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Invesco Municipal Income Opportunities Trust
OIA

53 hedge funds and large institutions have $39.1M invested in Invesco Municipal Income Opportunities Trust in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

11% more capital invested

Capital invested by funds: $35.1M → $39.1M (+$3.97M)

0.54% more ownership

Funds ownership: 9.35% → 9.89% (+0.54%)

0% more funds holding

Funds holding: 53 → 53 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.81M
2
Osaic Holdings
Osaic Holdings
Arizona
+$850K
3
GC
Guggenheim Capital
Illinois
+$682K
4
Morgan Stanley
Morgan Stanley
New York
+$281K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$237K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.29M
2
RCM
Robinson Capital Management
Michigan
-$825K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$138K
4
Wells Fargo
Wells Fargo
California
-$138K
5
MC
Moors & Cabot
Massachusetts
-$64.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
26
Advisor Resource Council
Texas
$200K +$194K +24,062 New
Stifel Financial
27
Stifel Financial
Missouri
$193K – – –
KAS
28
Kestra Advisory Services
Texas
$169K +$137 +17 +0.1%
TC
29
TownSquare Capital
Utah
$168K – – –
CP
30
Camelot Portfolios
Ohio
$166K – – –
HI
31
Harbour Investments
Wisconsin
$166K – – –
PO
32
Private Ocean
California
$166K +$15.2K +1,887 +10%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$157K +$152K +18,852 New
LWP
34
Legacy Wealth Planning
Nevada
$127K – – –
CIA
35
Capital Investment Advisors
Georgia
$101K – – –
GLLW
36
Graves Light Lenhart Wealth
Virginia
$101K – – –
BRWA
37
B. Riley Wealth Advisors
Florida
$101K +$13.1K +1,620 +15%
MC
38
Moors & Cabot
Massachusetts
$100K -$64.4K -7,975 -40%
CF
39
Centaurus Financial
California
$93K – – –
RA
40
RFG Advisory
Alabama
$91K – – –
SBIA
41
Sheaff Brock Investment Advisors
Indiana
$83K – – –
BAM
42
Barrett Asset Management
New York
$74K – – –
BAM
43
Baldrige Asset Management
Pennsylvania
$66K +$64.7K +8,000 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$65K +$18.3K +2,259 +41%
NFSG
45
Newbridge Financial Services Group
Florida
$44K – – –
BFC
46
Bedel Financial Consulting
Indiana
$36K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$35K – – –
Citigroup
48
Citigroup
New York
$29K -$19.9K -2,460 -41%
ASN
49
Advisory Services Network
Georgia
$28K +$27K +3,342 New
SWM
50
Spire Wealth Management
Virginia
$25K +$24.2K +3,000 New
1
2
3

OIA Hedge Fund Activity: Q2 2021 in Review

53 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q2 2021, worth a combined $39.1M — up 11% from $35.1M a quarter earlier.

Fund positioning in OIA was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 10 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.81M. The largest seller was Ameriprise, cutting an estimated $1.29M.

  • 53 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $39.1M of Invesco Municipal Income Opportunities Trust stock for Q2 2021, up 11% quarter-over-quarter.
  • 5 funds opened new Invesco Municipal Income Opportunities Trust positions in Q2 2021 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q2 2021 was Commonwealth Equity Services, an estimated $1.81M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q2 2021 was Ameriprise, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2021.