Invesco Municipal Income Opportunities Trust
OIA
60 hedge funds and large institutions have $38.5M invested in Invesco Municipal Income Opportunities Trust in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 5 closing their positions.
320% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 5
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
13% more funds holding
Funds holding: 53 → 60 (+7)
0.3% more ownership
Funds ownership: 9.89% → 10.19% (+0.3%)
1% less capital invested
Capital invested by funds: $39.1M → $38.5M (-$539K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$512K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$436K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$316K |
| 4 |
Goldman Sachs
New York
|
+$242K |
| 5 |
VanEck Associates
New York
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$693K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$277K |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$200K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$157K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
-$100K |
OIA Hedge Fund Activity: Q3 2021 in Review
60 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2021, worth a combined $38.5M — down 1.4% from $39.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new OIA positions and 5 closed out — a net gain of 7 holders — while 21 added to existing stakes and 5 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $512K. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $693K.
- 60 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2021, up from 53 in Q2 2021.
- Funds reported $38.5M of Invesco Municipal Income Opportunities Trust stock for Q3 2021, down 1.4% quarter-over-quarter.
- 12 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2021 and 5 closed out, a net change of +7 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2021 was Cresset Asset Management, an estimated $512K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q3 2021 was Northwestern Mutual Wealth Management, an estimated $693K sold.
Based on aggregated 13F filings for Q3 2021.