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Invesco Municipal Income Opportunities Trust

56 hedge funds and large institutions have $27.8M invested in Invesco Municipal Income Opportunities Trust in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

6% more funds holding

Funds holding: 5356 (+3)

0.72% more ownership

Funds ownership: 7.77%8.49% (+0.72%)

5% less capital invested

Capital invested by funds: $29.2M → $27.8M (-$1.36M)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$6.45M +$503K +65,631 +8%
RCM
2
Robinson Capital Management
Michigan
$3.79M +$2.77M +361,545 +191%
Morgan Stanley
3
Morgan Stanley
New York
$2.25M -$171K -22,289 -6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.53M -$20.3K -2,652 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.44M +$1.6M +209,453 New
CAN
6
Cetera Advisor Networks
California
$1.2M -$178K -23,204 -12%
VanEck Associates
7
VanEck Associates
New York
$970K -$50.3K -6,563 -4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$934K -$169K -22,096 -14%
Bank of America
9
Bank of America
North Carolina
$886K +$362K +47,193 +58%
Wells Fargo
10
Wells Fargo
California
$695K -$742K -96,888 -49%
GC
11
Guggenheim Capital
Illinois
$642K -$16.3K -2,132 -2%
UBS Group
12
UBS Group
Switzerland
$574K +$153 +20 +0%
MML Investors Services
13
MML Investors Services
Massachusetts
$500K +$39.2K +5,111 +8%
LPL Financial
14
LPL Financial
California
$497K +$41.5K +5,415 +8%
IWM
15
IHT Wealth Management
Illinois
$496K -$11.4K -1,482 -2%
UCFA
16
United Capital Financial Advisors
Texas
$478K -$141K -18,423 -21%
BF
17
BOK Financial
Oklahoma
$378K
RA
18
RFG Advisory
Alabama
$337K +$3.62K +472 +1%
Invesco
19
Invesco
Georgia
$318K -$192K -25,108 -35%
HighTower Advisors
20
HighTower Advisors
Illinois
$308K -$2.51K -328 -0.7%
RJA
21
Raymond James & Associates
Florida
$303K +$47.9K +6,256 +17%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$230K +$31.3K +4,079 +14%
IWS
23
Insight Wealth Strategies
California
$202K +$736 +96 +0.3%
CP
24
Camelot Portfolios
Ohio
$185K
TC
25
TownSquare Capital
Utah
$171K -$46.7K -6,100 -19%

OIA Hedge Fund Activity: Q1 2020 in Review

56 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2020, worth a combined $27.8M — down 4.7% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OIA positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $2.77M. The largest seller was Wells Fargo, cutting an estimated $742K.

  • 56 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2020, up from 53 in Q4 2019.
  • Funds reported $27.8M of Invesco Municipal Income Opportunities Trust stock for Q1 2020, down 4.7% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Income Opportunities Trust positions in Q1 2020 and 3 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2020 was Robinson Capital Management, an estimated $2.77M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q1 2020 was Wells Fargo, an estimated $742K sold.

Based on aggregated 13F filings for Q1 2020.