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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

64 hedge funds and large institutions have $33.5M invested in Invesco Municipal Income Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.33M
2
GC
Guggenheim Capital
Illinois
+$1.32M
3
Morgan Stanley
Morgan Stanley
New York
+$546K
4
ARC
Advisor Resource Council
Texas
+$296K
5
KMWM
Keudell/Morrison Wealth Management
Oregon
+$185K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$5.17M
2
BI
Berkeley Inc
Idaho
-$764K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$662K
4
VanEck Associates
VanEck Associates
New York
-$258K
5
BA
Bluesphere Advisors
Pennsylvania
-$177K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Spire Wealth Management
Virginia
$19K – – –
Jones Financial Companies
52
Jones Financial Companies
Missouri
$16K +$16K +2,500 New
SWM
53
SeaCrest Wealth Management
New York
$15K +$15K +2,287 New
AIM
54
Anchor Investment Management
South Carolina
$9.68K – – –
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$8K -$19.8K -2,967 -71%
FMII
56
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
PTC
57
Private Trust Company
Ohio
$8K +$8K +1,200 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$8K +$8K +1,216 New
KFI
59
Key Financial Inc
Pennsylvania
$6K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FHA
61
First Horizon Advisors
Tennessee
$3K – – –
FEG
62
Financial Enhancement Group
Indiana
$2K – – –
BA
63
Bluesphere Advisors
Pennsylvania
– -$177K -24,977 Closed
BSWA
64
Bromfield Sneider Wealth Advisors
Massachusetts
– -$93K -13,050 Closed
CIA
65
Capital Investment Advisors
Georgia
– -$86K -12,101 Closed
BFC
66
Bedel Financial Consulting
Indiana
– -$31K -4,303 Closed
US Bancorp
67
US Bancorp
Minnesota
– -$30K -4,180 Closed
FAG
68
Fortitude Advisory Group
Washington
– -$23K -3,180 Closed
AF
69
Allworth Financial
California
– -$10K -1,479 Closed
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