Invesco Municipal Income OppOIA

13F holders, Q4 2024 (December 31)
72holders +9
18new positions
10sold out
1famous investor
$5.90avg. 13F price*

At the end of Q4 2024, 72 institutions reported holding Invesco Municipal Income Opp (OIA) in their 13F filings, up 9 from Q3 2024. 18 opened new positions and 10 sold out. The largest holders were Guggenheim Capital LLC ($6.8M), Bank of America Corp. ($5.0M) and Ameriprise Financial Inc. ($4.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Municipal Income Opp
CUSIP
46132X101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 59Q1 2024Q2 2024: 61Q2 2024Q3 2024: 63Q3 2024Q4 2024: 72Q4 2024Q1 2025: 72Q1 2025Q2 2025: 69Q2 2025Q3 2025: 61Q3 2025Q4 2025: 70Q4 2025Q1 2026: 74Q1 2026Q2 2026: 74Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions18$4.2M
Exits10$1.6M

All 13F filers, Q3 2024 → Q4 2024: 1,017,781 shares bought and 601,641 shares sold, net +416,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 72 holders

Guggenheim Capital LLC 0.06% Add +5.4% 1,144,654 $6.8M
Bank of America Corp. 0.00% Add +4.5% 854,922 $5.0M
Ameriprise Financial Inc. 0.00% Reduce -0.4% 670,818 $4.0M
UBS Group AG 0.00% Add +8.8% 531,154 $3.1M
Morgan Stanley 0.00% Reduce -1.2% 440,791 $2.6M
Commonwealth Equity Services, LLC 0.00% Add +33.1% 265,083 $1.6M
Van Eck Associates Corp. 0.00% Add +10.0% 217,955 $1.3M
Logan Stone Capital, LLC 0.36% New 183,519 $1.1M
Raymond James Financial Inc. 0.00% — 164,960 $973K
LPL Financial LLC 0.00% Reduce -26.1% 121,794 $719K
Osaic Holdings, Inc. 0.00% Reduce -41.2% 113,719 $671K
Savvy Advisors, Inc. 0.08% New 107,803 $636K
Readystate Asset Management LP 0.04% New 90,018 $531K
MML Investors Services, LLC 0.00% Reduce -3.3% 87,394 $516K
Melfa Wealth Management, Inc. 0.30% No change 75,679 $447K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.4% 75,213 $444K
Avantax Advisory Services, Inc. 0.00% Add +27.2% 72,817 $430K
Rothschild Investment LLC 0.03% Reduce -3.5% 69,200 $408K
Nomura Holdings Inc. 0.00% New 68,206 $402K
Wolverine Asset Management LLC 0.03% New 67,120 $396K
Wells Fargo & Company 0.00% Reduce -31.3% 67,115 $396K
IHT Wealth Management, LLC 0.01% Reduce -5.0% 64,596 $381K
Everstar Asset Management, LLC 0.24% Reduce -51.4% 57,300 $338K
HighTower Advisors, LLC 0.00% Add +2.8% 52,649 $311K
NewEdge Advisors, LLC 0.00% Add +3.8% 48,552 $286K
Royal Bank of Canada 0.00% Add +22.9% 46,957 $277K
Sanctuary Advisors, LLC 0.00% Reduce -0.6% 43,893 $271K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.9% 44,864 $265K
Financial Counselors Inc. 0.00% No change 43,009 $254K
RFG Advisory, LLC 0.01% Add +24.4% 40,859 $241K
Insight Wealth Strategies, LLC 0.03% Add +0.6% 38,618 $228K
Virtu Financial LLC 0.01% Add +234.8% 35,233 $208K
Burford Brothers, Inc. 0.10% No change 34,470 $203K
Rockefeller Capital Management L.P. 0.00% Reduce -46.5% 34,292 $202K
Providence First Trust Co 0.06% Reduce -35.5% 29,046 $171K
Truist Financial Corp. 0.00% Add +0.5% 27,926 $165K
Nuveen Asset Management, LLC 0.00% Add +124.0% 27,025 $159K
Prospera Financial Services Inc 0.00% Add +0.6% 24,500 $145K
Landscape Capital Management, L.L.C. 0.01% New 24,014 $142K
Jane Street Group, LLC 0.00% New 23,129 $136K
Pathway Financial Advisers, LLC 0.04% Add +1.0% 22,493 $133K
PNC Financial Services Group, Inc. 0.00% Reduce -6.9% 22,485 $133K
Camelot Portfolios, LLC 0.13% No change 20,000 $118K
Horizon Kinetics Asset Management LLC 0.00% No change 19,911 $117K
XTX Topco Ltd 0.01% New 18,955 $112K
Janney Montgomery Scott LLC 0.00% New 18,898 $111K
Fairhaven Wealth Management, LLC 0.03% No change 18,450 $109K
Envestnet Asset Management Inc. 0.00% New 18,414 $109K
Citadel Advisors 0.00% New 18,054 $107K
Genesee Capital Advisors, LLC 0.05% No change 17,830 $105K
Atria Wealth Solutions, Inc. 0.00% Reduce -3.3% 17,651 $104K
Silverlake Wealth Management LLC 0.04% Add +0.7% 17,324 $102K
HRT Financial LP 0.00% New 16,088 $94K
Cetera Investment Advisers 0.00% Add +2.1% 15,311 $90K
Mariner, LLC 0.00% No change 15,275 $90K
Creekside Partners 0.05% No change 14,892 $88K
AlphaStar Capital Management, LLC 0.01% New 14,000 $83K
Fortitude Advisory Group L.L.C. 0.05% No change 13,468 $79K
Marex Group Ltd 0.00% New 13,181 $78K
Susquehanna International Group, LLP 0.00% New 12,613 $74K
Baird Financial Group, Inc. 0.00% No change 12,555 $74K
Phoenix Wealth Advisors 0.03% No change 11,235 $66K
Cornerstone Wealth Management, LLC 0.00% New 11,064 $65K
Farther Finance Advisors, LLC 0.00% Reduce -89.8% 9,375 $55K
Ameriflex Group, Inc. 0.02% — 8,000 $50K
Elequin Capital, LP 0.01% New 6,963 $41K
Signaturefd, LLC 0.00% New 4,880 $29K
Global Retirement Partners, LLC 0.00% No change 2,400 $14K
NBT Bank, N.A. 0.00% No change 1,824 $11K
First Horizon Advisors, Inc. 0.00% No change 500 $3K
Fourth Dimension Wealth, LLC 0.00% — 491 $3K
Activest Wealth Management 0.00% No change 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.