Invesco Municipal Income Opportunities Trust
OIA
45 hedge funds and large institutions have $31M invested in Invesco Municipal Income Opportunities Trust in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.
3% more capital invested
Capital invested by funds: $30.2M → $31M (+$768K)
0.05% more ownership
Funds ownership: 7.83% → 7.89% (+0.05%)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
6% less funds holding
Funds holding: 48 → 45 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.19M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$786K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$241K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$228K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
+$105K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$642K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$539K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$342K |
| 4 |
HK
Horizon Kinetics
New York
|
-$227K |
| 5 |
Bank of New York Mellon
New York
|
-$201K |
OIA Hedge Fund Activity: Q3 2016 in Review
45 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2016, worth a combined $31M — up 2.5% from $30.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of OIA and 1 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 15 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.19M. The largest seller was Morgan Stanley, cutting an estimated $642K.
- 45 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2016, down from 48 in Q2 2016.
- Funds reported $31M of Invesco Municipal Income Opportunities Trust stock for Q3 2016, up 2.5% quarter-over-quarter.
- 1 fund opened new Invesco Municipal Income Opportunities Trust positions in Q3 2016 and 4 closed out, a net change of -3 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2016 was Guggenheim Capital, an estimated $1.19M added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q3 2016 was Morgan Stanley, an estimated $642K sold.
Based on aggregated 13F filings for Q3 2016.