Invesco Municipal Income Opportunities Trust
OIA
53 hedge funds and large institutions have $35.1M invested in Invesco Municipal Income Opportunities Trust in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 8 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
5% more capital invested
Capital invested by funds: $33.5M → $35.1M (+$1.6M)
0.42% more ownership
Funds ownership: 8.93% → 9.35% (+0.42%)
7% less funds holding
Funds holding: 57 → 53 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.2M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.18M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$982K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$366K |
| 5 |
BA
Bluesphere Advisors
East Norriton,
Pennsylvania
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.66M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$718K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$443K |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$252K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$141K |
OIA Hedge Fund Activity: Q1 2021 in Review
53 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2021, worth a combined $35.1M — up 4.8% from $33.5M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of OIA and 5 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 21 added.
The largest buyer was Bank of America, adding an estimated $1.2M. The largest seller was Robinson Capital Management, cutting an estimated $1.66M.
- 53 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2021, down from 57 in Q4 2020.
- Funds reported $35.1M of Invesco Municipal Income Opportunities Trust stock for Q1 2021, up 4.8% quarter-over-quarter.
- 5 funds opened new Invesco Municipal Income Opportunities Trust positions in Q1 2021 and 8 closed out, a net change of -3 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2021 was Bank of America, an estimated $1.2M added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q1 2021 was Robinson Capital Management, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2021.