Invesco Municipal Income Opportunities Trust
OIA
52 hedge funds and large institutions have $32.9M invested in Invesco Municipal Income Opportunities Trust in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 9 closing their positions.
113% more capital inflows, than outflows
Capital inflows: $5.25M | Capital outflows: $2.47M
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
4% more funds holding
Funds holding: 50 → 52 (+2)
0.97% more ownership
Funds ownership: 10.21% → 11.18% (+0.97%)
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guggenheim Capital
Chicago,
Illinois
|
+$986K |
| 2 |
Virtu KCG Holdings
New York
|
+$675K |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$610K |
| 4 |
Parametric Portfolio Associates
Seattle,
Washington
|
+$457K |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
-$447K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$318K |
| 3 |
Wolverine Asset Management
Chicago,
Illinois
|
-$289K |
| 4 |
CWM
Concert Wealth Management
San Jose,
California
|
-$210K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$210K |
OIA Hedge Fund Activity: Q4 2013 in Review
52 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2013, worth a combined $32.9M — up 7.5% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new OIA positions and 9 closed out — a net gain of 2 holders — while 12 added to existing stakes and 20 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $986K. The largest seller was Comerica Bank, exiting entirely with an estimated $447K sold.
- 52 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2013, up from 50 in Q3 2013.
- Funds reported $32.9M of Invesco Municipal Income Opportunities Trust stock for Q4 2013, up 7.5% quarter-over-quarter.
- 11 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2013 and 9 closed out, a net change of +2 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2013 was Guggenheim Capital, an estimated $986K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q4 2013 was Comerica Bank, an estimated $447K sold.
Based on aggregated 13F filings for Q4 2013.