We are live on ! Find out more
OIA icon

Invesco Municipal Income Opportunities Trust

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: 6171 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$91.8K
CP
52
Creekside Partners
California
$89.5K
VIPI
53
Vista Investment Partners II
Indiana
$83.8K
HF
54
HRT Financial
New York
$83K +$83.8K +13,894 New
FAG
55
Fortitude Advisory Group
Washington
$80.9K
ECM
56
Evergreen Capital Management
Washington
$77.6K +$77.9K +12,914 New
NAS
57
NWF Advisory Services
California
$73.1K
PWA
58
Phoenix Wealth Advisors
North Carolina
$67.5K
E
59
EntreWealth
Texas
$66.9K
CWM
60
Cornerstone Wealth Management
Missouri
$66.5K
AWM
61
Austin Wealth Management
Texas
$65.5K
PFT
62
Providence First Trust
Arizona
$60.1K -$96.3K -15,974 -61%
GAFA
63
Garton & Associates Financial Advisors
Kentucky
$38.2K +$38.3K +6,359 New
RIL
64
Rothschild Investment LLC
Illinois
$26.7K
KAS
65
Kestra Advisory Services
Texas
$23.6K +$23.7K +3,923 New
US Bancorp
66
US Bancorp
Minnesota
$22K +$22.1K +3,660 New
GRP
67
Global Retirement Partners
California
$14.4K
NB
68
NBT Bank
New York
$11K
FHC
69
First Horizon Corporation
Tennessee
$3K
DT
70
DV Trading
Illinois
$6 +$6 +1 New
S
71
SignatureFD
Georgia
$4
AWM
72
Activest Wealth Management
Florida
-$1.81K -300 Closed
TRCT
73
Tower Research Capital (TRC)
New York
-$603 -100 Closed

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.