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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+7
Holders Change %
+13.21%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Cresset Asset Management
Illinois
$494K
2
Ameriprise
Ameriprise
Minnesota
$6.83M
3
GC
Guggenheim Capital
Illinois
$3.91M
4
Goldman Sachs
Goldman Sachs
New York
$233K
5
VanEck Associates
VanEck Associates
New York
$1.43M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.76M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.71M
3
ARC
Advisor Resource Council
Texas
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$3.58M
5
MC
Moors & Cabot
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$6.83M +$421K +52,997 +7%
GC
2
Guggenheim Capital
Illinois
$3.91M +$305K +38,373 +8%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.58M -$151K -19,040 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.71M -$267K -33,617 -9%
Morgan Stanley
5
Morgan Stanley
New York
$2.58M +$12.4K +1,563 +0.5%
Bank of America
6
Bank of America
North Carolina
$1.95M +$98.4K +12,377 +5%
CAN
7
Cetera Advisor Networks
California
$1.78M +$16 +2 +0%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$1.76M -$670K -84,268 -28%
VanEck Associates
9
VanEck Associates
New York
$1.43M +$176K +22,129 +14%
BI
10
Berkeley Inc
Idaho
$1.41M +$16.3K +2,048 +1%
Wells Fargo
11
Wells Fargo
California
$801K +$73K +9,182 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$778K -$57.8K -7,272 -7%
IWM
13
IHT Wealth Management
Illinois
$743K +$116K +14,627 +19%
MML Investors Services
14
MML Investors Services
Massachusetts
$708K +$5.31K +667 +0.8%
UBS Group
15
UBS Group
Switzerland
$649K +$14K +1,760 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$518K +$116K +14,583 +29%
LPL Financial
17
LPL Financial
California
$500K +$46.8K +5,884 +10%
CAM
18
Cresset Asset Management
Illinois
$494K +$494K +62,177 New
UCFA
19
United Capital Financial Advisors
Texas
$450K – – –
HighTower Advisors
20
HighTower Advisors
Illinois
$356K – – –
IWS
21
Insight Wealth Strategies
California
$342K +$1.23K +155 +0.4%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$330K – – –
RJA
23
Raymond James & Associates
Florida
$311K +$3.3K +415 +1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$279K +$41.4K +5,213 +17%
BA
25
Bluesphere Advisors
Pennsylvania
$238K – – –
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