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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

64 hedge funds and large institutions have $33.5M invested in Invesco Municipal Income Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.33M
2
GC
Guggenheim Capital
Illinois
+$1.32M
3
Morgan Stanley
Morgan Stanley
New York
+$546K
4
ARC
Advisor Resource Council
Texas
+$296K
5
KMWM
Keudell/Morrison Wealth Management
Oregon
+$185K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$5.17M
2
BI
Berkeley Inc
Idaho
-$764K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$662K
4
VanEck Associates
VanEck Associates
New York
-$258K
5
BA
Bluesphere Advisors
Pennsylvania
-$177K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$191K -$10.7K -1,661 -5%
KMWM
27
Keudell/Morrison Wealth Management
Oregon
$185K +$185K +28,752 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$184K +$32.2K +5,000 +21%
PFT
29
Providence First Trust
Arizona
$182K – – –
SWM
30
Silverlake Wealth Management
Vermont
$172K +$1.04K +161 +0.6%
Nomura Holdings
31
Nomura Holdings
Japan
$171K +$171K +26,603 New
Stifel Financial
32
Stifel Financial
Missouri
$138K +$602 +93 +0.4%
PO
33
Private Ocean
California
$135K – – –
TC
34
TownSquare Capital
Utah
$131K – – –
CP
35
Camelot Portfolios
Ohio
$129K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$105K +$9.8K +1,526 +10%
BRWA
37
B. Riley Wealth Advisors
Florida
$104K – – –
LWP
38
Legacy Wealth Planning
Nevada
$99K – – –
AFP
39
Ausdal Financial Partners
Iowa
$97K +$1.33K +205 +1%
NA
40
NewEdge Advisors
Louisiana
$97K +$97K +15,165 New
WWM
41
Western Wealth Management
Colorado
$94K – – –
KWM
42
Kaydan Wealth Management
Michigan
$86.2K – – –
GLLW
43
Graves Light Lenhart Wealth
Virginia
$79K – – –
QPWM
44
Quadrant Private Wealth Management
Pennsylvania
$76K +$76K +11,811 New
RA
45
RFG Advisory
Alabama
$74K +$254 +38 +0.3%
CF
46
Centaurus Financial
California
$72K – – –
IA
47
IFP Advisors
Florida
$69K – – –
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$67K – – –
AWM
49
AE Wealth Management
Kansas
$65K – – –
BAM
50
Baldrige Asset Management
Pennsylvania
$52K – – –
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