We are live on ! Find out more
OIA icon

Invesco Municipal Income Opportunities Trust
OIA

54 hedge funds and large institutions have $34.1M invested in Invesco Municipal Income Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

1.34% more ownership

Funds ownership: 10.99% → 12.34% (+1.3%)

5% more capital invested

Capital invested by funds: $32.6M → $34.1M (+$1.47M)

10% less funds holding

Funds holding: 60 → 54 (-6)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.04M
2
GC
Guggenheim Capital
Illinois
+$1.27M
3
Ameriprise
Ameriprise
Minnesota
+$548K
4
Bank of America
Bank of America
North Carolina
+$402K
5
Invesco
Invesco
Georgia
+$281K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$417K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$236K
3
LPL Financial
LPL Financial
California
-$172K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$155K
5
SWP
Stratos Wealth Partners
Ohio
-$83.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
26
Pathway Financial Advisers
Indiana
$174K +$185K +29,991 New
FFA
27
Farther Finance Advisors
California
$169K +$146K +23,567 +423%
NA
28
NewEdge Advisors
Louisiana
$154K -$1.05K -170 -0.6%
PFT
29
Providence First Trust
Arizona
$151K -$6.18K -1,000 -4%
AWA
30
Arete Wealth Advisors
Illinois
$147K – – –
SWM
31
Silverlake Wealth Management
Vermont
$142K +$594 +96 +0.4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$124K -$64.9K -10,498 -33%
CP
33
Camelot Portfolios
Ohio
$116K – – –
BRWA
34
B. Riley Wealth Advisors
Florida
$114K +$24.1K +3,900 +25%
FWM
35
Fairhaven Wealth Management
Illinois
$107K – – –
KMWM
36
Keudell/Morrison Wealth Management
Oregon
$107K – – –
LNC
37
Lincoln National Corp
Pennsylvania
$106K -$7.93K -1,282 -7%
PFS
38
Prospera Financial Services
Texas
$104K +$25.8K +4,164 +30%
RA
39
RFG Advisory
Alabama
$103K +$588 +95 +0.5%
Stifel Financial
40
Stifel Financial
Missouri
$97.1K -$14.7K -2,374 -12%
MWM
41
Modera Wealth Management
New Jersey
$91.6K +$97.5K +15,763 New
Truist Financial
42
Truist Financial
North Carolina
$79.9K – – –
UCFA
43
United Capital Financial Advisors
Texas
$73K -$9.29K -1,502 -11%
GLLW
44
Graves Light Lenhart Wealth
Virginia
$68.5K – – –
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$66.9K -$7.04K -1,139 -9%
AWM
46
AE Wealth Management
Kansas
$59K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$55.2K – – –
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$6.98K – – –
PTC
49
Private Trust Company
Ohio
$6.97K – – –
KFI
50
Key Financial Inc
Pennsylvania
$5.81K – – –
1
2
3

OIA Hedge Fund Activity: Q3 2023 in Review

54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2023, worth a combined $34.1M — up 4.5% from $32.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OIA and 2 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 22 added.

The largest buyer was UBS Group, adding an estimated $2.04M. The largest seller was Commonwealth Equity Services, cutting an estimated $417K.

  • 54 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2023, down from 60 in Q2 2023.
  • Funds reported $34.1M of Invesco Municipal Income Opportunities Trust stock for Q3 2023, up 4.5% quarter-over-quarter.
  • 2 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2023 and 6 closed out, a net change of -4 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2023 was UBS Group, an estimated $2.04M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q3 2023 was Commonwealth Equity Services, an estimated $417K sold.

Based on aggregated 13F filings for Q3 2023.