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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

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
Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
0.93%
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

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.86M
2
Osaic Holdings
Osaic Holdings
Arizona
+$874K
3
GC
Guggenheim Capital
Illinois
+$702K
4
Morgan Stanley
Morgan Stanley
New York
+$289K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$244K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$1.32M
2
RCM
Robinson Capital Management
Michigan
-$825K
3
Wells Fargo
Wells Fargo
California
-$142K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$138K
5
MC
Moors & Cabot
Massachusetts
-$66.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
26
Advisor Resource Council
Texas
$200K +$200K +24,062 New
Stifel Financial
27
Stifel Financial
Missouri
$193K – – –
KAS
28
Kestra Advisory Services
Texas
$169K +$141 +17 +0.1%
TC
29
TownSquare Capital
Utah
$168K – – –
HI
30
Harbour Investments
Wisconsin
$166K – – –
CP
31
Camelot Portfolios
Ohio
$166K – – –
PO
32
Private Ocean
California
$166K +$15.7K +1,887 +10%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$157K +$157K +18,852 New
LWP
34
Legacy Wealth Planning
Nevada
$127K – – –
GLLW
35
Graves Light Lenhart Wealth
Virginia
$101K – – –
CIA
36
Capital Investment Advisors
Georgia
$101K – – –
BRWA
37
B. Riley Wealth Advisors
Florida
$101K +$13.5K +1,620 +15%
MC
38
Moors & Cabot
Massachusetts
$100K -$66.5K -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 +$66K +8,000 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$65K +$18.9K +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 -$20.5K -2,460 -41%
ASN
49
Advisory Services Network
Georgia
$28K +$28K +3,342 New
SWM
50
Spire Wealth Management
Virginia
$25K +$25K +3,000 New
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2
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