Invesco Municipal Income Opportunities Trust
OIA
61 hedge funds and large institutions have $37.3M invested in Invesco Municipal Income Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 60 → 61 (+1)
0.55% less ownership
Funds ownership: 12.9% → 12.35% (-0.55%)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
7% less capital invested
Capital invested by funds: $40.1M → $37.3M (-$2.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$209K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$158K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$118K |
| 4 |
Morgan Stanley
New York
|
+$117K |
| 5 |
PFT
Providence First Trust
Scottsdale,
Arizona
|
+$100K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$894K |
| 2 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$261K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$253K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$212K |
| 5 |
NWM
Napa Wealth Management
Napa,
California
|
-$202K |
OIA Hedge Fund Activity: Q2 2024 in Review
61 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q2 2024, worth a combined $37.3M — down 6.8% from $40.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OIA positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 21 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $209K. The largest seller was Osaic Holdings, cutting an estimated $894K.
- 61 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q2 2024, up from 60 in Q1 2024.
- Funds reported $37.3M of Invesco Municipal Income Opportunities Trust stock for Q2 2024, down 6.8% quarter-over-quarter.
- 9 funds opened new Invesco Municipal Income Opportunities Trust positions in Q2 2024 and 7 closed out, a net change of +2 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q2 2024 was Avantax Advisory Services, an estimated $209K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q2 2024 was Osaic Holdings, an estimated $894K sold.
Based on aggregated 13F filings for Q2 2024.