Invesco Municipal Income Opportunities Trust
OIA
57 hedge funds and large institutions have $33.5M invested in Invesco Municipal Income Opportunities Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $28.2M → $33.5M (+$5.33M)
4% more funds holding
Funds holding: 55 → 57 (+2)
0.81% more ownership
Funds ownership: 8.11% → 8.93% (+0.81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$971K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$383K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$347K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$198K |
| 5 |
Rockefeller Capital Management
New York
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$378K |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$317K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$174K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$144K |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$142K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $16K | – | – | – |
|
|
AIM
52
Anchor Investment Management
Columbia,
South Carolina
| $15.7K | +$3.64K | +489 | +33% |
|
|
AF
53
Advisornet Financial
Minnetonka,
Minnesota
| $14K | – | – | – |
|
|
FIA
54
FNY Investment Advisers
New York
| $11K | +$10.4K | +1,396 | New |
|
|
RCA
55
Ranch Capital Advisors
Sarasota,
Florida
| $6K | – | – | – |
|
|
JCM
56
Jacobi Capital Management
Pittston,
Pennsylvania
| $1K | – | – | – |
|
|
JWCA
57
J.W. Cole Advisors
Tampa,
Florida
| – | -$142K | -19,431 | Closed |
|
58
Citadel Advisors
Miami,
Florida
| – | -$78K | -10,626 | Closed |
|
|
UR
59
USCA RIA
Houston,
Texas
| – | -$75K | -10,221 | Closed |
|
|
F
60
F3Logic
Burnsville,
Minnesota
| – | -$7.99K | -1,094 | Closed |
|
OIA Hedge Fund Activity: Q4 2020 in Review
57 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2020, worth a combined $33.5M — up 19% from $28.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OIA positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $971K. The largest seller was Morgan Stanley, cutting an estimated $378K.
- 57 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2020, up from 55 in Q3 2020.
- Funds reported $33.5M of Invesco Municipal Income Opportunities Trust stock for Q4 2020, up 19% quarter-over-quarter.
- 7 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2020 and 4 closed out, a net change of +3 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2020 was Guggenheim Capital, an estimated $971K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q4 2020 was Morgan Stanley, an estimated $378K sold.
Based on aggregated 13F filings for Q4 2020.