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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

53 hedge funds and large institutions have $34.2M invested in Invesco Municipal Income Opportunities Trust in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.19M
2
AWA
Arete Wealth Advisors
Illinois
+$113K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$111K
4
SWP
Stratos Wealth Partners
Ohio
+$98K
5
Bank of America
Bank of America
North Carolina
+$90.2K

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$406K
2
HK
Horizon Kinetics
New York
-$394K
3
AAM
Advisors Asset Management
Colorado
-$335K
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$140K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$91.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.09M +$1.19M +171,168 +20%
GC
2
Guggenheim Capital
Illinois
$6.42M -$65.5K -9,380 -1%
AAM
3
Advisors Asset Management
Colorado
$5.67M -$335K -48,058 -6%
PPA
4
Parametric Portfolio Associates
Washington
$2.27M -$8.69K -1,245 -0.4%
LPL Financial
5
LPL Financial
California
$1.28M -$37.2K -5,333 -3%
Goldman Sachs
6
Goldman Sachs
New York
$889K – – –
Bank of America
7
Bank of America
North Carolina
$719K +$90.2K +12,936 +14%
GWM
8
Greenwich Wealth Management
Connecticut
$705K -$28.7K -4,105 -4%
CAN
9
Cetera Advisor Networks
California
$696K +$52.3K +7,500 +8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$597K +$32.7K +4,679 +6%
Wells Fargo
11
Wells Fargo
California
$593K +$31.2K +4,465 +6%
UBS Group
12
UBS Group
Switzerland
$564K +$564K +80,852 New
TFMS
13
Trust & Fiduciary Management Services
Massachusetts
$531K -$12.6K -1,800 -2%
CIA
14
Capital Investment Advisors
Georgia
$469K +$5.68K +815 +1%
HK
15
Horizon Kinetics
New York
$467K -$394K -56,280 -46%
CP
16
Camelot Portfolios
Ohio
$425K -$15.4K -2,200 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$413K -$91.7K -13,122 -18%
LCM
18
Landscape Capital Management
New Jersey
$351K +$55.3K +7,933 +19%
AIG
19
American International Group
New York
$350K -$28 -4 -0%
VanEck Associates
20
VanEck Associates
New York
$343K +$89.7K +12,846 +35%
HighTower Advisors
21
HighTower Advisors
Illinois
$318K – – –
AWA
22
Arete Wealth Advisors
Illinois
$279K +$113K +16,135 +68%
TCM
23
Tradewinds Capital Management
Washington
$254K – – –
FAAS
24
First Allied Advisory Services
California
$240K – – –
UCFA
25
United Capital Financial Advisors
Texas
$224K +$2.29K +328 +1%
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