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Invesco Municipal Income Opportunities Trust

72 hedge funds and large institutions have $44.7M invested in Invesco Municipal Income Opportunities Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

14% more capital invested

Capital invested by funds: $39.2M → $44.7M (+$5.51M)

1.65% more ownership

Funds ownership: 13.94%15.59% (+1.7%)

0% more funds holding

Funds holding: 7272 (0)

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
23
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$314K -$91.2K -15,004 -22%
RA
27
RFG Advisory
Alabama
$306K +$60.3K +9,916 +24%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$302K +$19.5K +3,210 +7%
EAM
29
Everstar Asset Management
North Carolina
$300K -$44.9K -7,390 -13%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$265K -$4.67K -768 -2%
SA
31
Sanctuary Advisors
Indiana
$261K -$3.04K -500 -1%
FCI
32
Financial Counselors Inc
Kansas
$259K
NA
33
NewEdge Advisors
Louisiana
$250K -$42.6K -7,000 -14%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$246K +$40.4K +6,641 +19%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$234K +$121K +19,978 +106%
IWS
36
Insight Wealth Strategies
California
$234K +$1.42K +233 +0.6%
BB
37
Burford Brothers
Texas
$208K
RAM
38
Readystate Asset Management
Illinois
$200K -$345K -56,720 -63%
CI
39
CX Institutional
Indiana
$182K +$184K +30,200 New
PFT
40
Providence First Trust
Arizona
$156K -$18.7K -3,072 -11%
AWS
41
Atria Wealth Solutions
New York
$156K +$49.9K +8,210 +47%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$146K +$10.5K +1,725 +8%
AWA
43
Arkadios Wealth Advisors
Georgia
$139K +$140K +23,062 New
CP
44
Camelot Portfolios
Ohio
$120K
HKAM
45
Horizon Kinetics Asset Management
New York
$120K
Truist Financial
46
Truist Financial
North Carolina
$115K -$53.5K -8,804 -32%
JWCA
47
J.W. Cole Advisors
Florida
$113K +$114K +18,768 New
GCA
48
Genesee Capital Advisors
New York
$107K
SWM
49
Silverlake Wealth Management
Vermont
$105K +$717 +118 +0.7%
PFA
50
Pathway Financial Advisers
Indiana
$100K -$35.6K -5,855 -26%

OIA Hedge Fund Activity: Q1 2025 in Review

72 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2025, worth a combined $44.7M — up 14% from $39.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OIA positions and 10 closed out — a net gain of 2 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $2.22M. The largest seller was Logan Stone Capital, cutting an estimated $472K.

  • 72 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $44.7M of Invesco Municipal Income Opportunities Trust stock for Q1 2025, up 14% quarter-over-quarter.
  • 12 funds opened new Invesco Municipal Income Opportunities Trust positions in Q1 2025 and 10 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2025 was Rivernorth Capital Management, an estimated $2.22M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q1 2025 was Logan Stone Capital, an estimated $472K sold.

Based on aggregated 13F filings for Q1 2025.