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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

54 hedge funds and large institutions have $27.8M invested in Invesco Municipal Income Opportunities Trust in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$1.11M
2
Morgan Stanley
Morgan Stanley
New York
+$385K
3
Wells Fargo
Wells Fargo
California
+$225K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$191K
5
VanEck Associates
VanEck Associates
New York
+$169K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.88M
2
UCFA
United Capital Financial Advisors
Texas
-$1.46M
3
Invesco
Invesco
Georgia
-$592K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$556K
5
WAM
Wolverine Asset Management
Illinois
-$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
26
Camelot Portfolios
Ohio
$213K -$15.8K -2,000 -7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$198K +$25.2K +3,174 +15%
MWPCG
28
Measured Wealth Private Client Group
New Hampshire
$187K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$169K +$11.3K +1,436 +7%
PO
30
Private Ocean
California
$144K – – –
Citigroup
31
Citigroup
New York
$141K +$40.6K +5,128 +40%
FAAS
32
First Allied Advisory Services
California
$139K – – –
SS
33
Sunbelt Securities
Texas
$122K +$122K +15,390 New
AG
34
Advisor Group
Arizona
$97K +$54.1K +6,788 +126%
CIA
35
Capital Investment Advisors
Georgia
$96K – – –
GLLW
36
Graves Light Lenhart Wealth
Virginia
$95K – – –
Stifel Financial
37
Stifel Financial
Missouri
$93K +$1.39K +174 +2%
LC
38
Lavaca Capital
Texas
$92K – – –
RCAG
39
Rehmann Capital Advisory Group
Michigan
$88.2K – – –
PAS
40
Partnervest Advisory Services
California
$82K – – –
RC
41
RegentAtlantic Capital
New Jersey
$79K +$79K +10,000 New
BAM
42
Barrett Asset Management
New York
$71K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$60K – – –
HPC
44
HM Payson & Co
Maine
$59K +$59K +7,390 New
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$36K – – –
BFC
46
Bedel Financial Consulting
Indiana
$34K – – –
WEC
47
Winslow Evans & Crocker
Massachusetts
$18K – – –
GWM
48
Geneos Wealth Management
Colorado
$16K -$12.9K -1,687 -45%
AF
49
Advisornet Financial
Minnesota
$15K +$15K +1,833 New
PAM
50
Panagora Asset Management
Massachusetts
$5K +$5K +678 New
1
2
3