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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

60 hedge funds and large institutions have $40.1M invested in Invesco Municipal Income Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-6
Holders Change %
-9.09%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
Guggenheim Capital
Illinois
+$303K
2
Ameriprise
Ameriprise
Minnesota
+$232K
3
Bank of America
Bank of America
North Carolina
+$222K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$148K
5
AAS
Avantax Advisory Services
Texas
+$111K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.95M
2
ARC
Advisor Resource Council
Texas
-$439K
3
VanEck Associates
VanEck Associates
New York
-$379K
4
Invesco
Invesco
Georgia
-$216K
5
AWA
Arete Wealth Advisors
Illinois
-$160K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$6.24M +$303K +46,475 +5%
Bank of America
2
Bank of America
North Carolina
$5.1M +$222K +33,953 +5%
Ameriprise
3
Ameriprise
Minnesota
$4.54M +$232K +35,490 +5%
UBS Group
4
UBS Group
Switzerland
$3.04M +$71.7K +10,980 +2%
Morgan Stanley
5
Morgan Stanley
New York
$2.83M -$1.95M -297,876 -41%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.38M +$24.9K +3,813 +1%
VanEck Associates
7
VanEck Associates
New York
$1.33M -$379K -58,064 -22%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.32M -$28.2K -4,324 -2%
LPL Financial
9
LPL Financial
California
$1.06M -$61.7K -9,451 -6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$915K +$5.2K +797 +0.6%
MML Investors Services
11
MML Investors Services
Massachusetts
$626K +$25.5K +3,905 +4%
RJA
12
Raymond James & Associates
Florida
$593K -$7.02K -1,075 -1%
Invesco
13
Invesco
Georgia
$569K -$216K -33,092 -28%
Wells Fargo
14
Wells Fargo
California
$544K +$38.3K +5,868 +8%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$516K +$307 +47 +0.1%
IWM
16
IHT Wealth Management
Illinois
$512K -$18.8K -2,880 -4%
MWM
17
Melfa Wealth Management
Massachusetts
$494K +$3.13K +479 +0.6%
RIL
18
Rothschild Investment LLC
Illinois
$468K – – –
FFA
19
Farther Finance Advisors
California
$449K +$9.87K +1,525 +2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$363K +$68.1K +10,433 +23%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$346K -$1.93K -295 -0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$344K +$1.11K +170 +0.3%
HighTower Advisors
23
HighTower Advisors
Illinois
$326K +$4.3K +657 +1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$321K -$47.2K -7,228 -13%
LCM
25
Landscape Capital Management
New Jersey
$289K +$26.2K +4,015 +10%
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