OIA icon

Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

55 hedge funds and large institutions have $28.2M invested in Invesco Municipal Income Opportunities Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$630K
2
Ameriprise
Ameriprise
Minnesota
+$346K
3
CAN
Cetera Advisor Networks
California
+$202K
4
IWM
IHT Wealth Management
Illinois
+$163K
5
PFT
Providence First Trust
Arizona
+$162K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$1.45M
2
BF
BOK Financial
Oklahoma
-$200K
3
MWPCG
Measured Wealth Private Client Group
New Hampshire
-$169K
4
LPL Financial
LPL Financial
California
-$143K
5
Bank of America
Bank of America
North Carolina
-$125K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$153K +$2.91K +399 +2%
TC
27
TownSquare Capital
Utah
$149K -$41.5K -5,660 -22%
CP
28
Camelot Portfolios
Ohio
$146K -$50.3K -6,886 -26%
JWCA
29
J.W. Cole Advisors
Florida
$142K +$142K +19,431 New
PO
30
Private Ocean
California
$132K – – –
FAAS
31
First Allied Advisory Services
California
$128K – – –
LWP
32
Legacy Wealth Planning
Nevada
$112K +$112K +15,275 New
GLLW
33
Graves Light Lenhart Wealth
Virginia
$89K – – –
CIA
34
Capital Investment Advisors
Georgia
$88K – – –
CF
35
Centaurus Financial
California
$81K +$81K +11,150 New
RA
36
RFG Advisory
Alabama
$80K – – –
Citadel Advisors
37
Citadel Advisors
Florida
$78K +$78K +10,626 New
UR
38
USCA RIA
Texas
$75K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$70K +$43.8K +6,000 +167%
BAM
40
Barrett Asset Management
New York
$65K – – –
HPC
41
HM Payson & Co
Maine
$54K – – –
Citigroup
42
Citigroup
New York
$43K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$40K – – –
NFSG
44
Newbridge Financial Services Group
Florida
$39K +$39K +5,296 New
BFC
45
Bedel Financial Consulting
Indiana
$31K – – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$30K – – –
WEC
47
Winslow Evans & Crocker
Massachusetts
$16K – – –
GWM
48
Geneos Wealth Management
Colorado
$15K – – –
AF
49
Advisornet Financial
Minnesota
$13K – – –
AIM
50
Anchor Investment Management
South Carolina
$11K – – –
1
2
3