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Invesco Municipal Income Opportunities Trust
OIA

56 hedge funds and large institutions have $27.8M invested in Invesco Municipal Income Opportunities Trust in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

6% more funds holding

Funds holding: 53 → 56 (+3)

0.72% more ownership

Funds ownership: 7.77% → 8.49% (+0.72%)

5% less capital invested

Capital invested by funds: $29.2M → $27.8M (-$1.36M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$2.77M
2
Ameriprise
Ameriprise
Minnesota
+$503K
3
Bank of America
Bank of America
North Carolina
+$362K
4
AA
AQR Arbitrage
Connecticut
+$181K
5
LCM
Landscape Capital Management
New Jersey
+$174K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$742K
2
Invesco
Invesco
Georgia
-$192K
3
CAN
Cetera Advisor Networks
California
-$178K
4
Morgan Stanley
Morgan Stanley
New York
-$171K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWPCG
26
Measured Wealth Private Client Group
New Hampshire
$163K – – –
AA
27
AQR Arbitrage
Connecticut
$162K +$181K +23,600 New
LCM
28
Landscape Capital Management
New Jersey
$156K +$174K +22,680 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$149K -$9.5K -1,240 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$145K +$15.5K +2,026 +11%
PO
31
Private Ocean
California
$137K +$13.7K +1,793 +10%
Stifel Financial
32
Stifel Financial
Missouri
$133K +$11.5K +1,500 +8%
FAAS
33
First Allied Advisory Services
California
$120K – – –
FIA
34
FNY Investment Advisers
New York
$105K +$117K +15,285 New
GLLW
35
Graves Light Lenhart Wealth
Virginia
$84K – – –
CIA
36
Capital Investment Advisors
Georgia
$83K – – –
LC
37
Lavaca Capital
Texas
$80K – – –
PAS
38
Partnervest Advisory Services
California
$71K – – –
UR
39
USCA RIA
Texas
$70K +$78.3K +10,221 New
BAM
40
Barrett Asset Management
New York
$61K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$52K – – –
HPC
42
HM Payson & Co
Maine
$51K – – –
Citigroup
43
Citigroup
New York
$41K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$31K -$15 -2 -0%
BFC
45
Bedel Financial Consulting
Indiana
$30K – – –
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$25K +$27.6K +3,597 New
FWM
47
FSA Wealth Management
Massachusetts
$21K – – –
WEC
48
Winslow Evans & Crocker
Massachusetts
$16K – – –
GWM
49
Geneos Wealth Management
Colorado
$14K – – –
AF
50
Advisornet Financial
Minnesota
$13K – – –
1
2
3

OIA Hedge Fund Activity: Q1 2020 in Review

56 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2020, worth a combined $27.8M — down 4.7% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OIA positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $2.77M. The largest seller was Wells Fargo, cutting an estimated $742K.

  • 56 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2020, up from 53 in Q4 2019.
  • Funds reported $27.8M of Invesco Municipal Income Opportunities Trust stock for Q1 2020, down 4.7% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Income Opportunities Trust positions in Q1 2020 and 3 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2020 was Robinson Capital Management, an estimated $2.77M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q1 2020 was Wells Fargo, an estimated $742K sold.

Based on aggregated 13F filings for Q1 2020.