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Invesco Municipal Income Opportunities Trust

64 hedge funds and large institutions have $33.5M invested in Invesco Municipal Income Opportunities Trust in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 6264 (+2)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

1.01% less ownership

Funds ownership: 11.92%10.91% (-1%)

17% less capital invested

Capital invested by funds: $40.3M → $33.5M (-$6.87M)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
16
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.91M +$1.35M +204,565 +29%
Ameriprise
2
Ameriprise
Minnesota
$4.63M -$5.27M -801,120 -53%
Bank of America
3
Bank of America
North Carolina
$2.82M +$1.36M +206,564 +89%
Morgan Stanley
4
Morgan Stanley
New York
$2.62M +$558K +84,706 +26%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.39M -$4.75K -721 -0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.31M +$41.9K +6,372 +2%
CAN
7
Cetera Advisor Networks
California
$1.64M -$13.8K -2,095 -0.8%
VanEck Associates
8
VanEck Associates
New York
$975K -$263K -39,954 -21%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$810K -$675K -102,596 -45%
Wells Fargo
10
Wells Fargo
California
$724K -$27K -4,106 -4%
LPL Financial
11
LPL Financial
California
$629K -$51.2K -7,784 -7%
MML Investors Services
12
MML Investors Services
Massachusetts
$628K -$303 -46 -0%
IWM
13
IHT Wealth Management
Illinois
$557K -$7.12K -1,082 -1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$536K +$8K +1,216 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$421K -$4.05K -615 -0.9%
SWP
16
Stratos Wealth Partners
Ohio
$398K +$30.2K +4,581 +8%
RJA
17
Raymond James & Associates
Florida
$371K +$43.8K +6,657 +13%
BI
18
Berkeley Inc
Idaho
$351K -$780K -118,509 -69%
ARC
19
Advisor Resource Council
Texas
$296K +$303K +45,962 New
HighTower Advisors
20
HighTower Advisors
Illinois
$293K +$4.18K +635 +1%
IWS
21
Insight Wealth Strategies
California
$273K -$7.02K -1,066 -2%
UCFA
22
United Capital Financial Advisors
Texas
$257K -$17K -2,580 -6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$250K +$44.3K +6,736 +21%
SC
24
SouthState Corp
Florida
$206K
Baird Financial Group
25
Baird Financial Group
Wisconsin
$204K +$27.1K +4,120 +15%

OIA Hedge Fund Activity: Q2 2022 in Review

64 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q2 2022, worth a combined $33.5M — down 17% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OIA positions and 7 closed out — a net gain of 2 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $1.36M. The largest seller was Ameriprise, cutting an estimated $5.27M.

  • 64 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q2 2022, up from 62 in Q1 2022.
  • Funds reported $33.5M of Invesco Municipal Income Opportunities Trust stock for Q2 2022, down 17% quarter-over-quarter.
  • 9 funds opened new Invesco Municipal Income Opportunities Trust positions in Q2 2022 and 7 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q2 2022 was Bank of America, an estimated $1.36M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q2 2022 was Ameriprise, an estimated $5.27M sold.

Based on aggregated 13F filings for Q2 2022.