Invesco Municipal Income Opportunities Trust
OIA
51 hedge funds and large institutions have $33.1M invested in Invesco Municipal Income Opportunities Trust in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
4% more funds holding
Funds holding: 49 → 51 (+2)
0.35% less ownership
Funds ownership: 10.62% → 10.27% (-0.35%)
6% less capital invested
Capital invested by funds: $35.1M → $33.1M (-$1.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$231K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$221K |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$218K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$123K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$91.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$815K |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$618K |
| 3 |
HK
Horizon Kinetics
New York
|
-$327K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$110K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$81.4K |
OIA Hedge Fund Activity: Q3 2014 in Review
51 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2014, worth a combined $33.1M — down 5.6% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OIA positions and 3 closed out — a net gain of 2 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $231K. The largest seller was Advisors Asset Management, cutting an estimated $815K.
- 51 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2014, up from 49 in Q2 2014.
- Funds reported $33.1M of Invesco Municipal Income Opportunities Trust stock for Q3 2014, down 5.6% quarter-over-quarter.
- 5 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2014 and 3 closed out, a net change of +2 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2014 was Morgan Stanley, an estimated $231K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q3 2014 was Advisors Asset Management, an estimated $815K sold.
Based on aggregated 13F filings for Q3 2014.