OIA icon

Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

53 hedge funds and large institutions have $34.2M invested in Invesco Municipal Income Opportunities Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.19M
2
AWA
Arete Wealth Advisors
Illinois
+$113K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$111K
4
SWP
Stratos Wealth Partners
Ohio
+$98K
5
Bank of America
Bank of America
North Carolina
+$90.2K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$406K
2
HK
Horizon Kinetics
New York
-$394K
3
AAM
Advisors Asset Management
Colorado
-$335K
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$140K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$91.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$224K +$111K +15,982 +99%
RJA
27
Raymond James & Associates
Florida
$222K -$26.3K -3,768 -11%
FAT
28
First American Trust
California
$157K – – –
First Trust Advisors
29
First Trust Advisors
Illinois
$156K +$1.65K +235 +1%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$140K -$140K -20,000 -50%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$125K +$14K +2,000 +13%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$106K +$2.78K +400 +3%
SWP
33
Stratos Wealth Partners
Ohio
$98K +$98K +14,028 New
AQR Capital Management
34
AQR Capital Management
Connecticut
$95K -$16.2K -2,320 -15%
RJT
35
Raymond James Trust
Florida
$92K -$4.15K -596 -4%
PAS
36
Partnervest Advisory Services
California
$90K +$90K +12,900 New
DC
37
Davenport & Co
Virginia
$88.2K – – –
DI
38
Dalton Investments
Nevada
$88K -$79.5K -11,439 -47%
RCAG
39
Rehmann Capital Advisory Group
Michigan
$78K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$76K -$8.43K -1,200 -10%
WEC
41
Winslow Evans & Crocker
Massachusetts
$55.5K – – –
Creative Planning
42
Creative Planning
Kansas
$30K +$30K +4,300 New
First Manhattan
43
First Manhattan
New York
$27K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$24K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$20K – – –
WA
46
WFG Advisors
Texas
$17K – – –
CCA
47
Catalyst Capital Advisors
New York
$15K +$15K +2,100 New
MFS
48
MSI Financial Services
Massachusetts
$11K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
PSI
50
Pinnacle Summer Investments
Virginia
$8K – – –
1
2
3