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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

62 hedge funds and large institutions have $40.3M invested in Invesco Municipal Income Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$3.61M
2
GC
Guggenheim Capital
Illinois
+$806K
3
Bank of America
Bank of America
North Carolina
+$442K
4
SWP
Stratos Wealth Partners
Ohio
+$406K
5
LPL Financial
LPL Financial
California
+$230K

Top Sellers

1
LC
Lindbrook Capital
California
-$320K
2
ARC
Advisor Resource Council
Texas
-$297K
3
Millennium Management
Millennium Management
New York
-$148K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$127K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$114K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$196K +$68.3K +9,591 +53%
SWM
27
Silverlake Wealth Management
Vermont
$188K +$1.21K +171 +0.7%
BA
28
Bluesphere Advisors
Pennsylvania
$177K – – –
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$167K -$127K -18,000 -43%
Stifel Financial
30
Stifel Financial
Missouri
$151K +$19.2K +2,705 +15%
PO
31
Private Ocean
California
$149K – – –
TC
32
TownSquare Capital
Utah
$144K – – –
CP
33
Camelot Portfolios
Ohio
$142K – – –
BRWA
34
B. Riley Wealth Advisors
Florida
$114K – – –
LWP
35
Legacy Wealth Planning
Nevada
$108K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$105K +$531 +75 +0.5%
AFP
37
Ausdal Financial Partners
Iowa
$105K +$845 +119 +0.8%
WWM
38
Western Wealth Management
Colorado
$102K +$102K +14,434 New
KWM
39
Kaydan Wealth Management
Michigan
$94.9K – – –
BSWA
40
Bromfield Sneider Wealth Advisors
Massachusetts
$93K +$93K +13,050 New
GLLW
41
Graves Light Lenhart Wealth
Virginia
$86K – – –
CIA
42
Capital Investment Advisors
Georgia
$86K – – –
CF
43
Centaurus Financial
California
$79K +$79K +11,150 New
RA
44
RFG Advisory
Alabama
$78K +$184 +26 +0.2%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$73K +$73K +10,313 New
AWM
46
AE Wealth Management
Kansas
$72K -$3.37K -475 -4%
IA
47
IFP Advisors
Florida
$69K +$69K +9,225 New
BAM
48
Baldrige Asset Management
Pennsylvania
$57K – – –
BFC
49
Bedel Financial Consulting
Indiana
$31K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$30K – – –
1
2
3