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Invesco Municipal Income Opportunities Trust
OIA

57 hedge funds and large institutions have $33.5M invested in Invesco Municipal Income Opportunities Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $28.2M → $33.5M (+$5.33M)

4% more funds holding

Funds holding: 55 → 57 (+2)

0.81% more ownership

Funds ownership: 8.11% → 8.93% (+0.81%)

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$971K
2
KAS
Kestra Advisory Services
Texas
+$383K
3
Osaic Holdings
Osaic Holdings
Arizona
+$347K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$198K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$194K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$378K
2
RCM
Robinson Capital Management
Michigan
-$317K
3
Bank of America
Bank of America
North Carolina
-$174K
4
Ameriprise
Ameriprise
Minnesota
-$144K
5
JWCA
J.W. Cole Advisors
Florida
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
26
Providence First Trust
Arizona
$191K +$14.9K +2,000 +9%
Stifel Financial
27
Stifel Financial
Missouri
$184K -$2K -269 -1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$172K +$6.48K +870 +4%
TC
29
TownSquare Capital
Utah
$161K – – –
CP
30
Camelot Portfolios
Ohio
$158K – – –
PO
31
Private Ocean
California
$143K – – –
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$141K +$133K +17,841 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$138K +$130K +17,467 New
LWP
34
Legacy Wealth Planning
Nevada
$121K – – –
GLLW
35
Graves Light Lenhart Wealth
Virginia
$96K – – –
CIA
36
Capital Investment Advisors
Georgia
$95K – – –
CF
37
Centaurus Financial
California
$88K – – –
RA
38
RFG Advisory
Alabama
$86K – – –
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$79K +$74.5K +10,000 New
BAM
40
Barrett Asset Management
New York
$70K – – –
AWG
41
Altus Wealth Group
Colorado
$67K +$62.9K +8,440 New
HPC
42
HM Payson & Co
Maine
$58K – – –
Citigroup
43
Citigroup
New York
$47K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$44K – – –
IAIM
45
International Assets Investment Management
Florida
$43K +$40.8K +5,477 New
NFSG
46
Newbridge Financial Services Group
Florida
$42K – – –
BFC
47
Bedel Financial Consulting
Indiana
$34K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$33K – – –
ASN
49
Advisory Services Network
Georgia
$26K +$24.1K +3,232 +9,794%
WEC
50
Winslow Evans & Crocker
Massachusetts
$17K – – –
1
2
3

OIA Hedge Fund Activity: Q4 2020 in Review

57 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2020, worth a combined $33.5M — up 19% from $28.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OIA positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $971K. The largest seller was Morgan Stanley, cutting an estimated $378K.

  • 57 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2020, up from 55 in Q3 2020.
  • Funds reported $33.5M of Invesco Municipal Income Opportunities Trust stock for Q4 2020, up 19% quarter-over-quarter.
  • 7 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2020 and 4 closed out, a net change of +3 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2020 was Guggenheim Capital, an estimated $971K added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q4 2020 was Morgan Stanley, an estimated $378K sold.

Based on aggregated 13F filings for Q4 2020.