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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

60 hedge funds and large institutions have $40.1M invested in Invesco Municipal Income Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$303K
2
Ameriprise
Ameriprise
Minnesota
+$232K
3
Bank of America
Bank of America
North Carolina
+$222K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$148K
5
AAS
Avantax Advisory Services
Texas
+$111K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.95M
2
ARC
Advisor Resource Council
Texas
-$439K
3
VanEck Associates
VanEck Associates
New York
-$379K
4
Invesco
Invesco
Georgia
-$216K
5
AWA
Arete Wealth Advisors
Illinois
-$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$103K – – –
FAG
52
Fortitude Advisory Group
Washington
$87.9K – – –
PWA
53
Phoenix Wealth Advisors
North Carolina
$80.2K +$80.2K +12,284 New
KPWS
54
Kestra Private Wealth Services
Texas
$68.9K +$242 +37 +0.4%
UCFA
55
United Capital Financial Advisors
Texas
$68.9K – – –
PTC
56
Private Trust Company
Ohio
$7.84K – – –
KFI
57
Key Financial Inc
Pennsylvania
$6.53K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FHA
59
First Horizon Advisors
Tennessee
$3.27K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$1.12K +$1.12K +172 New
ARC
61
Advisor Resource Council
Texas
– -$439K -69,162 Closed
AWA
62
Arete Wealth Advisors
Illinois
– -$160K -25,220 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$121K -19,106 Closed
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
– -$89.5K -14,090 Closed
VF
65
Virtu Financial
New York
– -$82K -12,987 Closed
Creative Planning
66
Creative Planning
Kansas
– -$67.9K -10,697 Closed
AWM
67
AE Wealth Management
Kansas
– -$63.1K -10,151 Closed
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
– -$7.63K -1,201 Closed
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
– -$3.56K -561 Closed
ASN
70
Advisory Services Network
Georgia
– -$210 -33 Closed
AF
71
Advisornet Financial
Minnesota
– -$32 -5 Closed
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