We are live on ! Find out more
OIA icon

Invesco Municipal Income Opportunities Trust

54 hedge funds and large institutions have $25.3M invested in Invesco Municipal Income Opportunities Trust in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

23% more funds holding

Funds holding: 4454 (+10)

0.3% less ownership

Funds ownership: 7.88%7.58% (-0.3%)

18% less capital invested

Capital invested by funds: $31M → $25.3M (-$5.71M)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
11
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.65M -$1.46M -194,258 -17%
Morgan Stanley
2
Morgan Stanley
New York
$3.8M +$462K +61,390 +13%
Wells Fargo
3
Wells Fargo
California
$1.43M +$323K +42,850 +27%
AAM
4
Advisors Asset Management
Colorado
$1.43M -$137K -18,230 -8%
UCFA
5
United Capital Financial Advisors
Texas
$1.36M -$62K -8,228 -4%
CAN
6
Cetera Advisor Networks
California
$955K -$417K -55,406 -29%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$906K +$7.87K +1,045 +0.8%
LPL Financial
8
LPL Financial
California
$871K -$76K -10,088 -8%
UBS Group
9
UBS Group
Switzerland
$540K +$127K +16,896 +29%
LCM
10
Laurion Capital Management
New York
$529K +$555K +73,734 New
DA
11
Doliver Advisors
Texas
$484K +$508K +67,456 New
GWM
12
Greenwich Wealth Management
Connecticut
$473K +$16.1K +2,137 +3%
VanEck Associates
13
VanEck Associates
New York
$472K -$287K -38,054 -37%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$470K +$293K +38,961 +147%
MFS
15
MSI Financial Services
Massachusetts
$448K -$23.8K -3,154 -5%
CIA
16
Capital Investment Advisors
Georgia
$443K -$21K -2,785 -4%
Bank of America
17
Bank of America
North Carolina
$428K -$715K -94,993 -61%
SG Americas Securities
18
SG Americas Securities
New York
$372K +$391K +51,930 New
HighTower Advisors
19
HighTower Advisors
Illinois
$326K +$75 +10 +0%
CP
20
Camelot Portfolios
Ohio
$264K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$232K +$3.79K +504 +2%
WAM
22
Weiss Asset Management
Massachusetts
$196K +$206K +27,399 New
IA
23
IFP Advisors
Florida
$175K -$124K -16,521 -40%
FAAS
24
First Allied Advisory Services
California
$171K
AIA
25
Allegis Investment Advisors
Idaho
$158K

OIA Hedge Fund Activity: Q4 2016 in Review

54 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2016, worth a combined $25.3M — down 18% from $31M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OIA positions and 4 closed out — a net gain of 10 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $555K. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.61M sold.

  • 54 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2016, up from 44 in Q3 2016.
  • Funds reported $25.3M of Invesco Municipal Income Opportunities Trust stock for Q4 2016, down 18% quarter-over-quarter.
  • 14 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2016 and 4 closed out, a net change of +10 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2016 was Laurion Capital Management, an estimated $555K added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q4 2016 was Envestnet Asset Management, an estimated $1.61M sold.

Based on aggregated 13F filings for Q4 2016.