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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

66 hedge funds and large institutions have $41.2M invested in Invesco Municipal Income Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
23
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.66M
2
Ameriprise
Ameriprise
Minnesota
+$1.1M
3
GC
Guggenheim Capital
Illinois
+$628K
4
VanEck Associates
VanEck Associates
New York
+$520K
5
RIL
Rothschild Investment LLC
Illinois
+$455K

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$2.18M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.04M
3
Invesco
Invesco
Georgia
-$336K
4
Wells Fargo
Wells Fargo
California
-$121K
5
KMWM
Keudell/Morrison Wealth Management
Oregon
-$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$287K +$46.1K +7,265 +19%
FCI
27
Financial Counselors Inc
Kansas
$273K +$273K +43,009 New
LCM
28
Landscape Capital Management
New Jersey
$255K +$255K +40,169 New
MC
29
Moors & Cabot
Massachusetts
$254K +$254K +40,000 New
IWS
30
Insight Wealth Strategies
California
$240K +$1.34K +211 +0.6%
BB
31
Burford Brothers
Texas
$233K +$233K +36,720 New
Mariner
32
Mariner
Kansas
$207K +$207K +32,558 New
NWM
33
Napa Wealth Management
California
$196K +$196K +30,944 New
PFT
34
Providence First Trust
Arizona
$165K – – –
PFA
35
Pathway Financial Advisers
Indiana
$161K -$29.3K -4,620 -15%
AWA
36
Arete Wealth Advisors
Illinois
$160K – – –
BI
37
Berkeley Inc
Idaho
$160K -$64.4K -10,140 -29%
PFS
38
Prospera Financial Services
Texas
$141K +$26.8K +4,214 +23%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$127K -$8.06K -1,269 -6%
CP
40
Camelot Portfolios
Ohio
$127K – – –
BRWA
41
B. Riley Wealth Advisors
Florida
$124K +$210 +33 +0.2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$121K +$48.2K +7,593 +66%
CAN
43
Cetera Advisor Networks
California
$119K -$2.18M -343,312 -95%
FWM
44
Fairhaven Wealth Management
Illinois
$117K – – –
LNC
45
Lincoln National Corp
Pennsylvania
$117K +$1.6K +252 +1%
Truist Financial
46
Truist Financial
North Carolina
$116K +$28.6K +4,500 +33%
RA
47
RFG Advisory
Alabama
$114K +$1.02K +161 +0.9%
Nomura Holdings
48
Nomura Holdings
Japan
$114K +$114K +17,887 New
GCA
49
Genesee Capital Advisors
New York
$113K +$113K +17,830 New
SWM
50
Silverlake Wealth Management
Vermont
$107K -$48.2K -7,592 -31%
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