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Invesco Municipal Income Opportunities Trust

69 hedge funds and large institutions have $43M invested in Invesco Municipal Income Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

0.1% more ownership

Funds ownership: 15.59%15.7% (+0.1%)

4% less capital invested

Capital invested by funds: $44.7M → $43M (-$1.72M)

4% less funds holding

Funds holding: 7269 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
17
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.17M -$298K -51,626 -5%
Bank of America
2
Bank of America
North Carolina
$5.19M +$134K +23,267 +3%
Ameriprise
3
Ameriprise
Minnesota
$3.24M -$866K -150,107 -21%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$2.91M +$1.38M +239,296 +90%
UBS Group
5
UBS Group
Switzerland
$2.88M -$43K -7,457 -1%
Morgan Stanley
6
Morgan Stanley
New York
$2.87M +$117K +20,208 +4%
RCM
7
Rivernorth Capital Management
Florida
$2.1M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.44M -$199K -34,510 -12%
VanEck Associates
9
VanEck Associates
New York
$1.34M +$43.9K +7,605 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.33M +$95.8K +16,611 +8%
Raymond James Financial
11
Raymond James Financial
Florida
$921K +$34.1K +5,909 +4%
LPL Financial
12
LPL Financial
California
$803K +$133K +23,108 +20%
LCM
13
Landscape Capital Management
New Jersey
$764K -$49.3K -8,541 -6%
SAI
14
Savvy Advisors Inc
New York
$623K -$31.9K -5,540 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$594K +$91.6K +15,887 +18%
Wells Fargo
16
Wells Fargo
California
$582K +$283K +49,128 +94%
AAS
17
Avantax Advisory Services
Texas
$503K +$49.3K +8,557 +11%
MML Investors Services
18
MML Investors Services
Massachusetts
$495K -$8.2K -1,422 -2%
MWM
19
Melfa Wealth Management
Massachusetts
$491K +$56.2K +9,750 +13%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$416K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$396K +$257K +44,578 +184%
RIL
22
Rothschild Investment LLC
Illinois
$375K -$23.1K -4,000 -6%
IWM
23
IHT Wealth Management
Illinois
$371K
WAM
24
Wolverine Asset Management
Illinois
$370K -$165K -28,550 -31%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$323K +$100K +17,332 +45%

OIA Hedge Fund Activity: Q2 2025 in Review

69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q2 2025, worth a combined $43M — down 3.8% from $44.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of OIA and 10 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 21 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.38M. The largest seller was Ameriprise, cutting an estimated $866K.

  • 69 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q2 2025, down from 72 in Q1 2025.
  • Funds reported $43M of Invesco Municipal Income Opportunities Trust stock for Q2 2025, down 3.8% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Income Opportunities Trust positions in Q2 2025 and 13 closed out, a net change of -3 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q2 2025 was Hennion & Walsh Asset Management, an estimated $1.38M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q2 2025 was Ameriprise, an estimated $866K sold.

Based on aggregated 13F filings for Q2 2025.