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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

66 hedge funds and large institutions have $41.2M invested in Invesco Municipal Income Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
23
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.64M
2
Ameriprise
Ameriprise
Minnesota
$4.19M
3
GC
Guggenheim Capital
Illinois
$5.78M
4
VanEck Associates
VanEck Associates
New York
$1.66M
5
RIL
Rothschild Investment LLC
Illinois
$455K

Top Sellers

1
CAN
Cetera Advisor Networks
California
$119K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.31M
3
Invesco
Invesco
Georgia
$764K
4
Wells Fargo
Wells Fargo
California
$491K
5
KMWM
Keudell/Morrison Wealth Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.78M +$628K +98,910 +12%
Bank of America
2
Bank of America
North Carolina
$4.74M +$329K +51,780 +7%
Morgan Stanley
3
Morgan Stanley
New York
$4.64M +$1.66M +260,960 +56%
Ameriprise
4
Ameriprise
Minnesota
$4.19M +$1.1M +172,830 +36%
UBS Group
5
UBS Group
Switzerland
$2.89M +$326K +51,385 +13%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.29M -$70.3K -11,065 -3%
VanEck Associates
7
VanEck Associates
New York
$1.66M +$520K +81,830 +45%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.31M -$1.04M -164,153 -44%
LPL Financial
9
LPL Financial
California
$1.09M +$23.6K +3,709 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$884K +$28.2K +4,441 +3%
Invesco
11
Invesco
Georgia
$764K -$336K -52,947 -31%
MML Investors Services
12
MML Investors Services
Massachusetts
$584K -$4.55K -717 -0.8%
RJA
13
Raymond James & Associates
Florida
$583K +$132K +20,740 +29%
IWM
14
IHT Wealth Management
Illinois
$516K -$26.4K -4,155 -5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$502K -$13.7K -2,152 -3%
Wells Fargo
16
Wells Fargo
California
$491K -$121K -19,093 -20%
MWM
17
Melfa Wealth Management
Massachusetts
$478K +$22.8K +3,595 +5%
RIL
18
Rothschild Investment LLC
Illinois
$455K +$455K +71,700 New
ARC
19
Advisor Resource Council
Texas
$439K +$439K +69,162 New
FFA
20
Farther Finance Advisors
California
$431K +$246K +38,794 +133%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$358K -$22.9K -3,602 -6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$338K -$25.6K -4,025 -7%
NA
23
NewEdge Advisors
Louisiana
$333K +$166K +26,372 +99%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$333K +$794 +125 +0.2%
HighTower Advisors
25
HighTower Advisors
Illinois
$312K +$4.26K +672 +1%
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