Invesco Municipal Income Opportunities Trust
OIA
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.
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
0.73% less ownership
Funds ownership: 13.63% → 12.9% (-0.73%)
3% less capital invested
Capital invested by funds: $41.2M → $40.1M (-$1.11M)
9% less funds holding
Funds holding: 66 → 60 (-6)
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$297K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$227K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$217K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$145K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.91M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$439K |
| 3 |
VanEck Associates
New York
|
-$371K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$212K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$160K |
OIA Hedge Fund Activity: Q1 2024 in Review
60 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q1 2024, worth a combined $40.1M — down 2.7% from $41.2M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of OIA and 5 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 23 added.
The largest buyer was Guggenheim Capital, adding an estimated $297K. The largest seller was Morgan Stanley, cutting an estimated $1.91M.
- 60 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q1 2024, down from 66 in Q4 2023.
- Funds reported $40.1M of Invesco Municipal Income Opportunities Trust stock for Q1 2024, down 2.7% quarter-over-quarter.
- 5 funds opened new Invesco Municipal Income Opportunities Trust positions in Q1 2024 and 11 closed out, a net change of -6 holders.
- The largest Invesco Municipal Income Opportunities Trust buyer in Q1 2024 was Guggenheim Capital, an estimated $297K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q1 2024 was Morgan Stanley, an estimated $1.91M sold.
Based on aggregated 13F filings for Q1 2024.