Invesco Municipal Income OppOIA
13F holders, Q3 2024 (September 30)63holders +2
7new positions
6sold out
$6.85avg. 13F price*
At the end of Q3 2024, 63 institutions reported holding Invesco Municipal Income Opp (OIA) in their 13F filings, up 2 from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Guggenheim Capital LLC ($7.4M), Bank of America Corp. ($5.6M) and Ameriprise Financial Inc. ($4.6M).
- Company
- Invesco Municipal Income Opp
- CUSIP
- 46132X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $809K |
| Exits | 6 | $870K |
All 13F filers, Q2 2024 → Q3 2024: 521,511 shares bought and 244,711 shares sold, net +276,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Guggenheim Capital LLC | 0.05% | Add +17.7% | 1,085,647 | $7.4M |
| Bank of America Corp. | 0.00% | Add +7.2% | 817,923 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1.5% | 673,482 | $4.6M |
| UBS Group AG | 0.00% | Add +10.9% | 488,395 | $3.4M |
| Morgan Stanley | 0.00% | Reduce -1.2% | 446,069 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 199,227 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.6% | 193,535 | $1.3M |
| Van Eck Associates Corp. | 0.00% | Reduce -3.4% | 198,066 | $1.3M |
| LPL Financial LLC | 0.00% | Add +11.7% | 164,909 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +11.7% | 139,435 | $957K |
| Everstar Asset Management, LLC | 0.55% | — | 117,900 | $809K |
| Wells Fargo & Company | 0.00% | Add +3.5% | 97,712 | $670K |
| Farther Finance Advisors, LLC | 0.02% | Add +32.3% | 91,432 | $627K |
| MML Investors Services, LLC | 0.00% | Reduce -5.7% | 90,410 | $620K |
| Raymond James & Associates | 0.00% | Reduce -5.9% | 84,341 | $579K |
| Melfa Wealth Management, Inc. | 0.34% | No change | 75,679 | $519K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 75,513 | $518K |
| Rothschild Investment LLC | 0.03% | No change | 71,700 | $492K |
| IHT Wealth Management, LLC | 0.01% | Reduce -13.3% | 67,996 | $467K |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.0% | 64,063 | $439K |
| Avantax Advisory Services, Inc. | 0.00% | Add +13.6% | 57,230 | $393K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 53,331 | $366K |
| HighTower Advisors, LLC | 0.00% | Add +0.9% | 51,236 | $351K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 46,783 | $321K |
| Providence First Trust Co | 0.13% | Add +7.3% | 45,046 | $309K |
| Financial Counselors Inc. | 0.00% | No change | 43,009 | $295K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.7% | 44,151 | $287K |
| Invesco Ltd. | 0.00% | Reduce -31.7% | 40,760 | $280K |
| Bessemer Group Inc. | 0.00% | New | 40,000 | $274K |
| Berkeley, Inc | 0.08% | Add +90.2% | 38,762 | $266K |
| Insight Wealth Strategies, LLC | 0.03% | Add +0.6% | 38,394 | $263K |
| Royal Bank of Canada | 0.00% | Reduce -19.9% | 38,219 | $262K |
| Burford Brothers, Inc. | 0.12% | No change | 34,470 | $236K |
| Focus Partners Wealth | 0.00% | New | 33,462 | $230K |
| RFG Advisory, LLC | 0.01% | Add +23.5% | 32,832 | $225K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +163.7% | 27,875 | $191K |
| Truist Financial Corp. | 0.00% | Add +0.5% | 27,793 | $191K |
| Arete Wealth Advisors, LLC | 0.01% | No change | 25,220 | $174K |
| Prospera Financial Services Inc | 0.00% | Add +1.1% | 24,362 | $167K |
| PNC Financial Services Group, Inc. | 0.00% | Add +30.9% | 24,162 | $166K |
| Pathway Financial Advisers, LLC | 0.07% | Add +0.9% | 22,272 | $153K |
| Camelot Portfolios, LLC | 0.14% | No change | 20,000 | $137K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 19,911 | $137K |
| Fairhaven Wealth Management, LLC | 0.04% | No change | 18,450 | $127K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.5% | 18,259 | $125K |
| Genesee Capital Advisors, LLC | 0.06% | No change | 17,830 | $122K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.6% | 17,212 | $118K |
| Mariner, LLC | 0.00% | No change | 15,275 | $105K |
| Cetera Investment Advisers | 0.00% | Add +0.3% | 14,989 | $103K |
| Creekside Partners | 0.05% | No change | 14,892 | $102K |
| Fortitude Advisory Group L.L.C. | 0.06% | No change | 13,468 | $92K |
| Baird Financial Group, Inc. | 0.00% | No change | 12,555 | $86K |
| Nuveen Asset Management, LLC | 0.00% | New | 12,065 | $83K |
| Modera Wealth Management, LLC | 0.00% | Reduce -26.2% | 11,640 | $80K |
| Phoenix Wealth Advisors | 0.04% | No change | 11,235 | $77K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -45.5% | 10,814 | $74K |
| Virtu Financial LLC | 0.00% | New | 10,525 | $72K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,400 | $16K |
| NBT Bank, N.A. | 0.00% | New | 1,824 | $13K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,784 | $12K |
| Private Trust Co. NA | 0.00% | No change | 1,200 | $8K |
| First Horizon Advisors, Inc. | 0.00% | No change | 500 | $3K |
| Activest Wealth Management | 0.00% | New | 300 | $2K |
"% of holder's portfolio" is OIA's weight in each manager's 13F, not the share of Invesco Municipal Income Opp the manager owns.