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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

60 hedge funds and large institutions have $32.6M invested in Invesco Municipal Income Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$297K
2
AWA
Arete Wealth Advisors
Illinois
+$157K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$140K
4
CAN
Cetera Advisor Networks
California
+$105K
5
VanEck Associates
VanEck Associates
New York
+$103K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$758K
2
Wells Fargo
Wells Fargo
California
-$169K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$153K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$128K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$56.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$198K +$505 +81 +0.3%
PFT
27
Providence First Trust
Arizona
$168K – – –
NA
28
NewEdge Advisors
Louisiana
$167K -$1.44K -230 -0.9%
AWA
29
Arete Wealth Advisors
Illinois
$157K +$157K +25,220 New
SWM
30
Silverlake Wealth Management
Vermont
$152K +$587 +94 +0.4%
CP
31
Camelot Portfolios
Ohio
$125K – – –
LNC
32
Lincoln National Corp
Pennsylvania
$121K +$1.41K +226 +1%
Stifel Financial
33
Stifel Financial
Missouri
$119K – – –
FWM
34
Fairhaven Wealth Management
Illinois
$115K +$115K +18,450 New
KMWM
35
Keudell/Morrison Wealth Management
Oregon
$115K -$31.8K -5,100 -22%
RA
36
RFG Advisory
Alabama
$110K +$886 +142 +0.8%
BRWA
37
B. Riley Wealth Advisors
Florida
$97.7K – – –
UCFA
38
United Capital Financial Advisors
Texas
$87.8K -$8.28K -1,327 -9%
PFS
39
Prospera Financial Services
Texas
$86K +$86K +13,776 New
Truist Financial
40
Truist Financial
North Carolina
$85.8K – – –
SWP
41
Stratos Wealth Partners
Ohio
$83.2K +$381 +61 +0.5%
Nomura Holdings
42
Nomura Holdings
Japan
$80.2K +$80.2K +12,846 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$78.9K -$56.4K -9,035 -42%
GLLW
44
Graves Light Lenhart Wealth
Virginia
$76K – – –
Corient Private Wealth
45
Corient Private Wealth
Florida
$64K +$64K +10,250 New
AWM
46
AE Wealth Management
Kansas
$63.3K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$59.3K – – –
KTC
48
Kistler-Tiffany Companies
Pennsylvania
$39.1K +$39.1K +6,273 New
FFA
49
Farther Finance Advisors
California
$34.8K +$34.8K +5,569 New
WAM
50
WFA Asset Management
Wisconsin
$27.6K +$27.6K +4,423 New
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