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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

54 hedge funds and large institutions have $34.1M invested in Invesco Municipal Income Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-6
Holders Change %
-10%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.91M
2
GC
Guggenheim Capital
Illinois
+$1.2M
3
Ameriprise
Ameriprise
Minnesota
+$515K
4
Bank of America
Bank of America
North Carolina
+$377K
5
Invesco
Invesco
Georgia
+$264K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$392K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$221K
3
LPL Financial
LPL Financial
California
-$162K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$146K
5
SWP
Stratos Wealth Partners
Ohio
-$83.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$4.71M +$1.2M +205,969 +34%
Bank of America
2
Bank of America
North Carolina
$4.04M +$377K +64,925 +10%
Ameriprise
3
Ameriprise
Minnesota
$2.83M +$515K +88,622 +22%
Morgan Stanley
4
Morgan Stanley
New York
$2.73M +$202K +34,703 +8%
UBS Group
5
UBS Group
Switzerland
$2.35M +$1.91M +329,279 +443%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.16M +$81.7K +14,057 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.15M -$392K -67,439 -15%
CAN
8
Cetera Advisor Networks
California
$2.1M -$53.2K -9,163 -2%
VanEck Associates
9
VanEck Associates
New York
$1.05M -$10.9K -1,879 -1%
Invesco
10
Invesco
Georgia
$1.01M +$264K +45,457 +36%
LPL Financial
11
LPL Financial
California
$972K -$162K -27,876 -14%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$783K -$221K -38,089 -22%
Wells Fargo
13
Wells Fargo
California
$561K +$93.1K +16,021 +20%
MML Investors Services
14
MML Investors Services
Massachusetts
$538K +$697 +120 +0.1%
IWM
15
IHT Wealth Management
Illinois
$496K +$12.8K +2,200 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$472K -$5.26K -905 -1%
MWM
17
Melfa Wealth Management
Massachusetts
$416K +$2.66K +458 +0.6%
RJA
18
Raymond James & Associates
Florida
$413K +$1.28K +221 +0.3%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$349K +$2.06K +355 +0.6%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$333K -$146K -25,141 -31%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$304K +$662 +114 +0.2%
HighTower Advisors
22
HighTower Advisors
Illinois
$282K -$15.8K -2,722 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$220K +$4.37K +753 +2%
IWS
24
Insight Wealth Strategies
California
$218K +$1.15K +197 +0.5%
BI
25
Berkeley Inc
Idaho
$205K +$1.22K +210 +0.6%
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