We are live on ! Find out more
OIA icon

Invesco Municipal Income Opportunities Trust

74 hedge funds and large institutions have $49.9M invested in Invesco Municipal Income Opportunities Trust in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 8

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

6% more capital invested

Capital invested by funds: $47.2M → $49.9M (+$2.73M)

4% more funds holding

Funds holding: 7174 (+3)

0.62% more ownership

Funds ownership: 16.44%17.06% (+0.62%)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
25
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$7.89M +$1.4M +227,234 +21%
GC
2
Guggenheim Capital
Illinois
$5.87M -$397K -64,170 -6%
Bank of America
3
Bank of America
North Carolina
$5.28M -$777K -125,705 -13%
Raymond James Financial
4
Raymond James Financial
Florida
$4.57M +$562K +90,882 +14%
Ameriprise
5
Ameriprise
Minnesota
$3.5M +$52.1K +8,421 +1%
Morgan Stanley
6
Morgan Stanley
New York
$2.59M +$96K +15,527 +4%
Wells Fargo
7
Wells Fargo
California
$1.82M +$111K +17,910 +6%
VanEck Associates
8
VanEck Associates
New York
$1.69M +$16K +2,588 +1%
UBS Group
9
UBS Group
Switzerland
$1.66M +$391K +63,230 +30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.52M +$5.71K +923 +0.4%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.37M +$139K +22,443 +11%
LPL Financial
12
LPL Financial
California
$996K +$69.4K +11,227 +7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$876K +$36.2K +5,847 +4%
Osaic Holdings
14
Osaic Holdings
Arizona
$842K -$258K -41,747 -23%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$705K +$538K +87,090 +315%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$593K +$46.4K +7,504 +8%
SAI
17
Savvy Advisors Inc
New York
$492K
MWM
18
Melfa Wealth Management
Massachusetts
$459K
MML Investors Services
19
MML Investors Services
Massachusetts
$432K -$27.7K -4,481 -6%
Invesco
20
Invesco
Georgia
$392K +$395K +63,858 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$381K +$28.4K +4,591 +8%
HighTower Advisors
22
HighTower Advisors
Illinois
$343K +$4.82K +780 +1%
NA
23
NewEdge Advisors
Louisiana
$330K -$149K -24,050 -31%
MT
24
Midwest Trust
Kansas
$264K
EAM
25
Everstar Asset Management
North Carolina
$260K -$1.14K -185 -0.4%

OIA Hedge Fund Activity: Q1 2026 in Review

74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2026, worth a combined $49.9M — up 5.8% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OIA positions and 10 closed out — a net gain of 4 holders — while 25 added to existing stakes and 8 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.4M. The largest seller was Bank of America, cutting an estimated $777K.

  • 74 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2026, up from 71 in Q4 2025.
  • Funds reported $49.9M of Invesco Municipal Income Opportunities Trust stock for Q1 2026, up 5.8% quarter-over-quarter.
  • 14 funds opened new Invesco Municipal Income Opportunities Trust positions in Q1 2026 and 10 closed out, a net change of +4 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2026 was Hennion & Walsh Asset Management, an estimated $1.4M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q1 2026 was Bank of America, an estimated $777K sold.

Based on aggregated 13F filings for Q1 2026.