Invesco Municipal Income Opportunities Trust
OIA
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.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
4% more funds holding
Funds holding: 51 → 53 (+2)
3% more capital invested
Capital invested by funds: $33.1M → $34.2M (+$1.13M)
0.06% more ownership
Funds ownership: 10.27% → 10.34% (+0.06%)
13% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.17M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$110K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$109K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$95.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$88.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$406K |
| 2 |
HK
Horizon Kinetics
New York
|
-$384K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$328K |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$136K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$89.5K |
OIA Hedge Fund Activity: Q4 2014 in Review
53 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2014, worth a combined $34.2M — up 3.4% from $33.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OIA positions and 4 closed out — a net gain of 3 holders — while 14 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.17M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $406K sold.
- 53 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2014, up from 51 in Q3 2014.
- Funds reported $34.2M of Invesco Municipal Income Opportunities Trust stock for Q4 2014, up 3.4% quarter-over-quarter.
- 7 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2014 and 4 closed out, a net change of +3 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2014 was Morgan Stanley, an estimated $1.17M added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q4 2014 was Bank of New York Mellon, an estimated $406K sold.
Based on aggregated 13F filings for Q4 2014.