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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

50 hedge funds and large institutions have $23.7M invested in Invesco Municipal Income Opportunities Trust in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-7
Holders Change %
-12.28%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$649K
2
UCFA
United Capital Financial Advisors
Texas
+$434K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$426K
4
Ameriprise
Ameriprise
Minnesota
+$275K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$165K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$466K
2
CIA
Capital Investment Advisors
Georgia
-$369K
3
Morgan Stanley
Morgan Stanley
New York
-$341K
4
WAM
Weiss Asset Management
Massachusetts
-$155K
5
LCM
Landscape Capital Management
New Jersey
-$111K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$5.35M +$275K +35,350 +5%
Morgan Stanley
2
Morgan Stanley
New York
$2.16M -$341K -43,857 -14%
UCFA
3
United Capital Financial Advisors
Texas
$1.75M +$434K +55,792 +33%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.59M +$426K +54,750 +36%
Invesco
5
Invesco
Georgia
$1.34M +$649K +83,448 +95%
CAN
6
Cetera Advisor Networks
California
$1.32M +$69.7K +8,963 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.23M -$1.39K -178 -0.1%
VanEck Associates
8
VanEck Associates
New York
$845K +$76K +9,770 +10%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$762K +$165K +21,266 +28%
Wells Fargo
10
Wells Fargo
California
$721K -$18.5K -2,380 -3%
BF
11
BOK Financial
Oklahoma
$641K – – –
MML Investors Services
12
MML Investors Services
Massachusetts
$589K +$23.2K +2,981 +4%
Bank of America
13
Bank of America
North Carolina
$565K +$20.3K +2,614 +4%
UBS Group
14
UBS Group
Switzerland
$513K +$70.2K +9,014 +16%
HighTower Advisors
15
HighTower Advisors
Illinois
$348K – – –
LPL Financial
16
LPL Financial
California
$308K -$3.19K -409 -1%
RJA
17
Raymond James & Associates
Florida
$257K -$22.2K -2,850 -8%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$251K +$8.1K +1,042 +3%
TC
19
TownSquare Capital
Utah
$250K +$77.9K +10,000 +45%
IWM
20
IHT Wealth Management
Illinois
$230K +$76.3K +9,810 +50%
CP
21
Camelot Portfolios
Ohio
$225K -$38.9K -5,000 -15%
Creative Planning
22
Creative Planning
Kansas
$220K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$218K +$3.05K +391 +1%
IWS
24
Insight Wealth Strategies
California
$181K +$17.2K +2,213 +11%
RA
25
RFG Advisory
Alabama
$178K +$8.37K +1,073 +5%
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