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Invesco Municipal Income Opportunities Trust
OIA

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: 71 → 74 (+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
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.4M
2
Raymond James Financial
Raymond James Financial
Florida
+$562K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$538K
4
Invesco
Invesco
Georgia
+$395K
5
UBS Group
UBS Group
Switzerland
+$391K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$777K
2
Jane Street
Jane Street
New York
-$429K
3
GC
Guggenheim Capital
Illinois
-$397K
4
Osaic Holdings
Osaic Holdings
Arizona
-$258K
5
NA
NewEdge Advisors
Louisiana
-$149K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$258K +$1.55K +251 +0.6%
IWS
27
Insight Wealth Strategies
California
$239K +$1.51K +244 +0.6%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$233K -$4.95K -800 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$232K +$878 +142 +0.4%
ACM
30
Arlington Capital Management
Illinois
$214K +$4.41K +713 +2%
BB
31
Burford Brothers
Texas
$212K – – –
IWM
32
IHT Wealth Management
Illinois
$201K +$49K +7,922 +32%
SA
33
Sanctuary Advisors
Indiana
$190K – – –
GCM
34
G2 Capital Management
Ohio
$177K – – –
SWM
35
Stronghold Wealth Management
Florida
$158K – – –
CIA
36
Concurrent Investment Advisors
Florida
$157K – – –
SFG
37
Southern Financial Group
Alabama
$129K +$247 +40 +0.2%
CP
38
Camelot Portfolios
Ohio
$123K – – –
PWA
39
Phoenix Wealth Advisors
North Carolina
$120K +$51.3K +8,291 +74%
Truist Financial
40
Truist Financial
North Carolina
$118K +$80 +13 +0.1%
RSA
41
River Street Advisors
Illinois
$113K – – –
RA
42
RFG Advisory
Alabama
$112K +$10.8K +1,740 +11%
GCA
43
Genesee Capital Advisors
New York
$109K – – –
SWM
44
Silverlake Wealth Management
Vermont
$109K – – –
AO
45
Advisor OS
Illinois
$104K +$105K +16,983 New
PFA
46
Pathway Financial Advisers
Indiana
$102K +$934 +151 +0.9%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$98.3K -$12.3K -1,986 -11%
N
48
Nuveen
North Carolina
$98K – – –
MA
49
MCF Advisors
Kentucky
$94.6K +$95.3K +15,413 New
Mariner
50
Mariner
Kansas
$93.8K – – –
1
2
3 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.