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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

63 hedge funds and large institutions have $43M invested in Invesco Municipal Income Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.12M
2
Bank of America
Bank of America
North Carolina
+$378K
3
UBS Group
UBS Group
Switzerland
+$330K
4
Bessemer Group
Bessemer Group
New Jersey
+$274K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$230K

Top Sellers

1
LCM
Landscape Capital Management
New Jersey
-$368K
2
Nomura Holdings
Nomura Holdings
Japan
-$200K
3
Osaic Holdings
Osaic Holdings
Arizona
-$191K
4
Invesco
Invesco
Georgia
-$130K
5
WAM
Wolverine Asset Management
Illinois
-$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
51
Fortitude Advisory Group
Washington
$92.4K – – –
Baird Financial Group
52
Baird Financial Group
Wisconsin
$86.1K – – –
Nuveen Asset Management
53
Nuveen Asset Management
Illinois
$82.8K +$82.8K +12,065 New
MWM
54
Modera Wealth Management
New Jersey
$79.9K -$28.3K -4,123 -26%
PWA
55
Phoenix Wealth Advisors
North Carolina
$77.1K – – –
BRWA
56
B. Riley Wealth Advisors
Florida
$74.2K -$61.8K -9,009 -45%
VF
57
Virtu Financial
New York
$72K +$72K +10,525 New
GRP
58
Global Retirement Partners
California
$16.5K – – –
NB
59
NBT Bank
New York
$12.5K +$12.5K +1,824 New
CA
60
CoreCap Advisors
Michigan
$12.2K – – –
PTC
61
Private Trust Company
Ohio
$8.23K – – –
FHA
62
First Horizon Advisors
Tennessee
$3.43K – – –
AWM
63
Activest Wealth Management
Florida
$2.06K +$2.06K +300 New
LCM
64
Landscape Capital Management
New Jersey
– -$368K -57,916 Closed
Nomura Holdings
65
Nomura Holdings
Japan
– -$200K -31,435 Closed
WAM
66
Wolverine Asset Management
Illinois
– -$119K -18,787 Closed
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
– -$91.7K -14,325 Closed
KMWM
68
Keudell/Morrison Wealth Management
Oregon
– -$71.6K -11,270 Closed
Jones Financial Companies
69
Jones Financial Companies
Missouri
– -$19.8K -3,116 Closed
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