Invesco Municipal Income Opportunities Trust
OIA
53 hedge funds and large institutions have $39.1M invested in Invesco Municipal Income Opportunities Trust in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
11% more capital invested
Capital invested by funds: $35.1M → $39.1M (+$3.97M)
0.54% more ownership
Funds ownership: 9.35% → 9.89% (+0.54%)
0% more funds holding
Funds holding: 53 → 53 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.81M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$850K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$682K |
| 4 |
Morgan Stanley
New York
|
+$281K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.29M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$825K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$138K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$138K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$64.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $17K | – | – | – |
|
|
AIM
52
Anchor Investment Management
Columbia,
South Carolina
| $12.5K | – | – | – |
|
|
RCA
53
Ranch Capital Advisors
Sarasota,
Florida
| $7K | -$7.15K | -885 | Closed |
|
|
RCM
54
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$825K | -104,012 | Closed |
|
|
55
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$138K | -17,467 | Closed |
|
|
IAIM
56
International Assets Investment Management
Orlando,
Florida
| – | -$43K | -5,477 | Closed |
|
|
EP
57
Eudaimonia Partners
Winchester,
Tennessee
| – | -$4K | -541 | Closed |
|
OIA Hedge Fund Activity: Q2 2021 in Review
53 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q2 2021, worth a combined $39.1M — up 11% from $35.1M a quarter earlier.
Fund positioning in OIA was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 17 added to existing stakes and 10 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.81M. The largest seller was Ameriprise, cutting an estimated $1.29M.
- 53 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $39.1M of Invesco Municipal Income Opportunities Trust stock for Q2 2021, up 11% quarter-over-quarter.
- 5 funds opened new Invesco Municipal Income Opportunities Trust positions in Q2 2021 and 5 closed out, a net change of 0 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q2 2021 was Commonwealth Equity Services, an estimated $1.81M added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q2 2021 was Ameriprise, an estimated $1.29M sold.
Based on aggregated 13F filings for Q2 2021.