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Invesco Municipal Income Opportunities Trust
OIA

57 hedge funds and large institutions have $20.7M invested in Invesco Municipal Income Opportunities Trust in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

12% more funds holding

Funds holding: 51 → 57 (+6)

0.31% less ownership

Funds ownership: 6.56% → 6.25% (-0.31%)

14% less capital invested

Capital invested by funds: $23.9M → $20.7M (-$3.24M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$485K
2
WAM
Weiss Asset Management
Massachusetts
+$161K
3
IWM
IHT Wealth Management
Illinois
+$143K
4
LCM
Landscape Capital Management
New Jersey
+$115K
5
Ameriprise
Ameriprise
Minnesota
+$105K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$975K
2
Morgan Stanley
Morgan Stanley
New York
-$623K
3
Wells Fargo
Wells Fargo
California
-$445K
4
IA
IFP Advisors
Florida
-$221K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RFG Advisory
Alabama
$151K +$7.76K +1,073 +5%
IWS
27
Insight Wealth Strategies
California
$147K +$152K +21,051 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$144K +$883 +122 +0.6%
IWM
29
IHT Wealth Management
Illinois
$137K +$143K +19,755 New
PO
30
Private Ocean
California
$126K – – –
IA
31
IFP Advisors
Florida
$123K -$221K -30,562 -63%
FAAS
32
First Allied Advisory Services
California
$121K -$1.96K -271 -2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$118K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$116K +$12.7K +1,750 +12%
LCM
35
Landscape Capital Management
New Jersey
$111K +$115K +15,883 New
PAS
36
Partnervest Advisory Services
California
$98K +$27.5K +3,800 +37%
CFG
37
CKW Financial Group
Hawaii
$85K – – –
GLLW
38
Graves Light Lenhart Wealth
Virginia
$85K +$88.1K +12,180 New
RJT
39
Raymond James Trust
Florida
$82K -$10.9K -1,500 -11%
LC
40
Lavaca Capital
Texas
$81K +$84K +11,615 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$77.4K – – –
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$70K +$72.4K +10,000 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$52K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$31K -$535 -74 -2%
BFC
45
Bedel Financial Consulting
Indiana
$30K – – –
GWM
46
Geneos Wealth Management
Colorado
$25K – – –
AG
47
Advisor Group
Arizona
$23K +$7.34K +1,015 +47%
Citigroup
48
Citigroup
New York
$17K – – –
SWM
49
SeaCrest Wealth Management
New York
$16K – – –
WEC
50
Winslow Evans & Crocker
Massachusetts
$16K – – –
1
2
3

OIA Hedge Fund Activity: Q4 2018 in Review

57 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2018, worth a combined $20.7M — down 14% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OIA positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $485K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $975K sold.

  • 57 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2018, up from 51 in Q3 2018.
  • Funds reported $20.7M of Invesco Municipal Income Opportunities Trust stock for Q4 2018, down 14% quarter-over-quarter.
  • 14 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2018 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2018 was Wolverine Asset Management, an estimated $485K added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q4 2018 was Guggenheim Capital, an estimated $975K sold.

Based on aggregated 13F filings for Q4 2018.