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Invesco Municipal Income Opportunities Trust

62 hedge funds and large institutions have $40.3M invested in Invesco Municipal Income Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

7% more funds holding

Funds holding: 5862 (+4)

1.42% more ownership

Funds ownership: 10.5%11.92% (+1.4%)

1% less capital invested

Capital invested by funds: $40.5M → $40.3M (-$212K)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$10.9M +$3.69M +502,811 +49%
GC
2
Guggenheim Capital
Illinois
$5.05M +$833K +113,542 +19%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.61M -$37.8K -5,148 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.5M +$91.9K +12,528 +4%
Morgan Stanley
5
Morgan Stanley
New York
$2.29M -$90.6K -12,346 -4%
CAN
6
Cetera Advisor Networks
California
$1.81M +$72.8K +9,918 +4%
Bank of America
7
Bank of America
North Carolina
$1.64M +$456K +62,201 +37%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$1.62M -$51.3K -6,994 -3%
VanEck Associates
9
VanEck Associates
New York
$1.36M -$7.17K -978 -0.5%
BI
10
Berkeley Inc
Idaho
$1.23M -$20.1K -2,742 -2%
Wells Fargo
11
Wells Fargo
California
$826K +$609 +83 +0.1%
LPL Financial
12
LPL Financial
California
$747K +$237K +32,362 +44%
MML Investors Services
13
MML Investors Services
Massachusetts
$692K +$57.2K +7,795 +9%
IWM
14
IHT Wealth Management
Illinois
$621K -$91.7K -12,494 -13%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$581K -$118K -16,028 -16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$468K +$115K +15,626 +31%
SWP
17
Stratos Wealth Partners
Ohio
$406K +$419K +57,118 New
RJA
18
Raymond James & Associates
Florida
$361K +$84.6K +11,536 +29%
HighTower Advisors
19
HighTower Advisors
Illinois
$318K
IWS
20
Insight Wealth Strategies
California
$308K +$1.31K +178 +0.4%
UCFA
21
United Capital Financial Advisors
Texas
$301K -$28.1K -3,832 -8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$228K -$23.5K -3,199 -9%
SC
23
SouthState Corp
Florida
$227K
UBS Group
24
UBS Group
Switzerland
$223K -$68.9K -9,394 -23%
PFT
25
Providence First Trust
Arizona
$200K

OIA Hedge Fund Activity: Q1 2022 in Review

62 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2022, worth a combined $40.3M — down 0.52% from $40.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OIA positions and 6 closed out — a net gain of 5 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.69M. The largest seller was Lindbrook Capital, exiting entirely with an estimated $320K sold.

  • 62 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2022, up from 58 in Q4 2021.
  • Funds reported $40.3M of Invesco Municipal Income Opportunities Trust stock for Q1 2022, down 0.52% quarter-over-quarter.
  • 11 funds opened new Invesco Municipal Income Opportunities Trust positions in Q1 2022 and 6 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2022 was Ameriprise, an estimated $3.69M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q1 2022 was Lindbrook Capital, an estimated $320K sold.

Based on aggregated 13F filings for Q1 2022.