Invesco Municipal Income Opportunities Trust
OIA
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.
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: 60 → 64 (+4)
0.59% more ownership
Funds ownership: 11.04% → 11.63% (+0.59%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.22M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$571K |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$483K |
| 4 |
LPL Financial
San Diego,
California
|
+$341K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$324K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.07M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.01M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$242K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$162K |
| 5 |
PO
Private Ocean
San Rafael,
California
|
-$123K |
OIA Hedge Fund Activity: Q4 2022 in Review
64 of the 6,237 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.