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, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
3% more capital invested
Capital invested by funds: $38.9M → $40.1M (+$1.21M)
0.04% more ownership
Funds ownership: 12.86% → 12.9% (+0.04%)
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 |
Morgan Stanley
New York
|
+$432K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$297K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$227K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$217K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$439K |
| 2 |
VanEck Associates
New York
|
-$371K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$212K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$160K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$121K |
OIA Hedge Fund Activity: Q1 2024 in Review
60 of the 6,958 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 — up 3.1% from $38.9M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of OIA and 5 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $432K. The largest seller was Advisor Resource Council, exiting entirely with an estimated $439K sold.
- 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, up 3.1% 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 Morgan Stanley, an estimated $432K added.
- The largest Invesco Municipal Income Opportunities Trust seller in Q1 2024 was Advisor Resource Council, an estimated $439K sold.
Based on aggregated 13F filings for Q1 2024.