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Invesco Municipal Income Opportunities Trust

51 hedge funds and large institutions have $23.9M invested in Invesco Municipal Income Opportunities Trust in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $22.5M → $23.9M (+$1.4M)

0.28% more ownership

Funds ownership: 6.28%6.56% (+0.28%)

0% more funds holding

Funds holding: 5151 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$4.91M +$207K +26,768 +4%
Morgan Stanley
2
Morgan Stanley
New York
$3.13M -$354K -45,810 -10%
UCFA
3
United Capital Financial Advisors
Texas
$1.34M -$5.2K -672 -0.4%
Wells Fargo
4
Wells Fargo
California
$1.2M -$18.9K -2,442 -2%
CAN
5
Cetera Advisor Networks
California
$1.18M +$25K +3,228 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.16M +$1.16M +150,409 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.13M +$13.8K +1,785 +1%
GC
8
Guggenheim Capital
Illinois
$975K -$120K -15,469 -11%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$729K -$22.5K -2,906 -3%
Invesco
10
Invesco
Georgia
$703K +$73.4K +9,489 +12%
VanEck Associates
11
VanEck Associates
New York
$691K +$37.7K +4,879 +6%
BF
12
BOK Financial
Oklahoma
$633K
Bank of America
13
Bank of America
North Carolina
$565K +$1.2K +155 +0.2%
MML Investors Services
14
MML Investors Services
Massachusetts
$548K +$134K +17,365 +32%
CIA
15
Capital Investment Advisors
Georgia
$458K -$35.6K -4,600 -7%
UBS Group
16
UBS Group
Switzerland
$444K -$110K -14,198 -20%
IA
17
IFP Advisors
Florida
$373K +$80K +10,341 +27%
HighTower Advisors
18
HighTower Advisors
Illinois
$344K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$306K +$73.1K +9,453 +31%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$282K +$83.4K +10,777 +42%
RJA
21
Raymond James & Associates
Florida
$276K -$69K -8,919 -20%
CP
22
Camelot Portfolios
Ohio
$260K
LPL Financial
23
LPL Financial
California
$251K +$696 +90 +0.3%
Creative Planning
24
Creative Planning
Kansas
$217K +$15.5K +2,000 +8%
RA
25
RFG Advisory
Alabama
$159K +$20.6K +2,668 +15%

OIA Hedge Fund Activity: Q3 2018 in Review

51 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2018, worth a combined $23.9M — up 6.2% from $22.5M a quarter earlier.

Fund positioning in OIA was balanced in Q3 2018: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.16M. The largest seller was Morgan Stanley, cutting an estimated $354K.

  • 51 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $23.9M of Invesco Municipal Income Opportunities Trust stock for Q3 2018, up 6.2% quarter-over-quarter.
  • 5 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2018 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.16M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q3 2018 was Morgan Stanley, an estimated $354K sold.

Based on aggregated 13F filings for Q3 2018.