Invesco Municipal Income Opportunities Trust
OIA
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.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
9% more capital invested
Capital invested by funds: $27.9M → $30.6M (+$2.65M)
6% more funds holding
Funds holding: 47 → 50 (+3)
1.34% more ownership
Funds ownership: 8.87% → 10.21% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1M |
| 2 |
LPL Financial
San Diego,
California
|
+$834K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$815K |
| 4 |
Goldman Sachs
New York
|
+$794K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$762K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$588K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$402K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$401K |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$250K |
OIA Hedge Fund Activity: Q3 2013 in Review
50 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2013, worth a combined $30.6M — up 9.5% from $27.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OIA positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1M. The largest seller was Morgan Stanley, cutting an estimated $762K.
- 50 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2013, up from 47 in Q2 2013.
- Funds reported $30.6M of Invesco Municipal Income Opportunities Trust stock for Q3 2013, up 9.5% quarter-over-quarter.
- 7 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2013 and 4 closed out, a net change of +3 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2013 was Advisors Asset Management, an estimated $1M added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q3 2013 was Morgan Stanley, an estimated $762K sold.
Based on aggregated 13F filings for Q3 2013.