OIA icon

Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

51 hedge funds and large institutions have $33.1M invested in Invesco Municipal Income Opportunities Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$229K
2
LCM
Landscape Capital Management
New Jersey
+$218K
3
UCFA
United Capital Financial Advisors
Texas
+$216K
4
GC
Guggenheim Capital
Illinois
+$122K
5
AWA
Arete Wealth Advisors
Illinois
+$90.3K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$805K
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$612K
3
HK
Horizon Kinetics
New York
-$323K
4
Bank of America
Bank of America
North Carolina
-$109K
5
PPA
Parametric Portfolio Associates
Washington
-$80.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$233K – – –
UCFA
27
United Capital Financial Advisors
Texas
$216K +$216K +31,784 New
DI
28
Dalton Investments
Nevada
$164K +$2.18K +320 +1%
AWA
29
Arete Wealth Advisors
Illinois
$161K +$90.3K +13,340 +128%
FAT
30
First American Trust
California
$152K – – –
First Trust Advisors
31
First Trust Advisors
Illinois
$150K +$10K +1,472 +7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$110K -$47.8K -7,014 -30%
AQR Capital Management
33
AQR Capital Management
Connecticut
$108K -$61.4K -9,076 -36%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$108K +$14.5K +2,140 +16%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$101K -$3.58K -526 -3%
RJT
36
Raymond James Trust
Florida
$94K +$15.9K +2,335 +20%
DC
37
Davenport & Co
Virginia
$85.8K +$2.33K +343 +3%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$82K +$11.2K +1,639 +16%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$75K – – –
DA
40
Doliver Advisors
Texas
$73K +$73K +10,787 New
WEC
41
Winslow Evans & Crocker
Massachusetts
$54K – – –
First Manhattan
42
First Manhattan
New York
$26K +$21.2K +3,173 +439%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$23K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$19K – – –
WA
45
WFG Advisors
Texas
$17K – – –
MFS
46
MSI Financial Services
Massachusetts
$10K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$9K +$5.47K +800 +155%
PSI
48
Pinnacle Summer Investments
Virginia
$7K +$7K +1,094 New
AllianceBernstein
49
AllianceBernstein
Tennessee
$6K – – –
Citigroup
50
Citigroup
New York
$6K +$6K +902 New
1
2
3