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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

58 hedge funds and large institutions have $40.5M invested in Invesco Municipal Income Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
9
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.25M
2
GC
Guggenheim Capital
Illinois
+$850K
3
LC
Lindbrook Capital
California
+$320K
4
ARC
Advisor Resource Council
Texas
+$297K
5
SC
SouthState Corp
Florida
+$256K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$613K
2
Osaic Holdings
Osaic Holdings
Arizona
-$586K
3
CAM
Cresset Asset Management
Illinois
-$494K
4
UBS Group
UBS Group
Switzerland
-$328K
5
Goldman Sachs
Goldman Sachs
New York
-$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
51
Fortitude Advisory Group
Washington
$25K +$25K +3,180 New
SWM
52
Spire Wealth Management
Virginia
$24K – – –
AF
53
Allworth Financial
California
$12K – – –
AIM
54
Anchor Investment Management
South Carolina
$12K – – –
KFI
55
Key Financial Inc
Pennsylvania
$8K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +830 New
CAM
57
Cresset Asset Management
Illinois
– -$494K -62,177 Closed
Goldman Sachs
58
Goldman Sachs
New York
– -$233K -29,355 Closed
WAM
59
Wolverine Asset Management
Illinois
– -$172K -21,688 Closed
KAS
60
Kestra Advisory Services
Texas
– -$162K -20,404 Closed
HI
61
Harbour Investments
Wisconsin
– -$159K -20,000 Closed
Creative Planning
62
Creative Planning
Kansas
– -$96K -12,136 Closed
CF
63
Centaurus Financial
California
– -$89K -11,150 Closed
BAM
64
Barrett Asset Management
New York
– -$71K -8,904 Closed
Jones Financial Companies
65
Jones Financial Companies
Missouri
– -$31K -3,927 Closed
GWM
66
Geneos Wealth Management
Colorado
– -$16K -2,100 Closed
PWA
67
Phoenix Wealth Advisors
North Carolina
– -$17K -2,100 Closed
RCA
68
Ranch Capital Advisors
Florida
– -$7K -885 Closed
KIG
69
Kowal Investment Group
Wisconsin
– -$2K -277 Closed
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