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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$212K
2
AWA
Arete Wealth Advisors
Illinois
+$157K
3
WAM
Wolverine Asset Management
Illinois
+$119K
4
Morgan Stanley
Morgan Stanley
New York
+$119K
5
PFT
Providence First Trust
Arizona
+$101K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$905K
2
MC
Moors & Cabot
Massachusetts
-$261K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$256K
4
GC
Guggenheim Capital
Illinois
-$215K
5
NWM
Napa Wealth Management
California
-$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$296K +$30.6K +4,815 +12%
SA
27
Sanctuary Advisors
Indiana
$278K +$278K +45,357 New
FCI
28
Financial Counselors Inc
Kansas
$273K – – –
PFT
29
Providence First Trust
Arizona
$267K +$101K +15,974 +61%
IWS
30
Insight Wealth Strategies
California
$242K +$1.41K +222 +0.6%
BB
31
Burford Brothers
Texas
$219K -$14.3K -2,250 -6%
Nomura Holdings
32
Nomura Holdings
Japan
$200K +$57.8K +9,102 +41%
Truist Financial
33
Truist Financial
North Carolina
$176K +$838 +132 +0.5%
RA
34
RFG Advisory
Alabama
$169K +$18K +2,829 +12%
AWA
35
Arete Wealth Advisors
Illinois
$157K +$157K +25,220 New
PFS
36
Prospera Financial Services
Texas
$153K +$1.8K +283 +1%
PFA
37
Pathway Financial Advisers
Indiana
$140K -$8.18K -1,288 -6%
BI
38
Berkeley Inc
Idaho
$129K -$8.54K -1,345 -6%
CP
39
Camelot Portfolios
Ohio
$127K – – –
BRWA
40
B. Riley Wealth Advisors
Florida
$126K +$1.69K +266 +1%
WAM
41
Wolverine Asset Management
Illinois
$119K +$119K +18,787 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$117K +$603 +95 +0.5%
FWM
43
Fairhaven Wealth Management
Illinois
$117K – – –
AWS
44
Atria Wealth Solutions
New York
$115K +$14.8K +2,328 +15%
GCA
45
Genesee Capital Advisors
New York
$113K – – –
SWM
46
Silverlake Wealth Management
Vermont
$109K +$705 +111 +0.7%
MWM
47
Modera Wealth Management
New Jersey
$100K – – –
Mariner
48
Mariner
Kansas
$97K -$110K -17,283 -53%
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$94.9K -$49K -7,718 -34%
CP
50
Creekside Partners
California
$94.6K +$94.6K +14,892 New
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