OIA
Invesco Municipal Income Opportunities Trust
1W: +2.0%
1M: -5.4%
3M: -9.5%
YTD: -5.6%
1Y: -6.0%
3Y: +11.8%
5Y: -13.0%
$5.60
-0.14 (-2.44%)
Weekly Expected Move ±3.9%
$5
$5
$6
$6
$6
Institutional Ownership — OIA
82
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
50M
Total Invested
8
New Positions
20
Increased
21
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (90 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 1,259,187 | 7M | -25,135 | -2.0% | 6Q | SEC ↗ |
| 2 | GUGGENHEIM CAPITAL LLC | 889,362 | 5M | -66,910 | -7.0% | 29Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 694,936 | 4M | -49,141 | -6.6% | 7Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 692,453 | 4M | -167,508 | -19.5% | 15Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 565,992 | 3M | -4,688 | -0.8% | 16Q | SEC ↗ |
| 6 | MORGAN STANLEY | 430,527 | 2M | +8,839 | +2.1% | 60Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 323,013 | 2M | +26,991 | +9.1% | 65Q | SEC ↗ |
| 8 | VAN ECK ASSOCIATES CORP | 284,491 | 2M | +10,076 | +3.7% | 15Q | SEC ↗ |
| 9 | UBS Group AG | 267,645 | 1M | -2,977 | -1.1% | 47Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 259,106 | 1M | +11,709 | +4.7% | 35Q | SEC ↗ |
| 11 | PNC Financial Services Group, Inc. | 243,492 | 1M | +19,895 | +8.9% | 15Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 206,278 | 1M | +69,090 | +50.4% | 26Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 162,358 | 909K | +19,621 | +13.7% | 7Q | SEC ↗ |
| 14 | LPL Financial LLC | 152,975 | 857K | -9,173 | -5.7% | 61Q | SEC ↗ |
| 15 | Invesco Ltd. | 142,145 | 796K | +78,287 | +122.6% | 2Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 117,079 | 656K | +2,339 | +2.0% | 53Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 103,507 | 580K | +6,994 | +7.2% | 10Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 99,451 | 557K | +45,739 | +85.2% | 15Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 76,117 | 426K | +5,772 | +8.2% | 38Q | SEC ↗ |
| 20 | MELFA WEALTH MANAGEMENT, INC. | 74,780 | 419K | — | +0.0% | 15Q | SEC ↗ |
| 21 | Savvy Advisors, Inc. | 74,600 | 418K | -5,450 | -6.8% | 7Q | SEC ↗ |
| 22 | RIVERNORTH CAPITAL MANAGEMENT, LLC NEW | 62,345 | 349K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Janney Montgomery Scott LLC | 62,274 | 349K | +225 | +0.4% | 7Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 56,684 | 317K | +796 | +1.4% | 58Q | SEC ↗ |
| 25 | Midwest Trust Co | 43,009 | 241K | — | +0.0% | 5Q | SEC ↗ |
| 26 | Everstar Asset Management, LLC | 39,505 | 221K | -2,788 | -6.6% | 8Q | SEC ↗ |
| 27 | Insight Wealth Strategies, LLC | 39,214 | 220K | +250 | +0.6% | 31Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 37,979 | 213K | — | +0.0% | 51Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 37,897 | 212K | +146 | +0.4% | 58Q | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 35,340 | 198K | -6,621 | -15.8% | 26Q | SEC ↗ |
| 31 | Burford Brothers, Inc. | 34,470 | 193K | — | +0.0% | 11Q | SEC ↗ |
| 32 | Sanctuary Advisors, LLC | 31,000 | 174K | — | +0.0% | 9Q | SEC ↗ |
| 33 | G2 CAPITAL MANAGEMENT, LLC / OH | 28,793 | 161K | — | +0.0% | 3Q | SEC ↗ |
| 34 | IHT Wealth Management, LLC | 28,008 | 157K | -4,714 | -14.4% | 31Q | SEC ↗ |
| 35 | READYSTATE ASSET MANAGEMENT LP NEW | 27,989 | 157K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Stronghold Wealth Management L.L.C. | 25,811 | 145K | — | +0.0% | 3Q | SEC ↗ |
| 37 | Concurrent Investment Advisors, LLC | 25,646 | 144K | — | +0.0% | 4Q | SEC ↗ |
| 38 | Bank of New York Mellon Corp NEW | 22,861 | 128K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Southern Financial Group, LLC | 20,986 | 118K | -1 | -0.0% | 3Q | SEC ↗ |
| 40 | Camelot Portfolios, LLC | 20,000 | 112K | — | +0.0% | 43Q | SEC ↗ |
| 41 | NOMURA HOLDINGS INC NEW | 20,000 | 112K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Phoenix Wealth Advisors | 19,526 | 109K | — | +0.0% | 10Q | SEC ↗ |
| 43 | RFG Advisory, LLC | 18,451 | 103K | +252 | +1.4% | 14Q | SEC ↗ |
| 44 | River Street Advisors LLC | 18,450 | 103K | — | +0.0% | 5Q | SEC ↗ |
| 45 | Genesee Capital Advisors, LLC | 17,830 | 100K | — | +0.0% | 11Q | SEC ↗ |
| 46 | SILVERLAKE WEALTH MANAGEMENT LLC | 17,783 | 100K | — | +0.0% | 19Q | SEC ↗ |
| 47 | Advisor OS, LLC | 16,983 | 95K | — | +0.0% | 2Q | SEC ↗ |
| 48 | Pathway Financial Advisers, LLC | 16,776 | 94K | +154 | +0.9% | 12Q | SEC ↗ |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 16,489 | 92K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 16,015 | 90K | — | +0.0% | 21Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 62,345 | 349K |
| READYSTATE ASSET MANAGEMENT LP | 27,989 | 157K |
| Bank of New York Mellon Corp | 22,861 | 128K |
| NOMURA HOLDINGS INC | 20,000 | 112K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,489 | 92K |
| Global Retirement Partners, LLC | 2,400 | 13K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 741 | 4K |
| Operose Advisors LLC | 271 | 2K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 71,394 | 400K |
| Arlington Capital Management, Inc. | 34,852 | 195K |
| TRUIST FINANCIAL CORP | 19,174 | 107K |
| Arete Wealth Advisors, LLC | 18,603 | 104K |
| Marex Group plc | 17,500 | 98K |
| HRT FINANCIAL LP | 13,894 | 78K |
| Fisher Asset Management, LLC | 12,854 | 72K |
| CITADEL ADVISORS LLC | 12,581 | 70K |
| Virtu Financial LLC | 11,243 | 63K |
| Austin Wealth Management, LLC | 10,736 | 60K |
| Garton & Associates Financial Advis | 6,359 | 36K |
| Kestra Advisory Services, LLC | 3,923 | 22K |
| US BANCORP \DE | 3,660 | 20K |
| JPMORGAN CHASE & CO | 1,148 | 6K |
| Activest Wealth Management | 300 | 2K |
| DV Trading LLC | 1 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | +78,287 | +122.6% | 142,145 |
| OSAIC HOLDINGS, INC. | +69,090 | +50.4% | 206,278 |
| NewEdge Advisors, LLC | +45,739 | +85.2% | 99,451 |
| WELLS FARGO & COMPANY/MN | +26,991 | +9.1% | 323,013 |
| PNC Financial Services Group, Inc. | +19,895 | +8.9% | 243,492 |
| ENVESTNET ASSET MANAGEMENT INC | +19,621 | +13.7% | 162,358 |
| COMMONWEALTH EQUITY SERVICES, LLC | +11,709 | +4.7% | 259,106 |
| VAN ECK ASSOCIATES CORP | +10,076 | +3.7% | 284,491 |
| MORGAN STANLEY | +8,839 | +2.1% | 430,527 |
| JONES FINANCIAL COMPANIES LLLP | +7,405 | +582.6% | 8,676 |
| Cetera Investment Advisers | +6,994 | +7.2% | 103,507 |
| MML INVESTORS SERVICES, LLC | +5,772 | +8.2% | 76,117 |
| Cambridge Investment Research Advis | +2,339 | +2.0% | 117,079 |
| HighTower Advisors, LLC | +796 | +1.4% | 56,684 |
| RFG Advisory, LLC | +252 | +1.4% | 18,451 |
| Insight Wealth Strategies, LLC | +250 | +0.6% | 39,214 |
| Janney Montgomery Scott LLC | +225 | +0.4% | 62,274 |
| Pathway Financial Advisers, LLC | +154 | +0.9% | 16,776 |
| ROYAL BANK OF CANADA | +146 | +0.4% | 37,897 |
| AssuredPartners Investment Advisors | +19 | +0.2% | 10,715 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | -167,508 | -19.5% | 692,453 |
| GUGGENHEIM CAPITAL LLC | -66,910 | -7.0% | 889,362 |
| RAYMOND JAMES FINANCIAL INC | -49,141 | -6.6% | 694,936 |
| Hennion & Walsh Asset Management, I | -25,135 | -2.0% | 1,259,187 |
| LPL Financial LLC | -9,173 | -5.7% | 152,975 |
| Rockefeller Capital Management L.P. | -6,621 | -15.8% | 35,340 |
| Savvy Advisors, Inc. | -5,450 | -6.8% | 74,600 |
| IHT Wealth Management, LLC | -4,714 | -14.4% | 28,008 |
| AMERIPRISE FINANCIAL INC | -4,688 | -0.8% | 565,992 |
| Mariner, LLC | -4,093 | -26.8% | 11,182 |
| UBS Group AG | -2,977 | -1.1% | 267,645 |
| Everstar Asset Management, LLC | -2,788 | -6.6% | 39,505 |
| Southern Financial Group, LLC | -1 | -0.0% | 20,986 |