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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

61 hedge funds and large institutions have $37.3M invested in Invesco Municipal Income Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
Avantax Advisory Services
Texas
+$212K
2
AWA
Arete Wealth Advisors
Illinois
+$157K
3
WAM
Wolverine Asset Management
Illinois
+$119K
4
Morgan Stanley
Morgan Stanley
New York
+$119K
5
PFT
Providence First Trust
Arizona
+$101K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$905K
2
MC
Moors & Cabot
Massachusetts
-$261K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$256K
4
GC
Guggenheim Capital
Illinois
-$215K
5
NWM
Napa Wealth Management
California
-$202K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.86M -$215K -33,838 -4%
Bank of America
2
Bank of America
North Carolina
$4.84M -$116K -18,327 -2%
Ameriprise
3
Ameriprise
Minnesota
$4.21M -$199K -31,271 -5%
Morgan Stanley
4
Morgan Stanley
New York
$2.87M +$119K +18,728 +4%
UBS Group
5
UBS Group
Switzerland
$2.8M -$163K -25,721 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.41M -$905K -142,530 -39%
VanEck Associates
7
VanEck Associates
New York
$1.3M +$9.08K +1,430 +0.7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.28M +$1.65K +260 +0.1%
LPL Financial
9
LPL Financial
California
$937K -$88.7K -13,972 -9%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$793K -$96.8K -15,239 -11%
MML Investors Services
11
MML Investors Services
Massachusetts
$608K -$171 -27 -0%
Wells Fargo
12
Wells Fargo
California
$600K +$70.9K +11,160 +13%
RJA
13
Raymond James & Associates
Florida
$569K -$7.12K -1,121 -1%
IWM
14
IHT Wealth Management
Illinois
$498K – – –
MWM
15
Melfa Wealth Management
Massachusetts
$481K – – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$480K -$22.6K -3,558 -4%
RIL
17
Rothschild Investment LLC
Illinois
$455K – – –
FFA
18
Farther Finance Advisors
California
$431K -$2.07K -331 -0.5%
Invesco
19
Invesco
Georgia
$379K -$175K -27,488 -32%
LCM
20
Landscape Capital Management
New Jersey
$368K +$87.2K +13,732 +31%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$345K -$7.89K -1,243 -2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$342K +$29.7K +4,670 +9%
HighTower Advisors
23
HighTower Advisors
Illinois
$323K +$5.98K +941 +2%
AAS
24
Avantax Advisory Services
Texas
$320K +$212K +33,318 +195%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$303K -$30.9K -4,869 -9%
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