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

$6.353000600000049e+242T

% of Float Held

—

QoQ Change in Holders

+12 / -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+$6.4B
BANK OF AMERICA CORP /DE/Increased+67K+$5.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+246K+$1.0B
GUGGENHEIM CAPITAL LLCIncreased+128K+$620.9M
Savvy Advisors, Inc.New Position+80K+$481.0M
MELFA WEALTH MANAGEMENT, INC.New Position+75K+$449.0M
Midwest Trust CoNew Position+43K+$258.0M
Burford Brothers, Inc.New Position+34K+$207.0M
PNC FINANCIAL SERVICES GROUP, INC.Increased+68K+$198.7M
G2 CAPITAL MANAGEMENT, LLC / OHNew Position+29K+$173.0M
River Street Advisors LLCNew Position+18K+$110.0M
Genesee Capital Advisors, LLCNew Position+18K+$107.0M
SILVERLAKE WEALTH MANAGEMENT LLCNew Position+18K+$106.0M
Creekside PartnersNew Position+15K+$89.0M
VISTA INVESTMENT PARTNERS II, LLCNew Position+14K+$83.0M

OIA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-230K-$1.4B
LPL Financial LLCDecreased-3K-$929.4M
Cetera Investment AdvisersDecreased-7K-$576.3M
MML INVESTORS SERVICES, LLCDecreased-4K-$476.0M
AMERIPRISE FINANCIAL INCDecreased-3K-$408.6M
RFG Advisory, LLCDecreased-35K-$310.6M
ROYAL BANK OF CANADADecreased-10K-$286.0M
OSAIC HOLDINGS, INC.Decreased-30K-$235.9M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-415-$114.7M
Everstar Asset Management, LLCDecreased-1K-$9.8M
MORGAN STANLEYDecreased-36K-$665K
Tower Research Capital LLC (TRC)Closed Position-100-$603K
Cambridge Investment Research Advisors, Inc.Decreased-1K-$173K
Insight Wealth Strategies, LLCDecreased-640-$5K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Hennion & Walsh Asset Management, Inc.1,057,088$6.4B0.22%Share
2GUGGENHEIM CAPITAL LLC1,020,442$6.0B0.04%Share
3BANK OF AMERICA CORP /DE/974,046$5.0B0.00%Share
4AMERIPRISE FINANCIAL INC562,259$3.0B0.00%Share
5RAYMOND JAMES FINANCIAL INC412,595$2.0B0.00%Share
6UBS Group AG207,392$1.2B0.00%Share
7PNC FINANCIAL SERVICES GROUP, INC.201,144$1.0B0.00%Share
8COMMONWEALTH EQUITY SERVICES, LLC246,474$1.0B0.00%Share
9OSAIC HOLDINGS, INC.171,585$1.0B0.00%Share
10WELLS FARGO & COMPANY/MN206,709$1.0B0.00%Share
11RAYMOND JAMES FINANCIAL INC199,678$1.0B0.00%Share
12Savvy Advisors, Inc.80,050$481.0M0.02%Share
13MELFA WEALTH MANAGEMENT, INC.74,780$449.0M0.26%Share
14Midwest Trust Co43,009$258.0M0.00%Share
15Everstar Asset Management, LLC42,478$255.0M0.14%Share
16Burford Brothers, Inc.34,470$207.0M0.09%Share
17Arlington Capital Management, Inc.34,139$205.0M0.13%Share
18G2 CAPITAL MANAGEMENT, LLC / OH28,793$173.0M0.04%Share
19Camelot Portfolios, LLC20,000$120.0M0.07%Share
20River Street Advisors LLC18,450$110.0M0.04%Share
21Genesee Capital Advisors, LLC17,830$107.0M0.04%Share
22SILVERLAKE WEALTH MANAGEMENT LLC17,783$106.0M0.02%Share
23Pathway Financial Advisers, LLC16,471$98.0M0.03%Share
24Creekside Partners14,892$89.0M0.04%Share
25VISTA INVESTMENT PARTNERS II, LLC13,947$83.0M0.04%Share
26Fortitude Advisory Group L.L.C.13,468$80.0M0.03%Share
27EVERGREEN CAPITAL MANAGEMENT LLC12,914$77.0M0.00%Share
28NWF Advisory Services Inc.12,166$73.0M0.01%Share
29Phoenix Wealth Advisors11,235$67.0M0.03%Share
30Cornerstone Wealth Management, LLC11,064$66.0M0.00%Share
31ENTREWEALTH, LLC10,736$66.0M0.03%Share
32Austin Wealth Management, LLC10,736$65.0M0.01%Share
33Providence First Trust Co10,000$60.0M0.02%Share
34US BANCORP \DE\3,660$21.0M0.00%Share
35NBT BANK N A /NY1,824$10.0M0.00%Share
36NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO130,818$6.0M0.00%Share
37MORGAN STANLEY406,160$2.0M0.00%Share
38VAN ECK ASSOCIATES CORP271,827$1.0M0.00%Share
39Sanctuary Advisors, LLC43,393$261K0.00%Share
40Sanctuary Advisors, LLC43,393$261K0.00%Share
41Insight Wealth Strategies, LLC38,720$232K0.03%Share
42Sanctuary Advisors, LLC33,530$192K0.00%Share
43Sanctuary Advisors, LLC31,000$186K0.00%Share
44Stronghold Wealth Management L.L.C.25,811$155K0.23%Share
45Concurrent Investment Advisors, LLC25,646$154K0.00%Share
46TRUIST FINANCIAL CORP19,161$115K0.00%Share
47Arete Wealth Advisors, LLC18,603$112K0.01%Share
48RFG Advisory, LLC16,459$98K0.00%Share
49Garton & Associates Financial Advisors LLC6,359$38K0.02%Share
50FIRST HORIZON CORP500$3K0.00%Share

OIA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202570$31.9B+36
Q3 202534$23.0B-28
Q2 202562$28.9B-8
Q1 202570$41.1B+7
Q4 202463$396.8B+21
Q3 202442$2.5T-2
Q2 202444$2.3T+3
Q1 202441$573.7B—

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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 $6.4B in shares. This quarter, 12 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 $6.4B in shares.

Is institutional ownership of OIA increasing or decreasing?

This quarter, 12 institutions opened new positions in OIA and 1 closed their positions.