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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

47 hedge funds and large institutions have $26M invested in Invesco Municipal Income Opportunities Trust in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BF
BOK Financial
Oklahoma
+$660K
2
Ameriprise
Ameriprise
Minnesota
+$203K
3
Morgan Stanley
Morgan Stanley
New York
+$191K
4
UCFA
United Capital Financial Advisors
Texas
+$146K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$143K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$2.53M
2
BO
Bank OZK
Arkansas
-$419K
3
SBIA
Sheaff Brock Investment Advisors
Indiana
-$97K
4
Wells Fargo
Wells Fargo
California
-$95.8K
5
Bank of America
Bank of America
North Carolina
-$76.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$128K -$3.77K -470 -3%
LPL Financial
27
LPL Financial
California
$110K +$9.48K +1,180 +9%
LNC
28
Lincoln National Corp
Pennsylvania
$110K +$110K +13,780 New
BOH
29
Bank of Hawaii
Hawaii
$107K – – –
RJT
30
Raymond James Trust
Florida
$106K – – –
DC
31
Davenport & Co
Virginia
$98.3K – – –
RCAG
32
Rehmann Capital Advisory Group
Michigan
$89K – – –
PAS
33
Partnervest Advisory Services
California
$83K – – –
SB
34
Suntrust Banks
Georgia
$68K – – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$44K – – –
BAM
36
Barrett Asset Management
New York
$42K +$42K +5,200 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$37K – – –
GWM
38
Geneos Wealth Management
Colorado
$37K – – –
AG
39
Advisor Group
Arizona
$36K – – –
US Bancorp
40
US Bancorp
Minnesota
$32K – – –
First Manhattan
41
First Manhattan
New York
$25K – – –
KJWM
42
Kiley Juergens Wealth Management
Washington
$24K +$24K +3,000 New
Citigroup
43
Citigroup
New York
$20K – – –
SWM
44
SeaCrest Wealth Management
New York
$18K +$18K +2,287 New
WEC
45
Winslow Evans & Crocker
Massachusetts
$17.2K – – –
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$8K +1,000 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$6K – – –
BO
48
Bank OZK
Arkansas
– -$419K -53,122 Closed
SBIA
49
Sheaff Brock Investment Advisors
Indiana
– -$97K -12,333 Closed
BCM
50
Blume Capital Management
California
– -$32K -4,015 Closed
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