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Invesco Municipal Income Opportunities Trust
OIA

72 hedge funds and large institutions have $39.2M invested in Invesco Municipal Income Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

14% more funds holding

Funds holding: 63 → 72 (+9)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.77% more ownership

Funds ownership: 13.18% → 13.94% (+0.77%)

9% less capital invested

Capital invested by funds: $43M → $39.2M (-$3.8M)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
18
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
+$1.2M
2
SAI
Savvy Advisors Inc
New York
+$704K
3
RAM
Readystate Asset Management
Illinois
+$588K
4
Nomura Holdings
Nomura Holdings
Japan
+$445K
5
WAM
Wolverine Asset Management
Illinois
+$438K

Top Sellers

Rank Fund Capital Flow
1
FFA
Farther Finance Advisors
California
-$536K
2
Osaic Holdings
Osaic Holdings
Arizona
-$521K
3
EAM
Everstar Asset Management
North Carolina
-$396K
4
LPL Financial
LPL Financial
California
-$281K
5
Invesco
Invesco
Georgia
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$277K +$57K +8,738 +23%
SA
27
Sanctuary Advisors
Indiana
$271K -$1.68K -258 -0.6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$265K -$55.3K -8,467 -16%
FCI
29
Financial Counselors Inc
Kansas
$254K – – –
RA
30
RFG Advisory
Alabama
$241K +$52.4K +8,027 +24%
IWS
31
Insight Wealth Strategies
California
$228K +$1.46K +224 +0.6%
VF
32
Virtu Financial
New York
$208K +$161K +24,708 +235%
BB
33
Burford Brothers
Texas
$203K – – –
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$202K -$194K -29,771 -46%
PFT
35
Providence First Trust
Arizona
$171K -$104K -16,000 -36%
Truist Financial
36
Truist Financial
North Carolina
$165K +$868 +133 +0.5%
N
37
Nuveen
North Carolina
$159K +$97.7K +14,960 +124%
PFS
38
Prospera Financial Services
Texas
$145K +$901 +138 +0.6%
LCM
39
Landscape Capital Management
New Jersey
$142K +$157K +24,014 New
Jane Street
40
Jane Street
New York
$136K +$151K +23,129 New
PFA
41
Pathway Financial Advisers
Indiana
$133K +$1.44K +221 +1%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$133K -$10.9K -1,677 -7%
CP
43
Camelot Portfolios
Ohio
$118K – – –
HKAM
44
Horizon Kinetics Asset Management
New York
$117K – – –
XT
45
XTX Topco
Cayman Islands
$112K +$124K +18,955 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$111K +$123K +18,898 New
FWM
47
Fairhaven Wealth Management
Illinois
$109K – – –
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$109K +$120K +18,414 New
Citadel Advisors
49
Citadel Advisors
Florida
$107K +$118K +18,054 New
GCA
50
Genesee Capital Advisors
New York
$105K – – –
1
2
3 4

OIA Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2024, worth a combined $39.2M — down 8.8% from $43M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OIA positions and 10 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Logan Stone Capital, opening a new position worth an estimated $1.2M. The largest seller was Farther Finance Advisors, cutting an estimated $536K.

  • 72 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $39.2M of Invesco Municipal Income Opportunities Trust stock for Q4 2024, down 8.8% quarter-over-quarter.
  • 21 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2024 and 10 closed out, a net change of +11 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2024 was Logan Stone Capital, an estimated $1.2M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q4 2024 was Farther Finance Advisors, an estimated $536K sold.

Based on aggregated 13F filings for Q4 2024.