Invesco Municipal Income Opportunities Trust
OIA
44 hedge funds and large institutions have $27M invested in Invesco Municipal Income Opportunities Trust in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
0.33% less ownership
Funds ownership: 7.55% → 7.22% (-0.33%)
2% less capital invested
Capital invested by funds: $27.7M → $27M (-$684K)
6% less funds holding
Funds holding: 47 → 44 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BO
Bank OZK
Little Rock,
Arkansas
|
+$419K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$257K |
| 3 |
Morgan Stanley
New York
|
+$160K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$125K |
| 5 |
VanEck Associates
New York
|
+$114K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.22M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$527K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$190K |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$142K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$141K |
OIA Hedge Fund Activity: Q3 2017 in Review
44 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2017, worth a combined $27M — down 2.5% from $27.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of OIA and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 13 added.
The largest buyer was Bank OZK, opening a new position worth an estimated $419K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.22M sold.
- 44 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2017, down from 47 in Q2 2017.
- Funds reported $27M of Invesco Municipal Income Opportunities Trust stock for Q3 2017, down 2.5% quarter-over-quarter.
- 3 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2017 and 6 closed out, a net change of -3 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2017 was Bank OZK, an estimated $419K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q3 2017 was Advisors Asset Management, an estimated $1.22M sold.
Based on aggregated 13F filings for Q3 2017.