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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

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
Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.91%
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

1
GC
Guggenheim Capital
Illinois
+$1.12M
2
Bank of America
Bank of America
North Carolina
+$378K
3
UBS Group
UBS Group
Switzerland
+$330K
4
Bessemer Group
Bessemer Group
New Jersey
+$274K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$230K

Top Sellers

1
LCM
Landscape Capital Management
New Jersey
-$368K
2
Nomura Holdings
Nomura Holdings
Japan
-$200K
3
Osaic Holdings
Osaic Holdings
Arizona
-$191K
4
Invesco
Invesco
Georgia
-$130K
5
WAM
Wolverine Asset Management
Illinois
-$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
26
Financial Counselors Inc
Kansas
$295K – – –
SA
27
Sanctuary Advisors
Indiana
$287K -$7.83K -1,206 -3%
Invesco
28
Invesco
Georgia
$280K -$130K -18,914 -32%
Bessemer Group
29
Bessemer Group
New Jersey
$274K +$274K +40,000 New
BI
30
Berkeley Inc
Idaho
$266K +$126K +18,381 +90%
IWS
31
Insight Wealth Strategies
California
$263K +$1.45K +211 +0.6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$262K -$65.3K -9,519 -20%
BB
33
Burford Brothers
Texas
$236K – – –
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$230K +$230K +33,462 New
RA
35
RFG Advisory
Alabama
$225K +$42.8K +6,246 +23%
KPWS
36
Kestra Private Wealth Services
Texas
$191K +$119K +17,305 +164%
Truist Financial
37
Truist Financial
North Carolina
$191K +$858 +125 +0.5%
AWA
38
Arete Wealth Advisors
Illinois
$174K – – –
PFS
39
Prospera Financial Services
Texas
$167K +$1.83K +267 +1%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$166K +$39.2K +5,709 +31%
PFA
41
Pathway Financial Advisers
Indiana
$153K +$1.4K +204 +0.9%
CP
42
Camelot Portfolios
Ohio
$137K – – –
HKAM
43
Horizon Kinetics Asset Management
New York
$137K +$137K +19,911 New
FWM
44
Fairhaven Wealth Management
Illinois
$127K – – –
AWS
45
Atria Wealth Solutions
New York
$125K +$556 +81 +0.4%
GCA
46
Genesee Capital Advisors
New York
$122K – – –
SWM
47
Silverlake Wealth Management
Vermont
$118K +$734 +107 +0.6%
Mariner
48
Mariner
Kansas
$105K – – –
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$103K +$316 +46 +0.3%
CP
50
Creekside Partners
California
$102K – – –
1
2
3