We are live on ! Find out more
OIA icon

Invesco Municipal Income Opportunities Trust

50 hedge funds and large institutions have $27.7M invested in Invesco Municipal Income Opportunities Trust in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $27.8M → $27.7M (-$67.6K)

0.36% less ownership

Funds ownership: 8.49%8.14% (-0.36%)

11% less funds holding

Funds holding: 5650 (-6)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$7.38M +$654K +95,512 +10%
RCM
2
Robinson Capital Management
Michigan
$3.99M +$29.8K +4,343 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$2.33M -$11.9K -1,738 -0.5%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.49M -$8.16K -1,191 -0.6%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.48M -$107K -15,591 -7%
CAN
6
Cetera Advisor Networks
California
$1.06M -$181K -26,351 -15%
VanEck Associates
7
VanEck Associates
New York
$1M -$5.87K -857 -0.6%
Bank of America
8
Bank of America
North Carolina
$799K -$118K -17,171 -13%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$779K -$185K -26,936 -20%
Wells Fargo
10
Wells Fargo
California
$666K -$55.2K -8,053 -8%
GC
11
Guggenheim Capital
Illinois
$655K -$12.9K -1,879 -2%
UBS Group
12
UBS Group
Switzerland
$600K +$2.86K +418 +0.5%
LPL Financial
13
LPL Financial
California
$530K +$12.4K +1,808 +3%
MML Investors Services
14
MML Investors Services
Massachusetts
$517K -$2.79K -408 -0.6%
UCFA
15
United Capital Financial Advisors
Texas
$453K -$42.9K -6,264 -9%
BF
16
BOK Financial
Oklahoma
$426K +$30.7K +4,478 +8%
IWM
17
IHT Wealth Management
Illinois
$381K -$130K -18,934 -26%
HighTower Advisors
18
HighTower Advisors
Illinois
$321K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$321K +$78.2K +11,412 +34%
RJA
20
Raymond James & Associates
Florida
$276K -$38.4K -5,610 -13%
IWS
21
Insight Wealth Strategies
California
$247K +$35.5K +5,178 +18%
CP
22
Camelot Portfolios
Ohio
$193K
TC
23
TownSquare Capital
Utah
$188K
MWPCG
24
Measured Wealth Private Client Group
New Hampshire
$169K
Stifel Financial
25
Stifel Financial
Missouri
$168K +$29.1K +4,243 +22%

OIA Hedge Fund Activity: Q2 2020 in Review

50 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q2 2020, worth a combined $27.7M — down 0.24% from $27.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of OIA and 1 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 9 added.

The largest buyer was Ameriprise, adding an estimated $654K. The largest seller was Invesco, exiting entirely with an estimated $318K sold.

  • 50 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q2 2020, down from 56 in Q1 2020.
  • Funds reported $27.7M of Invesco Municipal Income Opportunities Trust stock for Q2 2020, down 0.24% quarter-over-quarter.
  • 1 fund opened new Invesco Municipal Income Opportunities Trust positions in Q2 2020 and 7 closed out, a net change of -6 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q2 2020 was Ameriprise, an estimated $654K added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q2 2020 was Invesco, an estimated $318K sold.

Based on aggregated 13F filings for Q2 2020.