OIA icon

Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

57 hedge funds and large institutions have $33.5M invested in Invesco Municipal Income Opportunities Trust in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$1.03M
2
KAS
Kestra Advisory Services
Texas
+$402K
3
Osaic Holdings
Osaic Holdings
Arizona
+$368K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$210K
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$205K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$400K
2
RCM
Robinson Capital Management
Michigan
-$336K
3
Bank of America
Bank of America
North Carolina
-$185K
4
Ameriprise
Ameriprise
Minnesota
-$152K
5
JWCA
J.W. Cole Advisors
Florida
-$142K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$8.34M -$152K -19,284 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.69M +$368K +46,602 +16%
RCM
3
Robinson Capital Management
Michigan
$2.48M -$336K -42,515 -12%
Morgan Stanley
4
Morgan Stanley
New York
$2.16M -$400K -50,700 -16%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1.82M +$210K +26,542 +13%
GC
6
Guggenheim Capital
Illinois
$1.72M +$1.03M +130,310 +148%
CAN
7
Cetera Advisor Networks
California
$1.56M +$168K +21,342 +12%
BI
8
Berkeley Inc
Idaho
$1.38M +$1.38M +174,931 New
VanEck Associates
9
VanEck Associates
New York
$1.18M +$85K +10,776 +8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$835K -$99.6K -12,635 -11%
Wells Fargo
11
Wells Fargo
California
$746K +$14.5K +1,842 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$664K +$95.8K +12,140 +17%
IWM
13
IHT Wealth Management
Illinois
$660K +$64.7K +8,203 +11%
UBS Group
14
UBS Group
Switzerland
$645K +$53.2K +6,745 +9%
KAS
15
Kestra Advisory Services
Texas
$597K +$402K +51,454 +206%
Bank of America
16
Bank of America
North Carolina
$560K -$185K -23,386 -25%
UCFA
17
United Capital Financial Advisors
Texas
$465K -$34.4K -4,359 -7%
LPL Financial
18
LPL Financial
California
$426K -$2.91K -369 -0.7%
IWS
19
Insight Wealth Strategies
California
$375K +$102K +12,909 +37%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$370K +$30.5K +3,866 +9%
HighTower Advisors
21
HighTower Advisors
Illinois
$353K – – –
RJA
22
Raymond James & Associates
Florida
$314K +$8.91K +1,128 +3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$280K +$205K +26,000 +271%
BF
24
BOK Financial
Oklahoma
$252K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$207K -$20.3K -2,578 -9%
1
2 3