Who Owns INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST (OIA)?Hedge Fund & Institutional Holders

$6.12+0.01 (+0.08%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.3536026600049995e+137T

% of Float Held

—

QoQ Change in Holders

+15 / -1

Price History

$5.52$5.88$6.24$6.60$6.96Aug 24Jun 25Mar 26

OIA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+1.1M+$6.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+246K+$1.0M
Sanctuary Advisors, LLCNew Position+151K+$900K
Savvy Advisors, Inc.New Position+80K+$481K
MELFA WEALTH MANAGEMENT, INC.New Position+75K+$449K
Midwest Trust CoNew Position+43K+$258K
Burford Brothers, Inc.New Position+34K+$207K
G2 CAPITAL MANAGEMENT, LLC / OHNew Position+29K+$173K
Stronghold Wealth Management L.L.C.New Position+26K+$155K
Concurrent Investment Advisors, LLCNew Position+26K+$154K
TRUIST FINANCIAL CORPNew Position+19K+$115K
Arete Wealth Advisors, LLCNew Position+19K+$112K
River Street Advisors LLCNew Position+18K+$110K
Genesee Capital Advisors, LLCNew Position+18K+$107K
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+18K+$106K

OIA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AMERIPRISE FINANCIAL INCDecreased-3K-$3.4B
MORGAN STANLEYDecreased-36K-$2.7B
UBS Group AGDecreased-230K-$2.6B
OSAIC HOLDINGS, INC.Decreased-30K-$1.2B
LPL Financial LLCDecreased-3K-$929.4M
Cetera Investment AdvisersDecreased-7K-$576.3M
MML INVESTORS SERVICES, LLCDecreased-4K-$476.0M
RFG Advisory, LLCDecreased-35K-$310.6M
ROYAL BANK OF CANADADecreased-10K-$286.0M
Everstar Asset Management, LLCDecreased-1K-$264.6M
Insight Wealth Strategies, LLCDecreased-640-$237.1M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-415-$114.7M
Tower Research Capital LLC (TRC)Closed Position-100-$603K
Cambridge Investment Research Advisors, Inc.Decreased-1K-$173K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hennion & Walsh Asset Management, Inc.1,057,088$6.4M0.22%Share
2NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO130,818$6.0M0.00%Share
3GUGGENHEIM CAPITAL LLC1,020,442$6.0M0.04%Share
4BANK OF AMERICA CORP /DE/974,046$5.0M0.00%Share
5AMERIPRISE FINANCIAL INC562,259$3.0M0.00%Share
6MORGAN STANLEY406,160$2.0M0.00%Share
7RAYMOND JAMES FINANCIAL INC412,595$2.0M0.00%Share
8UBS Group AG207,392$1.2M0.00%Share
9WELLS FARGO & COMPANY/MN206,709$1.0M0.00%Share
10PNC FINANCIAL SERVICES GROUP, INC.201,144$1.0M0.00%Share
11VAN ECK ASSOCIATES CORP271,827$1.0M0.00%Share
12COMMONWEALTH EQUITY SERVICES, LLC246,474$1.0M0.00%Share
13OSAIC HOLDINGS, INC.171,585$1.0M0.00%Share
14RAYMOND JAMES FINANCIAL INC199,678$1.0M0.00%Share
15Savvy Advisors, Inc.80,050$481K0.02%Share
16MELFA WEALTH MANAGEMENT, INC.74,780$449K0.26%Share
17Sanctuary Advisors, LLC43,393$261K0.00%Share
18Sanctuary Advisors, LLC43,393$261K0.00%Share
19Midwest Trust Co43,009$258K0.00%Share
20Everstar Asset Management, LLC42,478$255K0.14%Share
21Insight Wealth Strategies, LLC38,720$232K0.03%Share
22Burford Brothers, Inc.34,470$207K0.09%Share
23Arlington Capital Management, Inc.34,139$205K0.13%Share
24Sanctuary Advisors, LLC33,530$192K0.00%Share
25Sanctuary Advisors, LLC31,000$186K0.00%Share
26G2 CAPITAL MANAGEMENT, LLC / OH28,793$173K0.04%Share
27Stronghold Wealth Management L.L.C.25,811$155K0.23%Share
28Concurrent Investment Advisors, LLC25,646$154K0.00%Share
29Camelot Portfolios, LLC20,000$120K0.07%Share
30TRUIST FINANCIAL CORP19,161$115K0.00%Share
31Arete Wealth Advisors, LLC18,603$112K0.01%Share
32River Street Advisors LLC18,450$110K0.04%Share
33Genesee Capital Advisors, LLC17,830$107K0.04%Share
34SILVERLAKE WEALTH MANAGEMENT LLC17,783$106K0.02%Share
35Pathway Financial Advisers, LLC16,471$98K0.03%Share
36RFG Advisory, LLC16,459$98K0.00%Share
37Creekside Partners14,892$89K0.04%Share
38VISTA INVESTMENT PARTNERS II, LLC13,947$83K0.04%Share
39Fortitude Advisory Group L.L.C.13,468$80K0.03%Share
40EVERGREEN CAPITAL MANAGEMENT LLC12,914$77K0.00%Share
41NWF Advisory Services Inc.12,166$73K0.01%Share
42Phoenix Wealth Advisors11,235$67K0.03%Share
43ENTREWEALTH, LLC10,736$66K0.03%Share
44Cornerstone Wealth Management, LLC11,064$66K0.00%Share
45Austin Wealth Management, LLC10,736$65K0.01%Share
46Providence First Trust Co10,000$60K0.02%Share
47Garton & Associates Financial Advisors LLC6,359$38K0.02%Share
48US BANCORP \DE\3,660$21K0.00%Share
49NBT BANK N A /NY1,824$10K0.00%Share
50FIRST HORIZON CORP500$3K0.00%Share

OIA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202570$42.8M+36
Q3 202534$31.4B-28
Q2 202562$27.6B-8
Q1 202570$39.8B+7
Q4 202463$554.2B+21
Q3 202442$21.9T-2
Q2 202444$20.8T+3
Q1 202441$20.5T—

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As of Q4 2025, 50 institutional investors hold OIA (INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST). The largest holder is Hennion & Walsh Asset Management, Inc. with $6.4M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own OIA?

As of Q4 2025, 50 institutional investors report holding OIA (INVESCO MUNICIPAL INCOME OPPORTUNITIES TRUST) in their 13F filings.

Who is the largest institutional holder of OIA?

The largest institutional holder of OIA is Hennion & Walsh Asset Management, Inc. with $6.4M in shares.

Is institutional ownership of OIA increasing or decreasing?

This quarter, 15 institutions opened new positions in OIA and 1 closed their positions.