We are live on ! Find out more
OIA icon

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

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

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
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$6.35M +$2.99M +496,014 +88%
GC
2
Guggenheim Capital
Illinois
$6.13M +$774K +128,382 +14%
Bank of America
3
Bank of America
North Carolina
$5.92M +$404K +67,034 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$3.93M +$641K +106,320 +19%
Ameriprise
5
Ameriprise
Minnesota
$3.47M -$17.7K -2,934 -0.5%
Morgan Stanley
6
Morgan Stanley
New York
$2.44M -$217K -35,936 -8%
Wells Fargo
7
Wells Fargo
California
$1.67M +$681K +112,896 +68%
VanEck Associates
8
VanEck Associates
New York
$1.63M +$190K +31,444 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.48M -$18.1K -3,005 -1%
UBS Group
10
UBS Group
Switzerland
$1.25M -$1.39M -230,382 -53%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.21M +$412K +68,260 +51%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.08M -$180K -29,837 -14%
LPL Financial
13
LPL Financial
California
$907K -$19.3K -3,208 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$823K +$138K +22,831 +20%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$535K -$39.5K -6,557 -7%
SAI
16
Savvy Advisors Inc
New York
$481K -$57.2K -9,486 -11%
NA
17
NewEdge Advisors
Louisiana
$467K +$103K +17,010 +28%
MML Investors Services
18
MML Investors Services
Massachusetts
$450K -$24.8K -4,113 -5%
MWM
19
Melfa Wealth Management
Massachusetts
$449K -$64.2K -10,649 -12%
Jane Street
20
Jane Street
New York
$429K +$299K +49,539 +227%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$345K – – –
HighTower Advisors
22
HighTower Advisors
Illinois
$331K +$4.8K +796 +1%
MT
23
Midwest Trust
Kansas
$258K – – –
EAM
24
Everstar Asset Management
North Carolina
$255K -$8.68K -1,439 -3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$251K +$1.54K +256 +0.6%
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.