8.7% | Reduced |
| Royal Bank of Canada | 47,463 | $286.0K | 0.00% | +151+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 47,500 | $286.4K | 0.00% | −24,813−34.3% | Reduced |
| RFG Advisory, LLC | 51,523 | $310.7K | 0.01% | +237+0.5% | Added |
| HighTower Advisors, LLC | 54,312 | $327.5K | 0.00% | +817+1.5% | Added |
| Janney Montgomery Scott LLC | 57,458 | $346.0K | 0.00% | +1,250+2.2% | Added |
| GWM Advisors LLC | 60,752 | $366.3K | 0.00% | +23,000+60.9% | Added |
| MML Investors Services, LLC | 78,939 | $476.0K | 0.00% | −7,106−8.3% | Reduced |
| Melfa Wealth Management, LLC | 85,429 | $515.1K | 0.30% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 89,536 | $539.9K | 0.02% | −18,872−17.4% | Reduced |
| Cetera Investment Advisers | 95,566 | $576.3K | 0.00% | +84,613+772.5% | Added |
| Envestnet Asset Management Inc | 114,059 | $687.8K | 0.00% | +10,826+10.5% | Added |
| The PNC Financial Services Group, Inc. | 132,894 | $801.3K | 0.00% | +64,106+93.2% | Added |
| LPL Financial LLC | 154,129 | $929.4K | 0.00% | +14,396+10.3% | Added |
| Wells Fargo & Company | 165,216 | $996.3K | 0.00% | +63,977+63.2% | Added |
| Advisor Group Holdings, Inc. | 208,772 | $1.24M | 0.00% | −21,926−9.5% | Reduced |
| Van Eck Associates Corp | 240,383 | $1.45M | 0.00% | +6,877+2.9% | Added |
| Commonwealth Equity Services, LLC | 249,479 | $1.50M | 0.00% | −70.0% | Reduced |
| UBS Group AG | 437,774 | $2.64M | 0.00% | −62,655−12.5% | Reduced |
| Morgan Stanley | 442,097 | $2.67M | 0.00% | −57,019−11.4% | Reduced |
| Raymond James Financial Inc | 546,875 | $3.30M | 0.00% | +386,668+241.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 561,074 | $3.38M | 0.12% | +54,485+10.8% | Added |
| Ameriprise Financial Inc | 565,193 | $3.41M | 0.00% | −410.0% | Reduced |
| Guggenheim Capital LLC | 892,060 | $5.38M | 0.04% | −180,562−16.8% | Reduced |
| Bank of America Corp | 918,632 | $5.54M | 0.00% | +16,443+1.8% | Added |
| 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 |