Invesco Municipal Income Opportunities Trust
OIA
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.
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
1.34% more ownership
Funds ownership: 10.99% → 12.34% (+1.3%)
5% more capital invested
Capital invested by funds: $32.6M → $34.1M (+$1.47M)
10% less funds holding
Funds holding: 60 → 54 (-6)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.04M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.27M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$548K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$402K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$417K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$236K |
| 3 |
LPL Financial
San Diego,
California
|
-$172K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$155K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$83.2K |
OIA Hedge Fund Activity: Q3 2023 in Review
54 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2023, worth a combined $34.1M — up 4.5% from $32.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of OIA and 2 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 22 added.
The largest buyer was UBS Group, adding an estimated $2.04M. The largest seller was Commonwealth Equity Services, cutting an estimated $417K.
- 54 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2023, down from 60 in Q2 2023.
- Funds reported $34.1M of Invesco Municipal Income Opportunities Trust stock for Q3 2023, up 4.5% quarter-over-quarter.
- 2 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2023 and 6 closed out, a net change of -4 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2023 was UBS Group, an estimated $2.04M added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q3 2023 was Commonwealth Equity Services, an estimated $417K sold.
Based on aggregated 13F filings for Q3 2023.