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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
GC
1
Guggenheim Capital
Illinois
$6.77M -$124K -20,406 -2%
Bank of America
2
Bank of America
North Carolina
$5.29M +$146K +24,000 +3%
Ameriprise
3
Ameriprise
Minnesota
$4.3M +$271K +44,523 +7%
UBS Group
4
UBS Group
Switzerland
$3.06M -$141K -23,268 -4%
Morgan Stanley
5
Morgan Stanley
New York
$2.88M +$232K +38,117 +9%
RCM
6
Rivernorth Capital Management
Florida
$2.2M +$2.22M +365,136 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.71M +$115K +18,913 +7%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.61M +$1.63M +267,293 New
VanEck Associates
9
VanEck Associates
New York
$1.36M +$48.3K +7,946 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.29M +$610K +100,368 +88%
Raymond James Financial
11
Raymond James Financial
Florida
$929K -$64.8K -10,662 -6%
LCM
12
Landscape Capital Management
New Jersey
$851K +$714K +117,410 +489%
LPL Financial
13
LPL Financial
California
$702K -$31.4K -5,169 -4%
SAI
14
Savvy Advisors Inc
New York
$686K +$37.4K +6,145 +6%
LSC
15
Logan Stone Capital
Illinois
$637K -$472K -77,705 -42%
WAM
16
Wolverine Asset Management
Illinois
$559K +$156K +25,716 +38%
MML Investors Services
17
MML Investors Services
Massachusetts
$527K +$444 +73 +0.1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$526K +$419K +68,932 +374%
AAS
19
Avantax Advisory Services
Texas
$475K +$37.4K +6,145 +8%
MWM
20
Melfa Wealth Management
Massachusetts
$456K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$435K -$17.6K -2,900 -4%
RIL
22
Rothschild Investment LLC
Illinois
$417K
ARC
23
Advisor Resource Council
Texas
$394K +$398K +65,462 New
IWM
24
IHT Wealth Management
Illinois
$389K
HighTower Advisors
25
HighTower Advisors
Illinois
$317K +$255 +42 +0.1%

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.