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Invesco Municipal Income Opportunities Trust
OIA

57 hedge funds and large institutions have $20.7M invested in Invesco Municipal Income Opportunities Trust in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

12% more funds holding

Funds holding: 51 → 57 (+6)

0.31% less ownership

Funds ownership: 6.56% → 6.25% (-0.31%)

14% less capital invested

Capital invested by funds: $23.9M → $20.7M (-$3.24M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$485K
2
WAM
Weiss Asset Management
Massachusetts
+$161K
3
IWM
IHT Wealth Management
Illinois
+$143K
4
LCM
Landscape Capital Management
New Jersey
+$115K
5
Ameriprise
Ameriprise
Minnesota
+$105K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$975K
2
Morgan Stanley
Morgan Stanley
New York
-$623K
3
Wells Fargo
Wells Fargo
California
-$445K
4
IA
IFP Advisors
Florida
-$221K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$131K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
51
Doyle Wealth Management
Florida
$9K +$9.5K +1,313 New
NSIM
52
North Star Investment Management
Illinois
$6K +$5.79K +800 New
AIC
53
Ameritas Investment Company
Nebraska
$5K +$5.51K +762 New
US Bancorp
54
US Bancorp
Minnesota
$3K – – –
JCM
55
Jacobi Capital Management
Pennsylvania
$1K +$926 +128 New
GC
56
Guggenheim Capital
Illinois
– -$975K -126,899 Closed
BOH
57
Bank of Hawaii
Hawaii
– -$103K -13,403 Closed
ANB
58
Amarillo National Bank
Texas
– -$101K -13,189 Closed
TSS
59
Two Sigma Securities
New York
– -$91K -11,852 Closed
LB
60
Landmark Bank
Missouri
– -$77K -10,061 Closed
KJWM
61
Kiley Juergens Wealth Management
Washington
– -$15K -2,000 Closed
APP
62
Avantax Planning Partners
Iowa
– -$5K -656 Closed
FHA
63
First Horizon Advisors
Tennessee
– -$4K -500 Closed
BFEC
64
Benjamin F. Edwards & Company
Missouri
– +$145 +20 New
1 2
3

OIA Hedge Fund Activity: Q4 2018 in Review

57 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2018, worth a combined $20.7M — down 14% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OIA positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $485K. The largest seller was Guggenheim Capital, exiting entirely with an estimated $975K sold.

  • 57 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2018, up from 51 in Q3 2018.
  • Funds reported $20.7M of Invesco Municipal Income Opportunities Trust stock for Q4 2018, down 14% quarter-over-quarter.
  • 14 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2018 and 8 closed out, a net change of +6 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2018 was Wolverine Asset Management, an estimated $485K added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q4 2018 was Guggenheim Capital, an estimated $975K sold.

Based on aggregated 13F filings for Q4 2018.