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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

49 hedge funds and large institutions have $35.1M invested in Invesco Municipal Income Opportunities Trust in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$861K
2
Morgan Stanley
Morgan Stanley
New York
+$755K
3
PPA
Parametric Portfolio Associates
Washington
+$733K
4
AAM
Advisors Asset Management
Colorado
+$437K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$161K

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
-$653K
2
HK
Horizon Kinetics
New York
-$556K
3
GEM
Global Endowment Management
North Carolina
-$382K
4
U
UBS
Switzerland
-$366K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
26
AQR Capital Management
Connecticut
$174K -$359K -51,614 -67%
DI
27
Dalton Investments
Nevada
$166K +$2.3K +330 +1%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$161K +$161K +23,144 New
FAT
29
First American Trust
California
$156K – – –
First Trust Advisors
30
First Trust Advisors
Illinois
$143K +$3.6K +518 +3%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$107K – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$96K – – –
DC
33
Davenport & Co
Virginia
$85.5K – – –
RJT
34
Raymond James Trust
Florida
$80K – – –
RCAG
35
Rehmann Capital Advisory Group
Michigan
$77K – – –
VKH
36
Virtu KCG Holdings
New York
$77K +$77K +10,999 New
AWA
37
Arete Wealth Advisors
Illinois
$73K +$73K +10,440 New
LCM
38
Landscape Capital Management
New Jersey
$72K -$105K -14,963 -59%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$72K – – –
WEC
40
Winslow Evans & Crocker
Massachusetts
$55.3K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$23K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$20K – – –
BRWA
43
B. Riley Wealth Advisors
Florida
$17.1K +$17.1K +2,453 New
WA
44
WFG Advisors
Texas
$17K – – –
MFS
45
MSI Financial Services
Massachusetts
$11K +$5.39K +745 +96%
AllianceBernstein
46
AllianceBernstein
Tennessee
$6K – – –
First Manhattan
47
First Manhattan
New York
$5K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$4K +$23 +3 +0.6%
FIMG
49
Financial & Investment Management Group
Michigan
– -$653K -99,000 Closed
GEM
50
Global Endowment Management
North Carolina
– -$382K -57,900 Closed
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