Skip to main content
Equibles
OIA logo

OIA · Invesco Municipal Income Opportunities Trust

Track OIA — free Ask ALVIS about OIA
$6.13 +0.02 (+0.33%) At close · Jul 29
Market Cap
$293.82M
Shares
47.93M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 72
Total Value: $49,638,757
Total Shares: 8,061,801

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 74 13F filers
Top Holder
15.8%
Jun 2023 → Mar 2026 · range 12.1% – 17.3%
of institutional value
Top 5
54.3%
Jun 2023 → Mar 2026 · range 47.4% – 55.9%
of institutional value
Top 10
72.9%
Jun 2023 → Mar 2026 · range 68.1% – 73.6%
of institutional value
HHI
734
Jun 2023 → Mar 2026 · range 628 – 763
Broadly held
Showing 72 of 72
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mid Hennion & Walsh Asset Management, Inc. $7,819,551 15.75% 1,259,187
Large GUGGENHEIM CAPITAL LLC $5,871,510 11.83% 956,272
Mega BANK OF AMERICA CORP /DE/ Bank $5,280,160 10.64% 859,961
Mega RAYMOND JAMES FINANCIAL INC $4,568,631 9.20% 744,077
Mega AMERIPRISE FINANCIAL INC $3,503,975 7.06% 570,680
Mega MORGAN STANLEY $2,589,164 5.22% 421,688
Mega WELLS FARGO & COMPANY/MN $1,817,574 3.66% 296,022
Mega VAN ECK ASSOCIATES CORP $1,684,908 3.39% 274,415
Mega UBS Group AG $1,661,619 3.35% 270,622
Large COMMONWEALTH EQUITY SERVICES, LLC $1,609,048 3.24% 259,106
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,372,885 2.77% 223,597
Mega LPL Financial LLC $995,588 2.01% 162,148
Mega ENVESTNET ASSET MANAGEMENT INC $876,405 1.77% 142,737
Large OSAIC HOLDINGS, INC. $842,334 1.70% 137,188
Large Cambridge Investment Research Advisors, Inc. $727,060 1.46% 117,079
Large Cetera Investment Advisers $592,589 1.19% 96,513
Mid Savvy Advisors, Inc. $491,507 0.99% 80,050
Small MELFA WEALTH MANAGEMENT, INC. $464,383 0.94% 74,780
Large MML INVESTORS SERVICES, LLC $431,918 0.87% 70,345
Mega Invesco Ltd. $392,088 0.79% 63,858
Large Janney Montgomery Scott LLC $380,980 0.77% 62,049
Large HighTower Advisors, LLC $343,152 0.69% 55,888
Large NewEdge Advisors, LLC $294,953 0.59% 48,038
Mid Midwest Trust Co Bank $264,075 0.53% 43,009
Micro Everstar Asset Management, LLC $259,679 0.52% 42,293
Large Rockefeller Capital Management L.P. $257,640 0.52% 41,961
Small Insight Wealth Strategies, LLC $243,518 0.49% 39,214
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $233,191 0.47% 37,979
Mega ROYAL BANK OF CANADA Bank $231,791 0.47% 37,751
Small Burford Brothers, Inc. $214,058 0.43% 34,470
Mid IHT Wealth Management, LLC $200,913 0.40% 32,722
Mid Sanctuary Advisors, LLC $190,340 0.38% 31,000
Micro G2 CAPITAL MANAGEMENT, LLC / OH $176,789 0.36% 28,793
Micro Stronghold Wealth Management L.L.C. $160,286 0.32% 25,811
Mid Concurrent Investment Advisors, LLC $159,261 0.32% 25,646
Micro Southern Financial Group, LLC $130,323 0.26% 20,986
Small Camelot Portfolios, LLC $124,200 0.25% 20,000
Small Phoenix Wealth Advisors $119,889 0.24% 19,526
Mid RFG Advisory, LLC $114,580 0.23% 18,451
Small River Street Advisors LLC $114,574 0.23% 18,450
Micro Genesee Capital Advisors, LLC $109,476 0.22% 17,830
Small SILVERLAKE WEALTH MANAGEMENT LLC $109,187 0.22% 17,783
Small Advisor OS, LLC $104,275 0.21% 16,983
Small Pathway Financial Advisers, LLC $102,059 0.21% 16,622
Large Baird Financial Group, Inc. $98,332 0.20% 16,015
Mega Nuveen, LLC $98,049 0.20% 15,969
Small MCF Advisors LLC $94,635 0.19% 15,413
Large Mariner, LLC $93,788 0.19% 15,275
Micro Creekside Partners $91,436 0.18% 14,892
Small VISTA INVESTMENT PARTNERS II, LLC $86,610 0.17% 13,947
Small Fortitude Advisory Group L.L.C. $83,636 0.17% 13,468
Mid EVERGREEN CAPITAL MANAGEMENT LLC $80,195 0.16% 12,914
Mega Fisher Asset Management, LLC $78,923 0.16% 12,854
Mega CITADEL ADVISORS LLC $77,247 0.16% 12,581
Small NWF Advisory Services Inc. $75,550 0.15% 12,166
Mid Virtu Financial LLC $69,032 0.14% 11,243
Small Cornerstone Wealth Management, LLC $68,707 0.14% 11,064
Micro ENTREWEALTH, LLC $65,919 0.13% 10,736
Small AssuredPartners Investment Advisors, LLC $65,673 0.13% 10,696
Small Providence First Trust Co Bank $62,100 0.13% 10,000
Large Steward Partners Investment Advisory, LLC $28,870 0.06% 4,702
Mid ROTHSCHILD INVESTMENT LLC $27,261 0.05% 4,440
Large US BANCORP \DE\ Bank $22,472 0.05% 3,660
Mid NBT BANK N A /NY Bank $11,327 0.02% 1,824
Large JONES FINANCIAL COMPANIES LLLP $7,803 0.02% 1,271
Mega JPMORGAN CHASE & CO $7,048 0.01% 1,148
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $4,601 0.01% 741
Small HIGHLINE WEALTH PARTNERS LLC $3,726 0.01% 600
Mid FIRST HORIZON CORP $3,105 0.01% 500
Mid Larson Financial Group LLC $614 0.00% 100
Mega BlackRock, Inc. $6 0.00% 1
Mid SIGNATUREFD, LLC $6 0.00% 1
Key facts CIK 835333 CUSIP 46132X101 13F (30d) 23 filings 23 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)