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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

60 hedge funds and large institutions have $40.1M invested in Invesco Municipal Income Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$303K
2
Ameriprise
Ameriprise
Minnesota
+$232K
3
Bank of America
Bank of America
North Carolina
+$222K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$148K
5
AAS
Avantax Advisory Services
Texas
+$111K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.95M
2
ARC
Advisor Resource Council
Texas
-$439K
3
VanEck Associates
VanEck Associates
New York
-$379K
4
Invesco
Invesco
Georgia
-$216K
5
AWA
Arete Wealth Advisors
Illinois
-$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
26
Financial Counselors Inc
Kansas
$281K – – –
NA
27
NewEdge Advisors
Louisiana
$273K -$72.4K -11,093 -21%
MC
28
Moors & Cabot
Massachusetts
$261K – – –
IWS
29
Insight Wealth Strategies
California
$248K +$1.35K +206 +0.5%
BB
30
Burford Brothers
Texas
$240K – – –
Mariner
31
Mariner
Kansas
$213K – – –
NWM
32
Napa Wealth Management
California
$202K – – –
Truist Financial
33
Truist Financial
North Carolina
$180K +$60.6K +9,286 +51%
PFT
34
Providence First Trust
Arizona
$170K – – –
PFS
35
Prospera Financial Services
Texas
$156K +$10.8K +1,658 +7%
RA
36
RFG Advisory
Alabama
$155K +$37.9K +5,811 +32%
PFA
37
Pathway Financial Advisers
Indiana
$153K -$13.2K -2,015 -8%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$148K +$148K +22,661 New
Nomura Holdings
39
Nomura Holdings
Japan
$146K +$29K +4,446 +25%
BI
40
Berkeley Inc
Idaho
$142K -$22.7K -3,478 -14%
CP
41
Camelot Portfolios
Ohio
$131K – – –
CAN
42
Cetera Advisor Networks
California
$122K – – –
LNC
43
Lincoln National Corp
Pennsylvania
$122K +$1.6K +245 +1%
FWM
44
Fairhaven Wealth Management
Illinois
$120K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$120K -$10.8K -1,647 -8%
GCA
46
Genesee Capital Advisors
New York
$116K – – –
BRWA
47
B. Riley Wealth Advisors
Florida
$114K -$192 -33 -0.2%
AAS
48
Avantax Advisory Services
Texas
$111K +$111K +17,048 New
SWM
49
Silverlake Wealth Management
Vermont
$111K +$895 +137 +0.8%
AWS
50
Atria Wealth Solutions
New York
$104K +$104K +15,850 New
1
2
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