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Invesco Municipal Income Opportunities Trust

72 hedge funds and large institutions have $39.2M invested in Invesco Municipal Income Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

14% more funds holding

Funds holding: 6372 (+9)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.77% more ownership

Funds ownership: 13.18%13.94% (+0.77%)

9% less capital invested

Capital invested by funds: $43M → $39.2M (-$3.8M)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
18
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$104K -$3.97K -608 -3%
SWM
52
Silverlake Wealth Management
Vermont
$102K +$731 +112 +0.7%
HF
53
HRT Financial
New York
$94K +$105K +16,088 New
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$90.3K +$2.1K +322 +2%
Mariner
55
Mariner
Kansas
$90.1K
CP
56
Creekside Partners
California
$87.9K
ACM
57
AlphaStar Capital Management
North Carolina
$82.6K +$91.4K +14,000 New
FAG
58
Fortitude Advisory Group
Washington
$79.5K
MG
59
Marex Group
$77.8K +$86.1K +13,181 New
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$74.4K +$82.3K +12,613 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$74.1K
PWA
62
Phoenix Wealth Advisors
North Carolina
$66.3K
CWM
63
Cornerstone Wealth Management
Missouri
$65.3K +$72.2K +11,064 New
FFA
64
Farther Finance Advisors
California
$55.3K -$536K -82,057 -90%
AG
65
AmeriFlex Group
Nevada
$49.5K +$52.2K +8,000 New
EC
66
Elequin Capital
New York
$41.1K +$45.5K +6,963 New
S
67
SignatureFD
Georgia
$28.8K +$31.9K +4,880 New
GRP
68
Global Retirement Partners
California
$14.2K
NB
69
NBT Bank
New York
$10.8K
FHA
70
First Horizon Advisors
Tennessee
$2.95K
FDW
71
Fourth Dimension Wealth
Ohio
$2.9K +$3.21K +491 New
AWM
72
Activest Wealth Management
Florida
$1.77K
Invesco
73
Invesco
Georgia
-$280K -40,760 Closed
Bessemer Group
74
Bessemer Group
New Jersey
-$274K -40,000 Closed
BI
75
Berkeley Inc
Idaho
-$266K -38,762 Closed

OIA Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2024, worth a combined $39.2M — down 8.8% from $43M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OIA positions and 10 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Logan Stone Capital, opening a new position worth an estimated $1.2M. The largest seller was Farther Finance Advisors, cutting an estimated $536K.

  • 72 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $39.2M of Invesco Municipal Income Opportunities Trust stock for Q4 2024, down 8.8% quarter-over-quarter.
  • 21 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2024 and 10 closed out, a net change of +11 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2024 was Logan Stone Capital, an estimated $1.2M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q4 2024 was Farther Finance Advisors, an estimated $536K sold.

Based on aggregated 13F filings for Q4 2024.