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Invesco Municipal Income Opportunities Trust

61 hedge funds and large institutions have $42M invested in Invesco Municipal Income Opportunities Trust in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

2% less capital invested

Capital invested by funds: $43M → $42M (-$1.04M)

1.09% less ownership

Funds ownership: 15.7%14.61% (-1.1%)

12% less funds holding

Funds holding: 6961 (-8)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.54M +$94.7K +16,443 +2%
GC
2
Guggenheim Capital
Illinois
$5.38M -$1.04M -180,562 -17%
Ameriprise
3
Ameriprise
Minnesota
$3.41M -$236 -41 -0%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$3.38M +$314K +54,485 +11%
Raymond James Financial
5
Raymond James Financial
Florida
$3.3M +$2.23M +386,668 +241%
Morgan Stanley
6
Morgan Stanley
New York
$2.67M -$328K -57,019 -11%
UBS Group
7
UBS Group
Switzerland
$2.64M -$361K -62,655 -13%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.5M -$40 -7 -0%
VanEck Associates
9
VanEck Associates
New York
$1.45M +$39.6K +6,877 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.24M -$126K -21,926 -10%
Wells Fargo
11
Wells Fargo
California
$996K +$369K +63,977 +63%
LPL Financial
12
LPL Financial
California
$929K +$82.9K +14,396 +10%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$801K +$369K +64,106 +93%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$688K +$62.4K +10,826 +10%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$576K +$487K +84,613 +773%
SAI
16
Savvy Advisors Inc
New York
$540K -$109K -18,872 -17%
MWM
17
Melfa Wealth Management
Massachusetts
$515K
MML Investors Services
18
MML Investors Services
Massachusetts
$476K -$40.9K -7,106 -8%
NA
19
NewEdge Advisors
Louisiana
$366K +$132K +23,000 +61%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$346K +$7.2K +1,250 +2%
HighTower Advisors
21
HighTower Advisors
Illinois
$327K +$4.71K +817 +2%
RA
22
RFG Advisory
Alabama
$311K +$1.36K +237 +0.5%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$286K -$143K -24,813 -34%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$286K +$870 +151 +0.3%
EAM
25
Everstar Asset Management
North Carolina
$265K -$24.1K -4,185 -9%

OIA Hedge Fund Activity: Q3 2025 in Review

61 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2025, worth a combined $42M — down 2.4% from $43M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of OIA and 6 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 18 added.

The largest buyer was Raymond James Financial, adding an estimated $2.23M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.1M sold.

  • 61 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $42M of Invesco Municipal Income Opportunities Trust stock for Q3 2025, down 2.4% quarter-over-quarter.
  • 6 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2025 and 11 closed out, a net change of -5 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2025 was Raymond James Financial, an estimated $2.23M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q3 2025 was Rivernorth Capital Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q3 2025.