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Invesco Municipal Income Opportunities Trust

63 hedge funds and large institutions have $43M invested in Invesco Municipal Income Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $37.3M → $43M (+$5.68M)

3% more funds holding

Funds holding: 6163 (+2)

0.83% more ownership

Funds ownership: 12.35%13.18% (+0.83%)

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.45M +$1.06M +163,452 +18%
Bank of America
2
Bank of America
North Carolina
$5.61M +$359K +55,091 +7%
Ameriprise
3
Ameriprise
Minnesota
$4.63M +$64.2K +9,858 +1%
UBS Group
4
UBS Group
Switzerland
$3.35M +$313K +48,130 +11%
Morgan Stanley
5
Morgan Stanley
New York
$3.06M -$35.6K -5,473 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.37M -$16.5K -2,541 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.33M -$182K -27,914 -13%
VanEck Associates
8
VanEck Associates
New York
$1.31M -$45.7K -7,013 -3%
LPL Financial
9
LPL Financial
California
$1.13M +$113K +17,300 +12%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$957K +$95.1K +14,602 +12%
EAM
11
Everstar Asset Management
North Carolina
$809K +$767K +117,900 New
Wells Fargo
12
Wells Fargo
California
$670K +$21.5K +3,300 +3%
FFA
13
Farther Finance Advisors
California
$627K +$145K +22,308 +32%
MML Investors Services
14
MML Investors Services
Massachusetts
$620K -$35.2K -5,413 -6%
RJA
15
Raymond James & Associates
Florida
$579K -$34.4K -5,289 -6%
MWM
16
Melfa Wealth Management
Massachusetts
$519K
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$518K
RIL
18
Rothschild Investment LLC
Illinois
$492K
IWM
19
IHT Wealth Management
Illinois
$467K -$67.7K -10,400 -13%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$439K +$66.5K +10,217 +19%
AAS
21
Avantax Advisory Services
Texas
$393K +$44.7K +6,864 +14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$366K -$6.82K -1,048 -2%
HighTower Advisors
23
HighTower Advisors
Illinois
$351K +$2.86K +439 +0.9%
NA
24
NewEdge Advisors
Louisiana
$321K +$710 +109 +0.2%
PFT
25
Providence First Trust
Arizona
$309K +$20K +3,072 +7%

OIA Hedge Fund Activity: Q3 2024 in Review

63 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q3 2024, worth a combined $43M — up 15% from $37.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OIA positions and 6 closed out — a net gain of 2 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.06M. The largest seller was Landscape Capital Management, exiting entirely with an estimated $368K sold.

  • 63 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q3 2024, up from 61 in Q2 2024.
  • Funds reported $43M of Invesco Municipal Income Opportunities Trust stock for Q3 2024, up 15% quarter-over-quarter.
  • 8 funds opened new Invesco Municipal Income Opportunities Trust positions in Q3 2024 and 6 closed out, a net change of +2 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q3 2024 was Guggenheim Capital, an estimated $1.06M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q3 2024 was Landscape Capital Management, an estimated $368K sold.

Based on aggregated 13F filings for Q3 2024.