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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

61 hedge funds and large institutions have $37.3M invested in Invesco Municipal Income Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$212K
2
AWA
Arete Wealth Advisors
Illinois
+$157K
3
WAM
Wolverine Asset Management
Illinois
+$119K
4
Morgan Stanley
Morgan Stanley
New York
+$119K
5
PFT
Providence First Trust
Arizona
+$101K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$905K
2
MC
Moors & Cabot
Massachusetts
-$261K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$256K
4
GC
Guggenheim Capital
Illinois
-$215K
5
NWM
Napa Wealth Management
California
-$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$91.7K +$91.7K +14,325 New
FAG
52
Fortitude Advisory Group
Washington
$85.5K – – –
Baird Financial Group
53
Baird Financial Group
Wisconsin
$79.7K -$256K -40,379 -76%
KMWM
54
Keudell/Morrison Wealth Management
Oregon
$71.6K +$71.6K +11,270 New
PWA
55
Phoenix Wealth Advisors
North Carolina
$71.3K -$6.66K -1,049 -9%
KPWS
56
Kestra Private Wealth Services
Texas
$67.1K +$108 +17 +0.2%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$19.8K +$19.8K +3,116 New
GRP
58
Global Retirement Partners
California
$15.2K +$15.2K +2,400 New
CA
59
CoreCap Advisors
Michigan
$11.3K +$11.3K +1,784 New
PTC
60
Private Trust Company
Ohio
$7.62K – – –
FHA
61
First Horizon Advisors
Tennessee
$3.18K – – –
MC
62
Moors & Cabot
Massachusetts
– -$261K -40,000 Closed
NWM
63
Napa Wealth Management
California
– -$202K -30,944 Closed
LNC
64
Lincoln National Corp
Pennsylvania
– -$122K -18,657 Closed
UCFA
65
United Capital Financial Advisors
Texas
– -$68.9K -10,545 Closed
KFI
66
Key Financial Inc
Pennsylvania
– -$6.53K -1,000 Closed
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
– -$5K -830 Closed
TRCT
68
Tower Research Capital (TRC)
New York
– -$1.12K -172 Closed
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