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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

51 hedge funds and large institutions have $26.5M invested in Invesco Municipal Income Opportunities Trust in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$617K
2
TFMS
Trust & Fiduciary Management Services
Massachusetts
+$510K
3
LSA
Liberty Street Advisors
New York
+$338K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$300K
5
PPA
Parametric Portfolio Associates
Washington
+$112K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$1.45M
2
LPL Financial
LPL Financial
California
-$562K
3
CRC
Curi RMB Capital
Illinois
-$381K
4
DA
Doliver Advisors
Texas
-$257K
5
GC
Guggenheim Capital
Illinois
-$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.74M +$617K +91,292 +10%
GC
2
Guggenheim Capital
Illinois
$3.86M -$251K -37,182 -6%
PPA
3
Parametric Portfolio Associates
Washington
$2.17M +$112K +16,511 +5%
AAM
4
Advisors Asset Management
Colorado
$2.14M -$1.45M -214,202 -40%
LPL Financial
5
LPL Financial
California
$1.04M -$562K -81,676 -35%
GWM
6
Greenwich Wealth Management
Connecticut
$783K +$29.1K +4,300 +4%
CAN
7
Cetera Advisor Networks
California
$655K +$16.4K +2,419 +3%
UCFA
8
United Capital Financial Advisors
Texas
$603K +$102K +15,100 +20%
Wells Fargo
9
Wells Fargo
California
$595K -$76.4K -11,297 -11%
UBS Group
10
UBS Group
Switzerland
$572K -$6.91K -1,021 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$570K +$100K +14,786 +21%
LCM
12
Landscape Capital Management
New Jersey
$547K +$89.4K +13,214 +20%
TFMS
13
Trust & Fiduciary Management Services
Massachusetts
$510K +$510K +75,415 New
VanEck Associates
14
VanEck Associates
New York
$452K +$25.6K +3,788 +6%
Bank of America
15
Bank of America
North Carolina
$449K -$79.9K -11,807 -15%
CIA
16
Capital Investment Advisors
Georgia
$446K – – –
AWA
17
Arete Wealth Advisors
Illinois
$351K +$16.4K +2,427 +5%
LSA
18
Liberty Street Advisors
New York
$338K +$338K +50,043 New
CP
19
Camelot Portfolios
Ohio
$330K -$81K -12,000 -20%
HighTower Advisors
20
HighTower Advisors
Illinois
$308K – – –
HK
21
Horizon Kinetics
New York
$306K -$15K -2,210 -5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$300K +$300K +44,319 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$249K -$6.08K -898 -2%
TCM
24
Tradewinds Capital Management
Washington
$246K – – –
AIG
25
American International Group
New York
$228K +$11.7K +1,730 +5%
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