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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

50 hedge funds and large institutions have $30.6M invested in Invesco Municipal Income Opportunities Trust in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$6.68M
2
GC
Guggenheim Capital
Illinois
$3.79M
3
LPL Financial
LPL Financial
California
$1.89M
4
Goldman Sachs
Goldman Sachs
New York
$806K
5
U
UBS
Switzerland
$1.14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$4.48M
2
DA
Doliver Advisors
Texas
$102K
3
RJFSA
Raymond James Financial Services Advisors
Florida
$498K
4
CS
Credit Suisse
Switzerland
$0
5
TC
TFS Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$6.68M +$1.02M +160,442 +18%
Morgan Stanley
2
Morgan Stanley
New York
$4.48M -$773K -122,176 -15%
GC
3
Guggenheim Capital
Illinois
$3.79M +$828K +130,761 +28%
LPL Financial
4
LPL Financial
California
$1.89M +$813K +133,682 +75%
HK
5
Horizon Kinetics
New York
$1.6M -$245K -38,787 -13%
U
6
UBS
Switzerland
$1.14M +$615K +97,116 +117%
Bank of America
7
Bank of America
North Carolina
$1.02M +$179K +28,239 +21%
Goldman Sachs
8
Goldman Sachs
New York
$806K +$806K +127,381 New
Nuveen Asset Management
9
Nuveen Asset Management
Illinois
$595K +$595K +94,000 New
GWM
10
Greenwich Wealth Management
Connecticut
$557K +$557K +87,998 New
Wells Fargo
11
Wells Fargo
California
$541K -$102K -16,136 -16%
PPA
12
Parametric Portfolio Associates
Washington
$517K +$517K +81,602 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$498K -$407K -64,302 -45%
TFMS
14
Trust & Fiduciary Management Services
Massachusetts
$496K – – –
Comerica Bank
15
Comerica Bank
Texas
$447K +$237K +37,431 +113%
RJA
16
Raymond James & Associates
Florida
$418K -$6.14K -969 -1%
First Trust Advisors
17
First Trust Advisors
Illinois
$372K -$76.6K -12,113 -17%
GEM
18
Global Endowment Management
North Carolina
$367K +$58.9K +9,300 +19%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$349K – – –
CP
20
Camelot Portfolios
Ohio
$347K – – –
Ameriprise
21
Ameriprise
Minnesota
$318K +$318K +50,159 New
AQR Capital Management
22
AQR Capital Management
Connecticut
$314K +$314K +49,641 New
HighTower Advisors
23
HighTower Advisors
Illinois
$293K – – –
WAM
24
Wolverine Asset Management
Illinois
$289K +$122K +19,311 +73%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$258K -$24.9K -3,928 -9%
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