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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

57 hedge funds and large institutions have $20.7M invested in Invesco Municipal Income Opportunities Trust in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
+$466K
2
WAM
Weiss Asset Management
Massachusetts
+$155K
3
IWM
IHT Wealth Management
Illinois
+$137K
4
LCM
Landscape Capital Management
New Jersey
+$111K
5
Ameriprise
Ameriprise
Minnesota
+$101K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$975K
2
Morgan Stanley
Morgan Stanley
New York
-$599K
3
Wells Fargo
Wells Fargo
California
-$428K
4
IA
IFP Advisors
Florida
-$209K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$126K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$4.55M +$101K +14,549 +2%
Morgan Stanley
2
Morgan Stanley
New York
$2.24M -$599K -86,138 -21%
UCFA
3
United Capital Financial Advisors
Texas
$1.18M -$37.8K -5,434 -3%
CAN
4
Cetera Advisor Networks
California
$1.12M +$50.9K +7,326 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.1M +$78.2K +11,233 +8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.05M -$1.48K -212 -0.1%
VanEck Associates
7
VanEck Associates
New York
$688K +$61.6K +8,849 +10%
Wells Fargo
8
Wells Fargo
California
$662K -$428K -61,478 -39%
Invesco
9
Invesco
Georgia
$613K -$23.7K -3,406 -4%
BF
10
BOK Financial
Oklahoma
$574K – – –
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$535K -$126K -18,144 -19%
MML Investors Services
12
MML Investors Services
Massachusetts
$506K +$9.33K +1,341 +2%
Bank of America
13
Bank of America
North Carolina
$487K -$25.5K -3,671 -5%
WAM
14
Wolverine Asset Management
Illinois
$466K +$466K +67,028 New
CIA
15
Capital Investment Advisors
Georgia
$415K – – –
UBS Group
16
UBS Group
Switzerland
$396K -$6.67K -959 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$312K – – –
LPL Financial
18
LPL Financial
California
$278K +$50.5K +7,256 +22%
RJA
19
Raymond James & Associates
Florida
$250K -$349 -50 -0.1%
CP
20
Camelot Portfolios
Ohio
$236K – – –
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$218K -$59.8K -8,573 -22%
Creative Planning
22
Creative Planning
Kansas
$197K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$192K -$63.5K -9,126 -25%
TC
24
TownSquare Capital
Utah
$169K +$169K +22,105 New
WAM
25
Weiss Asset Management
Massachusetts
$155K +$155K +22,304 New
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