Invesco Municipal Income Opportunities Trust
OIA
47 hedge funds and large institutions have $26M invested in Invesco Municipal Income Opportunities Trust in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
7% more funds holding
Funds holding: 44 → 47 (+3)
0.4% less ownership
Funds ownership: 7.22% → 6.82% (-0.4%)
4% less capital invested
Capital invested by funds: $27M → $26M (-$994K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$656K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$202K |
| 3 |
Morgan Stanley
New York
|
+$190K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$145K |
| 5 |
Bank of New York Mellon
New York
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.51M |
| 2 |
BO
Bank OZK
Little Rock,
Arkansas
|
-$419K |
| 3 |
SBIA
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
-$97K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$95.3K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$76.2K |
OIA Hedge Fund Activity: Q4 2017 in Review
47 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2017, worth a combined $26M — down 3.7% from $27M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OIA positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was BOK Financial, opening a new position worth an estimated $656K. The largest seller was Guggenheim Capital, cutting an estimated $2.51M.
- 47 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2017, up from 44 in Q3 2017.
- Funds reported $26M of Invesco Municipal Income Opportunities Trust stock for Q4 2017, down 3.7% quarter-over-quarter.
- 7 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2017 and 4 closed out, a net change of +3 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2017 was BOK Financial, an estimated $656K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q4 2017 was Guggenheim Capital, an estimated $2.51M sold.
Based on aggregated 13F filings for Q4 2017.