Invesco Municipal Income Opportunities Trust
OIA
66 hedge funds and large institutions have $38.9M invested in Invesco Municipal Income Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
22% more funds holding
Funds holding: 54 → 66 (+12)
14% more capital invested
Capital invested by funds: $34.1M → $38.9M (+$4.75M)
0.52% more ownership
Funds ownership: 12.34% → 12.86% (+0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.01M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$579K |
| 3 |
VanEck Associates
New York
|
+$479K |
| 4 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$420K |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$405K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.01M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$961K |
| 3 |
Morgan Stanley
New York
|
-$611K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$310K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$112K |
OIA Hedge Fund Activity: Q4 2023 in Review
66 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2023, worth a combined $38.9M — up 14% from $34.1M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new OIA positions and 4 closed out — a net gain of 12 holders — while 22 added to existing stakes and 16 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.01M. The largest seller was Cetera Advisor Networks, cutting an estimated $2.01M.
- 66 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2023, up from 54 in Q3 2023.
- Funds reported $38.9M of Invesco Municipal Income Opportunities Trust stock for Q4 2023, up 14% quarter-over-quarter.
- 16 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2023 and 4 closed out, a net change of +12 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2023 was Ameriprise, an estimated $1.01M added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q4 2023 was Cetera Advisor Networks, an estimated $2.01M sold.
Based on aggregated 13F filings for Q4 2023.