Invesco Municipal Income Opportunities Trust
OIA
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.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
14% more funds holding
Funds holding: 63 → 72 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.2M |
| 2 |
SAI
Savvy Advisors Inc
New York
|
+$704K |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$588K |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$445K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$536K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$521K |
| 3 |
EAM
Everstar Asset Management
Mooresville,
North Carolina
|
-$396K |
| 4 |
LPL Financial
San Diego,
California
|
-$281K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$280K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Focus Partners Wealth
Boston,
Massachusetts
| – | -$230K | -33,462 | Closed |
|
|
KPWS
77
Kestra Private Wealth Services
Austin,
Texas
| – | -$191K | -27,875 | Closed |
|
|
AWA
78
Arete Wealth Advisors
Chicago,
Illinois
| – | -$174K | -25,220 | Closed |
|
|
MWM
79
Modera Wealth Management
Westwood,
New Jersey
| – | -$79.9K | -11,640 | Closed |
|
|
BRWA
80
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$74.2K | -10,814 | Closed |
|
|
CA
81
CoreCap Advisors
Southfield,
Michigan
| – | -$12.2K | -1,784 | Closed |
|
|
PTC
82
Private Trust Company
Cleveland,
Ohio
| – | -$8.23K | -1,200 | 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.