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Invesco Municipal Income Opportunities Trust
OIA

50 hedge funds and large institutions have $23.7M invested in Invesco Municipal Income Opportunities Trust in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

15% more capital invested

Capital invested by funds: $20.7M → $23.7M (+$3.01M)

0.16% more ownership

Funds ownership: 6.25% → 6.41% (+0.16%)

12% less funds holding

Funds holding: 57 → 50 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
50
Holders Change
-7
Holders Change %
-12.28%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$632K
2
UCFA
United Capital Financial Advisors
Texas
+$423K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$415K
4
Ameriprise
Ameriprise
Minnesota
+$268K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$161K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$466K
2
CIA
Capital Investment Advisors
Georgia
-$360K
3
Morgan Stanley
Morgan Stanley
New York
-$332K
4
WAM
Weiss Asset Management
Massachusetts
-$155K
5
LCM
Landscape Capital Management
New Jersey
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$154K -$6.71K -885 -4%
PO
27
Private Ocean
California
$141K – – –
FAAS
28
First Allied Advisory Services
California
$136K – – –
Bank of New York Mellon
29
Bank of New York Mellon
New York
$132K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$123K -$5.83K -769 -5%
CFG
31
CKW Financial Group
Hawaii
$95K – – –
GLLW
32
Graves Light Lenhart Wealth
Virginia
$94.8K – – –
CIA
33
Capital Investment Advisors
Georgia
$94K -$360K -47,525 -80%
RJT
34
Raymond James Trust
Florida
$91K – – –
LC
35
Lavaca Capital
Texas
$90K – – –
RCAG
36
Rehmann Capital Advisory Group
Michigan
$86.5K – – –
PAS
37
Partnervest Advisory Services
California
$80K -$28.8K -3,800 -27%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$59K – – –
RIA
39
Realta Investment Advisors
Delaware
$49K +$47.4K +6,251 New
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$35K – – –
BFC
41
Bedel Financial Consulting
Indiana
$33K – – –
AG
42
Advisor Group
Arizona
$33K +$7.68K +1,014 +32%
IA
43
IFP Advisors
Florida
$31K -$106K -13,954 -78%
GWM
44
Geneos Wealth Management
Colorado
$29K – – –
Citigroup
45
Citigroup
New York
$19K – – –
SWM
46
SeaCrest Wealth Management
New York
$18K – – –
WEC
47
Winslow Evans & Crocker
Massachusetts
$18K – – –
US Bancorp
48
US Bancorp
Minnesota
$4K – – –
JCM
49
Jacobi Capital Management
Pennsylvania
$1K – – –
WAM
50
Wolverine Asset Management
Illinois
– -$466K -67,028 Closed
1
2
3

OIA Hedge Fund Activity: Q1 2019 in Review

50 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2019, worth a combined $23.7M — up 15% from $20.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OIA and 1 opened new positions — a net loss of 7 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Invesco, adding an estimated $632K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $466K sold.

  • 50 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2019, down from 57 in Q4 2018.
  • Funds reported $23.7M of Invesco Municipal Income Opportunities Trust stock for Q1 2019, up 15% quarter-over-quarter.
  • 1 fund opened new Invesco Municipal Income Opportunities Trust positions in Q1 2019 and 8 closed out, a net change of -7 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2019 was Invesco, an estimated $632K added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q1 2019 was Wolverine Asset Management, an estimated $466K sold.

Based on aggregated 13F filings for Q1 2019.