Invesco Municipal Income Opportunities Trust
OIA
60 hedge funds and large institutions have $32.6M invested in Invesco Municipal Income Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
5% more funds holding
Funds holding: 57 → 60 (+3)
0.13% less ownership
Funds ownership: 11.13% → 10.99% (-0.13%)
7% less capital invested
Capital invested by funds: $35.2M → $32.6M (-$2.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$296K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$157K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$139K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$104K |
| 5 |
VanEck Associates
New York
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$755K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$169K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$153K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$128K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$56.2K |
OIA Hedge Fund Activity: Q2 2023 in Review
60 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q2 2023, worth a combined $32.6M — down 7.2% from $35.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OIA positions and 3 closed out — a net gain of 5 holders — while 20 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, adding an estimated $296K. The largest seller was Guggenheim Capital, cutting an estimated $755K.
- 60 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q2 2023, up from 57 in Q1 2023.
- Funds reported $32.6M of Invesco Municipal Income Opportunities Trust stock for Q2 2023, down 7.2% quarter-over-quarter.
- 8 funds opened new Invesco Municipal Income Opportunities Trust positions in Q2 2023 and 3 closed out, a net change of +5 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q2 2023 was LPL Financial, an estimated $296K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q2 2023 was Guggenheim Capital, an estimated $755K sold.
Based on aggregated 13F filings for Q2 2023.