Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Muni Income Opp Trst (OIA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — OIA

Based on 72 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
72 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OIA is almost the same as a year ago (+2 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 67% buying

37 buying18 selling
Last quarter: 37 funds were net buyers (13 opened a brand new position + 24 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 6 → 13 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 22% new
37 out of 72 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.
📈

Growing discovery — still being found

12 → 10 → 6 → 13 → 13 new funds/Q
New funds entering each quarter: 10 → 6 → 13 → 13. A growing number of institutions are discovering OIA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 28% newcomers

■ 56% veterans ■ 17% 1-2yr ■ 28% new
Entry-cohort mix of 72 holders: 40 (56%) are 2+ year veterans, 12 entered 1–2 years ago, and 20 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
15 of 72 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in OIA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — OIA

In 2026 Q1, 37 hedge funds were net buyers of OIA (13 opened a new position, 24 added to an existing one), while 18 reduced or exited (8 trimmed, 10 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 41% of total institutional value in OIA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 72.

Hedge Fund Ownership: OIA

How many hedge funds hold OIA — quarterly history vs. share price
Quarterly hedge fund ownership of OIA vs. share price

Market Analysis: OIA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OIA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much OIA has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
OIA
-0.8%
XLF
+9.5%

OIA outperformed XLF by -10.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OIA
+0.8%
XLF
+5.8%

Since the filing became public, OIA outperformed XLF by -5.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: OIA
72 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 72 69 4.35%
13F Shares 8M 8M 2.51%
Total Value $47M $53M -11.62%
New Positions 13 13 -
Increased Positions 24 19 +5
Closed Positions 10 2 +8
Reduced Positions 8 17 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OIA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

72 + 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:
Top 25 OIA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hennion & Walsh Asset Management, Inc. 0.27% 1,284,322 $7.9M
2 Melfa Wealth Management, INC. 0.26% 74,780 $459K
3 Stronghold Wealth Management L.L.C. 0.24% 25,811 $158K
4 Everstar Asset Management, LLC 0.14% 42,293 $260K
5 Arlington Capital Management, Inc. 0.12% 34,852 $214K
6 Camelot Portfolios, LLC 0.09% 20,000 $123K
7 Burford Brothers, Inc. 0.09% 34,470 $212K
8 Phoenix Wealth Advisors 0.05% 19,526 $120K
9 Genesee Capital Advisors, LLC 0.05% 17,830 $109K
10 Guggenheim Capital LLC 0.05% 956,272 $5.9M
11 G2 Capital Management, LLC / Oh 0.04% 28,793 $177K
12 Vista Investment Partners II, LLC 0.04% 13,947 $86K
13 River Street Advisors LLC 0.04% 18,450 $113K
14 Creekside Partners 0.04% 14,892 $91K
15 Fortitude Advisory Group L.L.C. 0.04% 13,468 $83K
16 Entrewealth, LLC 0.03% 10,736 $66K
17 Pathway Financial Advisers, LLC 0.03% 16,622 $102K
18 Insight Wealth Strategies, LLC 0.03% 38,964 $239K
19 Silverlake Wealth Management LLC 0.02% 17,783 $109K
20 Providence First Trust Co 0.02% 10,000 $61K
21 Savvy Advisors, Inc. 0.01% 80,050 $492K
22 NWF Advisory Services Inc. 0.01% 12,166 $75K
23 Advisor OS, LLC 0.01% 16,983 $104K
24 AssuredPartners Investment Advisors, LLC 0.01% 10,696 $65K
25 IHT Wealth Management, LLC 0.00% 32,722 $201K
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 67% buying: Last quarter: 37 funds were net buyers (13 opened a brand new position + 24 added to an existing one). Only 18 were sellers (8 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OIA holders?

Elite ownership — 41% AUM from top-100 funds: 15 of 72 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in OIA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OIA?

51% of holders stayed for 2+ years: 37 out of 72 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 Q1 hedge fund 13F filings?

As of today, OIA has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -5.0%. Since the quarter end (March 31, 2026), OIA has gained -0.8% vs +9.5% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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