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Invesco Municipal Income Opportunities Trust
OIA

71 hedge funds and large institutions have $47.2M invested in Invesco Municipal Income Opportunities Trust in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

16% more funds holding

Funds holding: 61 → 71 (+10)

12% more capital invested

Capital invested by funds: $42M → $47.2M (+$5.22M)

1.83% more ownership

Funds ownership: 14.61% → 16.44% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.99M
2
GC
Guggenheim Capital
Illinois
+$774K
3
Wells Fargo
Wells Fargo
California
+$681K
4
Raymond James Financial
Raymond James Financial
Florida
+$641K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$412K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.39M
2
Morgan Stanley
Morgan Stanley
New York
-$217K
3
RA
RFG Advisory
Alabama
-$211K
4
Osaic Holdings
Osaic Holdings
Arizona
-$180K
5
PFT
Providence First Trust
Arizona
-$96.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$233K -$52.6K -8,721 -18%
IWS
27
Insight Wealth Strategies
California
$233K -$3.86K -640 -2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$226K -$59.4K -9,854 -21%
BB
29
Burford Brothers
Texas
$207K – – –
ACM
30
Arlington Capital Management
Illinois
$205K +$24.3K +4,030 +13%
SA
31
Sanctuary Advisors
Indiana
$186K – – –
GCM
32
G2 Capital Management
Ohio
$173K +$174K +28,793 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$166K -$6.7K -1,111 -4%
SWM
34
Stronghold Wealth Management
Florida
$155K +$156K +25,811 New
CIA
35
Concurrent Investment Advisors
Florida
$154K – – –
IWM
36
IHT Wealth Management
Illinois
$149K – – –
SFG
37
Southern Financial Group
Alabama
$126K +$126K +20,947 New
CP
38
Camelot Portfolios
Ohio
$120K – – –
Truist Financial
39
Truist Financial
North Carolina
$115K +$78 +13 +0.1%
AWA
40
Arete Wealth Advisors
Illinois
$112K +$112K +18,603 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$112K -$2.5K -415 -2%
RSA
42
River Street Advisors
Illinois
$111K – – –
Baird Financial Group
43
Baird Financial Group
Wisconsin
$108K +$8.72K +1,446 +9%
GCA
44
Genesee Capital Advisors
New York
$107K – – –
SWM
45
Silverlake Wealth Management
Vermont
$107K +$507 +84 +0.5%
MG
46
Marex Group
$105K +$106K +17,500 New
PFA
47
Pathway Financial Advisers
Indiana
$99K +$911 +151 +0.9%
RA
48
RFG Advisory
Alabama
$98.9K -$211K -35,064 -68%
Nomura Holdings
49
Nomura Holdings
Japan
$97.7K +$37.7K +6,250 +63%
N
50
Nuveen
North Carolina
$96K +$96.3K +15,969 New
1
2
3

OIA Hedge Fund Activity: Q4 2025 in Review

71 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2025, worth a combined $47.2M — up 12% from $42M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OIA positions and 2 closed out — a net gain of 10 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $2.99M. The largest seller was UBS Group, cutting an estimated $1.39M.

  • 71 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $47.2M of Invesco Municipal Income Opportunities Trust stock for Q4 2025, up 12% quarter-over-quarter.
  • 12 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2025 and 2 closed out, a net change of +10 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2025 was Hennion & Walsh Asset Management, an estimated $2.99M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q4 2025 was UBS Group, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2025.