We are live on ! Find out more
OIA icon

Invesco Municipal Income Opportunities Trust
OIA

63 hedge funds and large institutions have $43M invested in Invesco Municipal Income Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $37.3M → $43M (+$5.68M)

3% more funds holding

Funds holding: 61 → 63 (+2)

0.83% more ownership

Funds ownership: 12.35% → 13.18% (+0.83%)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.06M
2
Bank of America
Bank of America
North Carolina
+$359K
3
UBS Group
UBS Group
Switzerland
+$313K
4
Bessemer Group
Bessemer Group
New Jersey
+$260K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$218K

Top Sellers

Rank Fund Capital Flow
1
LCM
Landscape Capital Management
New Jersey
-$368K
2
Nomura Holdings
Nomura Holdings
Japan
-$200K
3
Osaic Holdings
Osaic Holdings
Arizona
-$182K
4
Invesco
Invesco
Georgia
-$123K
5
WAM
Wolverine Asset Management
Illinois
-$119K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
26
Financial Counselors Inc
Kansas
$295K – – –
SA
27
Sanctuary Advisors
Indiana
$287K -$7.85K -1,206 -3%
Invesco
28
Invesco
Georgia
$280K -$123K -18,914 -32%
Bessemer Group
29
Bessemer Group
New Jersey
$274K +$260K +40,000 New
BI
30
Berkeley Inc
Idaho
$266K +$120K +18,381 +90%
IWS
31
Insight Wealth Strategies
California
$263K +$1.37K +211 +0.6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$262K -$62K -9,519 -20%
BB
33
Burford Brothers
Texas
$236K – – –
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$230K +$218K +33,462 New
RA
35
RFG Advisory
Alabama
$225K +$40.7K +6,246 +23%
KPWS
36
Kestra Private Wealth Services
Texas
$191K +$113K +17,305 +164%
Truist Financial
37
Truist Financial
North Carolina
$191K +$814 +125 +0.5%
AWA
38
Arete Wealth Advisors
Illinois
$174K – – –
PFS
39
Prospera Financial Services
Texas
$167K +$1.74K +267 +1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$166K +$37.2K +5,709 +31%
PFA
41
Pathway Financial Advisers
Indiana
$153K +$1.33K +204 +0.9%
CP
42
Camelot Portfolios
Ohio
$137K – – –
HKAM
43
Horizon Kinetics Asset Management
New York
$137K +$130K +19,911 New
FWM
44
Fairhaven Wealth Management
Illinois
$127K – – –
AWS
45
Atria Wealth Solutions
New York
$125K +$527 +81 +0.4%
GCA
46
Genesee Capital Advisors
New York
$122K – – –
SWM
47
Silverlake Wealth Management
Vermont
$118K +$697 +107 +0.6%
Mariner
48
Mariner
Kansas
$105K – – –
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$103K +$299 +46 +0.3%
CP
50
Creekside Partners
California
$102K – – –
1
2
3

OIA Hedge Fund Activity: Q3 2024 in Review

63 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2024, worth a combined $43M — up 15% from $37.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OIA positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.06M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $368K sold.

  • 63 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2024, up from 61 in Q2 2024.
  • Funds reported $43M of Invesco Municipal Income Opportunities Trust stock for Q3 2024, up 15% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $1.06M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q3 2024 was Landscape Capital Management, an estimated $368K sold.

Based on aggregated 13F filings for Q3 2024.