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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

49 hedge funds and large institutions have $35.1M invested in Invesco Municipal Income Opportunities Trust in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$861K
2
Morgan Stanley
Morgan Stanley
New York
+$755K
3
PPA
Parametric Portfolio Associates
Washington
+$733K
4
AAM
Advisors Asset Management
Colorado
+$437K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$161K

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
-$653K
2
HK
Horizon Kinetics
New York
-$556K
3
GEM
Global Endowment Management
North Carolina
-$382K
4
U
UBS
Switzerland
-$366K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$359K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$6.81M +$437K +62,768 +7%
GC
2
Guggenheim Capital
Illinois
$6.34M +$861K +123,647 +16%
Morgan Stanley
3
Morgan Stanley
New York
$5.64M +$755K +108,555 +15%
PPA
4
Parametric Portfolio Associates
Washington
$2.35M +$733K +105,356 +45%
LPL Financial
5
LPL Financial
California
$1.37M +$6.08K +873 +0.4%
HK
6
Horizon Kinetics
New York
$1.19M -$556K -79,937 -32%
Nuveen Asset Management
7
Nuveen Asset Management
Illinois
$905K +$34.8K +5,000 +4%
Goldman Sachs
8
Goldman Sachs
New York
$887K +$411 +59 +0%
GWM
9
Greenwich Wealth Management
Connecticut
$787K +$696 +100 +0.1%
Bank of America
10
Bank of America
North Carolina
$740K +$31.2K +4,475 +4%
CAN
11
Cetera Advisor Networks
California
$648K +$32.1K +4,601 +5%
Wells Fargo
12
Wells Fargo
California
$606K +$87.9K +12,609 +17%
U
13
UBS
Switzerland
$564K -$366K -52,585 -39%
TFMS
14
Trust & Fiduciary Management Services
Massachusetts
$556K – – –
RJFSA
15
Raymond James Financial Services Advisors
Florida
$546K +$6.35K +913 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$503K +$119K +17,065 +31%
CIA
17
Capital Investment Advisors
Georgia
$462K -$42.2K -6,063 -8%
CP
18
Camelot Portfolios
Ohio
$420K +$8.63K +1,239 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$370K – – –
AIG
20
American International Group
New York
$338K +$13.7K +1,969 +4%
HighTower Advisors
21
HighTower Advisors
Illinois
$317K -$5.49K -788 -2%
RJA
22
Raymond James & Associates
Florida
$265K -$190K -27,314 -42%
TCM
23
Tradewinds Capital Management
Washington
$253K – – –
VanEck Associates
24
VanEck Associates
New York
$242K -$6.06K -871 -2%
FAAS
25
First Allied Advisory Services
California
$240K +$119K +16,967 +98%
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