Invesco Municipal Income Opportunities Trust
OIA
52 hedge funds and large institutions have $28.2M invested in Invesco Municipal Income Opportunities Trust in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
1.6% less ownership
Funds ownership: 9.34% → 7.74% (-1.6%)
2% less funds holding
Funds holding: 53 → 52 (-1)
13% less capital invested
Capital invested by funds: $32.3M → $28.2M (-$4.14M)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.09M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$836K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$380K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$172K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
-$2.73M |
| 2 |
Morgan Stanley
New York
|
-$2.21M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.05M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$883K |
| 5 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$349K |
OIA Hedge Fund Activity: Q1 2016 in Review
52 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2016, worth a combined $28.2M — down 13% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OIA positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.09M. The largest seller was Sheaff Brock Investment Advisors, exiting entirely with an estimated $2.73M sold.
- 52 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2016, down from 53 in Q4 2015.
- Funds reported $28.2M of Invesco Municipal Income Opportunities Trust stock for Q1 2016, down 13% quarter-over-quarter.
- 4 funds opened new Invesco Municipal Income Opportunities Trust positions in Q1 2016 and 3 closed out, a net change of +1 holder.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2016 was Guggenheim Capital, an estimated $1.09M added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q1 2016 was Sheaff Brock Investment Advisors, an estimated $2.73M sold.
Based on aggregated 13F filings for Q1 2016.