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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

50 hedge funds and large institutions have $32M invested in Invesco Municipal Income Opportunities Trust in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CNB
City National Bank
California
+$255K
2
LPL Financial
LPL Financial
California
+$220K
3
UCFA
United Capital Financial Advisors
Texas
+$198K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$140K
5
DBT
Dubuque Bank & Trust
Iowa
+$71K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$1.75M
2
Morgan Stanley
Morgan Stanley
New York
-$735K
3
RJA
Raymond James & Associates
Florida
-$222K
4
LCM
Landscape Capital Management
New Jersey
-$179K
5
FAT
First American Trust
California
-$157K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$236K -$7.08K -1,000 -3%
LCM
27
Landscape Capital Management
New Jersey
$179K -$179K -25,142 -50%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$134K +$7.09K +1,000 +6%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$108K – – –
SWP
30
Stratos Wealth Partners
Ohio
$99K – – –
RJT
31
Raymond James Trust
Florida
$94K – – –
PAS
32
Partnervest Advisory Services
California
$91K – – –
DC
33
Davenport & Co
Virginia
$87.1K -$2.43K -343 -3%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$79K – – –
BFEC
35
Benjamin F. Edwards & Company
Missouri
$77K – – –
DBT
36
Dubuque Bank & Trust
Iowa
$71K +$71K +10,000 New
WEC
37
Winslow Evans & Crocker
Massachusetts
$56.3K – – –
WA
38
WFG Advisors
Texas
$35K +$17.5K +2,500 +100%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$28K +$28K +3,910 New
First Manhattan
40
First Manhattan
New York
$27K – – –
US Bancorp
41
US Bancorp
Minnesota
$27K +$27K +3,871 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$24K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$20K – – –
RFA
44
Reilly Financial Advisors
California
$13K +$13K +1,889 New
MFS
45
MSI Financial Services
Massachusetts
$11K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
PSI
47
Pinnacle Summer Investments
Virginia
$8K – – –
AllianceBernstein
48
AllianceBernstein
Tennessee
$6K – – –
RJA
49
Raymond James & Associates
Florida
– -$222K -31,825 Closed
FAT
50
First American Trust
California
– -$157K -22,445 Closed
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