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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

66 hedge funds and large institutions have $41.2M invested in Invesco Municipal Income Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
23
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.66M
2
Ameriprise
Ameriprise
Minnesota
+$1.1M
3
GC
Guggenheim Capital
Illinois
+$628K
4
VanEck Associates
VanEck Associates
New York
+$520K
5
RIL
Rothschild Investment LLC
Illinois
+$455K

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$2.18M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.04M
3
Invesco
Invesco
Georgia
-$336K
4
Wells Fargo
Wells Fargo
California
-$121K
5
KMWM
Keudell/Morrison Wealth Management
Oregon
-$107K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$100K – – –
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$89.5K +$89.5K +14,090 New
FAG
53
Fortitude Advisory Group
Washington
$85.5K +$85.5K +13,468 New
VF
54
Virtu Financial
New York
$82K +$82K +12,987 New
Creative Planning
55
Creative Planning
Kansas
$67.9K +$67.9K +10,697 New
UCFA
56
United Capital Financial Advisors
Texas
$67K -$12.8K -2,018 -16%
KPWS
57
Kestra Private Wealth Services
Texas
$66.8K +$66.8K +10,516 New
AWM
58
AE Wealth Management
Kansas
$63.1K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$7.63K – – –
PTC
60
Private Trust Company
Ohio
$7.62K – – –
KFI
61
Key Financial Inc
Pennsylvania
$6.35K – – –
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$3.56K +$3.56K +560 +56,000%
FHA
64
First Horizon Advisors
Tennessee
$3.18K – – –
ASN
65
Advisory Services Network
Georgia
$210 +$210 +33 New
AF
66
Advisornet Financial
Minnesota
$32 – – –
KMWM
67
Keudell/Morrison Wealth Management
Oregon
– -$107K -18,395 Closed
Stifel Financial
68
Stifel Financial
Missouri
– -$97.1K -16,715 Closed
GLLW
69
Graves Light Lenhart Wealth
Virginia
– -$68.5K -12,180 Closed
SPIA
70
Steward Partners Investment Advisory
New York
– -$55.2K -9,500 Closed
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