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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

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
Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
1.04%
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

1
GC
Guggenheim Capital
Illinois
+$786K
2
Bank of America
Bank of America
North Carolina
+$540K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$447K
4
Invesco
Invesco
Georgia
+$377K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$322K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$822K
2
CAN
Cetera Advisor Networks
California
-$613K
3
ARC
Advisor Resource Council
Texas
-$296K
4
SWP
Stratos Wealth Partners
Ohio
-$192K
5
Nomura Holdings
Nomura Holdings
Japan
-$171K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$179K +$82.7K +14,051 +86%
SWP
27
Stratos Wealth Partners
Ohio
$169K -$192K -32,811 -53%
UBS Group
28
UBS Group
Switzerland
$166K -$7.59K -1,298 -4%
PFT
29
Providence First Trust
Arizona
$165K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$161K -$66.9K -11,397 -29%
SWM
31
Silverlake Wealth Management
Vermont
$140K -$15.6K -2,670 -10%
Stifel Financial
32
Stifel Financial
Missouri
$123K -$2.29K -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 +$110K +18,746 New
BRWA
37
B. Riley Wealth Advisors
Florida
$92K -$1.88K -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 +$2.87K +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 +$3.46K +589 +6%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$64K +$64K +10,848 New
RA
46
RFG Advisory
Alabama
$62K +$168 +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 – – –
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2
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