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Invesco Municipal Income Opportunities Trust
OIA

60 hedge funds and large institutions have $30.8M invested in Invesco Municipal Income Opportunities Trust in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

0.13% more ownership

Funds ownership: 10.91% → 11.04% (+0.13%)

6% less funds holding

Funds holding: 64 → 60 (-4)

8% less capital invested

Capital invested by funds: $33.5M → $30.8M (-$2.64M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$879K
2
Bank of America
Bank of America
North Carolina
+$604K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$499K
4
Invesco
Invesco
Georgia
+$422K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$360K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$919K
2
CAN
Cetera Advisor Networks
California
-$686K
3
ARC
Advisor Resource Council
Texas
-$296K
4
SWP
Stratos Wealth Partners
Ohio
-$215K
5
Nomura Holdings
Nomura Holdings
Japan
-$171K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$179K +$92.1K +14,051 +86%
SWP
27
Stratos Wealth Partners
Ohio
$169K -$215K -32,811 -53%
UBS Group
28
UBS Group
Switzerland
$166K -$8.5K -1,298 -4%
PFT
29
Providence First Trust
Arizona
$165K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$161K -$74.7K -11,397 -29%
SWM
31
Silverlake Wealth Management
Vermont
$140K -$17.5K -2,670 -10%
Stifel Financial
32
Stifel Financial
Missouri
$123K -$2.56K -390 -2%
PO
33
Private Ocean
California
$123K – – –
TC
34
TownSquare Capital
Utah
$119K – – –
CP
35
Camelot Portfolios
Ohio
$117K – – –
LNC
36
Lincoln National Corp
Pennsylvania
$110K +$123K +18,746 New
BRWA
37
B. Riley Wealth Advisors
Florida
$92K -$2.1K -320 -2%
LWP
38
Legacy Wealth Planning
Nevada
$90K – – –
WWM
39
Western Wealth Management
Colorado
$84K – – –
KWM
40
Kaydan Wealth Management
Michigan
$78.3K – – –
IA
41
IFP Advisors
Florida
$72K +$2.51K +383 +4%
GLLW
42
Graves Light Lenhart Wealth
Virginia
$71K – – –
CF
43
Centaurus Financial
California
$65K – – –
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$64K +$3.86K +589 +6%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$64K +$71.1K +10,848 New
RA
46
RFG Advisory
Alabama
$62K +$197 +30 +0.3%
AWM
47
AE Wealth Management
Kansas
$59K – – –
BAM
48
Baldrige Asset Management
Pennsylvania
$47K – – –
SWM
49
Spire Wealth Management
Virginia
$18K – – –
AIM
50
Anchor Investment Management
South Carolina
$8.79K – – –
1
2
3

OIA Hedge Fund Activity: Q3 2022 in Review

60 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2022, worth a combined $30.8M — down 7.9% from $33.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OIA and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was Guggenheim Capital, adding an estimated $879K. The largest seller was Ameriprise, cutting an estimated $919K.

  • 60 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2022, down from 64 in Q2 2022.
  • Funds reported $30.8M of Invesco Municipal Income Opportunities Trust stock for Q3 2022, down 7.9% quarter-over-quarter.
  • 3 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2022 and 6 closed out, a net change of -3 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2022 was Guggenheim Capital, an estimated $879K added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q3 2022 was Ameriprise, an estimated $919K sold.

Based on aggregated 13F filings for Q3 2022.