Invesco Municipal Income Opportunities Trust
OIA
47 hedge funds and large institutions have $22.4M invested in Invesco Municipal Income Opportunities Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 7 closing their positions.
0% more funds holding
Funds holding: 47 → 47 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.48% less ownership
Funds ownership: 6.82% → 6.34% (-0.48%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
14% less capital invested
Capital invested by funds: $26M → $22.4M (-$3.59M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$321K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$219K |
| 3 |
LPL Financial
San Diego,
California
|
+$145K |
| 4 |
PO
Private Ocean
San Rafael,
California
|
+$140K |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$83.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.22M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$392K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$285K |
| 4 |
Bank of New York Mellon
New York
|
-$143K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$121K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SB
51
Suntrust Banks
Atlanta,
Georgia
| – | -$68K | -10,023 | Closed |
|
|
BAM
52
Barrett Asset Management
New York
| – | -$42K | -5,200 | Closed |
|
53
US Bancorp
Minneapolis,
Minnesota
| – | -$32K | -4,036 | Closed |
|
|
KJWM
54
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$24K | -3,000 | Closed |
|
OIA Hedge Fund Activity: Q1 2018 in Review
47 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2018, worth a combined $22.4M — down 14% from $26M a quarter earlier.
Fund positioning in OIA was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 9 added to existing stakes and 10 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $321K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $1.22M sold.
- 47 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $22.4M of Invesco Municipal Income Opportunities Trust stock for Q1 2018, down 14% quarter-over-quarter.
- 7 funds opened new Invesco Municipal Income Opportunities Trust positions in Q1 2018 and 7 closed out, a net change of 0 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2018 was United Capital Financial Advisors, an estimated $321K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q1 2018 was Cetera Advisor Networks, an estimated $1.22M sold.
Based on aggregated 13F filings for Q1 2018.