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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

58 hedge funds and large institutions have $40.5M invested in Invesco Municipal Income Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
9
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$1.25M
2
GC
Guggenheim Capital
Illinois
+$850K
3
LC
Lindbrook Capital
California
+$320K
4
ARC
Advisor Resource Council
Texas
+$297K
5
SC
SouthState Corp
Florida
+$256K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$613K
2
Osaic Holdings
Osaic Holdings
Arizona
-$586K
3
CAM
Cresset Asset Management
Illinois
-$494K
4
UBS Group
UBS Group
Switzerland
-$328K
5
Goldman Sachs
Goldman Sachs
New York
-$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$8.12M +$1.25M +156,345 +18%
GC
2
Guggenheim Capital
Illinois
$4.78M +$850K +106,212 +22%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.02M -$586K -73,238 -16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.71M -$11.7K -1,460 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$2.67M +$75.9K +9,487 +3%
CAN
6
Cetera Advisor Networks
California
$1.97M +$176K +22,026 +10%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$1.88M +$109K +13,625 +6%
VanEck Associates
8
VanEck Associates
New York
$1.54M +$99.6K +12,446 +7%
BI
9
Berkeley Inc
Idaho
$1.41M -$14.9K -1,857 -1%
Bank of America
10
Bank of America
North Carolina
$1.35M -$613K -76,545 -31%
Wells Fargo
11
Wells Fargo
California
$929K +$123K +15,429 +15%
AFG
12
Alterity Financial Group
Maine
$830K +$830K +25,173 New
IWM
13
IHT Wealth Management
Illinois
$799K +$51K +6,375 +7%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$783K +$664 +83 +0.1%
MML Investors Services
15
MML Investors Services
Massachusetts
$717K +$5.44K +680 +0.8%
LPL Financial
16
LPL Financial
California
$583K +$80.2K +10,028 +16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$402K -$120K -14,942 -23%
UCFA
18
United Capital Financial Advisors
Texas
$370K -$82.2K -10,274 -18%
HighTower Advisors
19
HighTower Advisors
Illinois
$358K – – –
IWS
20
Insight Wealth Strategies
California
$346K +$1.26K +157 +0.4%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$332K – – –
UBS Group
22
UBS Group
Switzerland
$326K -$328K -40,925 -50%
LC
23
Lindbrook Capital
California
$320K +$320K +40,000 New
RJA
24
Raymond James & Associates
Florida
$314K +$976 +122 +0.3%
ARC
25
Advisor Resource Council
Texas
$297K +$297K +37,084 New
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