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Invesco Municipal Income Opportunities Trust

64 hedge funds and large institutions have $34.4M invested in Invesco Municipal Income Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $30.8M → $34.4M (+$3.53M)

7% more funds holding

Funds holding: 6064 (+4)

0.59% more ownership

Funds ownership: 11.04%11.63% (+0.59%)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
21
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.44M -$1.07M -177,480 -17%
Bank of America
2
Bank of America
North Carolina
$3.9M +$571K +94,663 +18%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.84M +$254K +42,099 +10%
Morgan Stanley
4
Morgan Stanley
New York
$2.81M +$290K +47,976 +12%
Ameriprise
5
Ameriprise
Minnesota
$2.57M -$1.01M -166,518 -29%
CAN
6
Cetera Advisor Networks
California
$2.19M +$1.22M +201,802 +136%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.04M -$162K -26,843 -8%
LPL Financial
8
LPL Financial
California
$1.05M +$341K +56,478 +51%
VanEck Associates
9
VanEck Associates
New York
$1.04M +$119K +19,710 +13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$902K -$89.1K -14,762 -9%
Wells Fargo
11
Wells Fargo
California
$741K +$79.9K +13,240 +13%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$735K +$483K +79,953 +212%
Invesco
13
Invesco
Georgia
$583K +$175K +29,010 +45%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$578K -$242K -40,031 -30%
MML Investors Services
15
MML Investors Services
Massachusetts
$571K -$42.3K -7,005 -7%
IWM
16
IHT Wealth Management
Illinois
$513K -$40.6K -6,724 -8%
UBS Group
17
UBS Group
Switzerland
$512K +$324K +53,737 +189%
MWM
18
Melfa Wealth Management
Massachusetts
$463K +$448K +74,273 New
RJA
19
Raymond James & Associates
Florida
$412K +$93.2K +15,436 +30%
HighTower Advisors
20
HighTower Advisors
Illinois
$312K +$3.99K +661 +1%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$296K +$24K +3,982 +9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$287K -$89.9K -14,897 -24%
BI
23
Berkeley Inc
Idaho
$232K -$105K -17,373 -32%
IWS
24
Insight Wealth Strategies
California
$231K -$32.2K -5,342 -13%
KMWM
25
Keudell/Morrison Wealth Management
Oregon
$218K -$41.9K -6,942 -17%

OIA Hedge Fund Activity: Q4 2022 in Review

64 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2022, worth a combined $34.4M — up 11% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OIA positions and 8 closed out — a net gain of 5 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $1.22M. The largest seller was Guggenheim Capital, cutting an estimated $1.07M.

  • 64 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2022, up from 60 in Q3 2022.
  • Funds reported $34.4M of Invesco Municipal Income Opportunities Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 13 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2022 and 8 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2022 was Cetera Advisor Networks, an estimated $1.22M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q4 2022 was Guggenheim Capital, an estimated $1.07M sold.

Based on aggregated 13F filings for Q4 2022.