OIA Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Invesco Muni Income Opp Trst (OIA) following the 2026 Q2 hedge fund 13F filings?

As of today, OIA has moved -8.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.0% for the XLF sector ETF — an outperformance of -2.5%. Since the quarter end (June 30, 2026), OIA gained -10.4% vs +2.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Invesco Muni Income Opp Trst (OIA)

74 + Investors. Track Smart Money conviction in OIA. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OIA

Based on 74 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added OIA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

74 hedge funds hold OIA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

28 buying20 selling

Last quarter: 28 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 6 → 13 → 14 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 27% medium ■ 19% new

40 out of 74 hedge funds have held OIA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~8 new funds/quarter

11 → 6 → 13 → 14 → 8 new funds/Q

New funds entering each quarter: 6 → 13 → 14 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 55% veterans vs 24% newcomers

■ 55% veterans ■ 20% 1-2yr ■ 24% new

Entry-cohort mix of 74 holders: 41 (55%) are 2+ year veterans, 15 entered 1–2 years ago, and 18 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

14 of 74 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	74	73	1.37%
13F Shares	8M	8M	0.36%
Total Value	$50M	$47M	5.74%
New Positions	8	14	-6
Increased Positions	20	24	-4
Closed Positions	7	11	-4
Reduced Positions	13	8	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1.37%

13F Shares

0.36%

Total Value

$50M

$47M

5.74%

New Positions

-6

Increased Positions

-4

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

74 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OIA. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OIA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Melfa Wealth Management, INC.	0.25%	74,780	$464K
2	Hennion & Walsh Asset Management, Inc.	0.22%	1,259,187	$7.8M
3	Stronghold Wealth Management L.L.C.	0.21%	25,811	$160K
4	Everstar Asset Management, LLC	0.12%	39,505	$245K
5	Camelot Portfolios, LLC	0.09%	20,000	$124K
6	Burford Brothers, Inc.	0.08%	34,470	$214K
7	Phoenix Wealth Advisors	0.04%	19,526	$121K
8	G2 Capital Management, LLC / Oh	0.04%	28,793	$179K
9	Genesee Capital Advisors, LLC	0.03%	17,830	$111K
10	Guggenheim Capital LLC	0.03%	889,362	$5.5M
11	Vista Investment Partners II, LLC	0.03%	13,947	$87K
12	River Street Advisors LLC	0.03%	18,450	$115K
13	Creekside Partners	0.03%	14,892	$92K
14	Southern Financial Group, LLC	0.03%	20,986	$130K
15	Fortitude Advisory Group L.L.C.	0.03%	13,468	$84K
16	Pathway Financial Advisers, LLC	0.03%	16,776	$104K
17	Insight Wealth Strategies, LLC	0.02%	39,214	$245K
18	Entrewealth, LLC	0.02%	10,736	$64K
19	Silverlake Wealth Management LLC	0.02%	17,783	$110K
20	Rivernorth Capital Management, LLC	0.02%	62,345	$387K
21	Providence First Trust Co	0.02%	10,000	$62K
22	Savvy Advisors, Inc.	0.01%	74,600	$463K
23	NWF Advisory Services Inc.	0.01%	12,166	$76K
24	Advisor OS, LLC	0.01%	16,983	$105K
25	AssuredPartners Investment Advisors, LLC	0.01%	10,715	$67K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Invesco Muni Income Opp Trst (OIA)

What does the Smart Money Trend signal show for OIA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added OIA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OIA?

Slight buying edge — 58% buying: Last quarter: 28 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OIA holders?

Strong quality — 39% AUM from major funds: 14 of 74 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OIA?

54% of holders stayed for 2+ years: 40 out of 74 hedge funds have held OIA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Invesco Muni Income Opp Trst (OIA) following the 2026 Q2 hedge fund 13F filings?

As of today, OIA has moved -8.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -6.0% for the XLF sector ETF — an outperformance of -2.5%. Since the quarter end (June 30, 2026), OIA has gained -10.4% vs +2.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Invesco Muni Income Opp Trst (OIA)

Smart Money Signals — OIA

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

Slight buying edge — 58% buying

Fewer new buyers each quarter (-6 vs last Q)

54% of holders stayed for 2+ years

Steady discovery — ~8 new funds/quarter

Veteran-anchored — 55% veterans vs 24% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — OIA

Hedge Fund Ownership: OIA

Market Analysis: OIA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OIA

Is It Too Late to Buy Invesco Muni Income Opp Trst (OIA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OIA

Statistics: OIA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Muni Income Opp Trst (OIA)

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