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Invesco Municipal Income Opportunities Trust
OIA

Overview Fund Activity

71 hedge funds and large institutions have $39.1M invested in Invesco Municipal Income Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
18
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
Logan Stone Capital
Illinois
+$1.08M
2
SAI
Savvy Advisors Inc
New York
+$636K
3
RAM
Readystate Asset Management
Illinois
+$531K
4
Nomura Holdings
Nomura Holdings
Japan
+$402K
5
WAM
Wolverine Asset Management
Illinois
+$396K

Top Sellers

1
FFA
Farther Finance Advisors
California
-$484K
2
Osaic Holdings
Osaic Holdings
Arizona
-$471K
3
EAM
Everstar Asset Management
North Carolina
-$358K
4
Invesco
Invesco
Georgia
-$280K
5
Bessemer Group
Bessemer Group
New Jersey
-$274K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$6.75M +$348K +59,007 +5%
Bank of America
2
Bank of America
North Carolina
$5.04M +$218K +36,999 +5%
Ameriprise
3
Ameriprise
Minnesota
$3.96M -$15.7K -2,664 -0.4%
UBS Group
4
UBS Group
Switzerland
$3.13M +$252K +42,759 +9%
Morgan Stanley
5
Morgan Stanley
New York
$2.6M -$31.1K -5,278 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.56M +$389K +65,856 +33%
VanEck Associates
7
VanEck Associates
New York
$1.29M +$117K +19,889 +10%
LSC
8
Logan Stone Capital
Illinois
$1.08M +$1.08M +183,519 New
Raymond James Financial
9
Raymond James Financial
Florida
$973K +$973K +164,960 New
LPL Financial
10
LPL Financial
California
$719K -$254K -43,115 -26%
Osaic Holdings
11
Osaic Holdings
Arizona
$671K -$471K -79,816 -41%
SAI
12
Savvy Advisors Inc
New York
$636K +$636K +107,803 New
RAM
13
Readystate Asset Management
Illinois
$531K +$531K +90,018 New
MML Investors Services
14
MML Investors Services
Massachusetts
$516K -$17.8K -3,016 -3%
MWM
15
Melfa Wealth Management
Massachusetts
$447K – – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$444K -$1.77K -300 -0.4%
AAS
17
Avantax Advisory Services
Texas
$430K +$92K +15,587 +27%
RIL
18
Rothschild Investment LLC
Illinois
$408K -$14.8K -2,500 -3%
Nomura Holdings
19
Nomura Holdings
Japan
$402K +$402K +68,206 New
WAM
20
Wolverine Asset Management
Illinois
$396K +$396K +67,120 New
Wells Fargo
21
Wells Fargo
California
$396K -$181K -30,597 -31%
IWM
22
IHT Wealth Management
Illinois
$381K -$20.1K -3,400 -5%
EAM
23
Everstar Asset Management
North Carolina
$338K -$358K -60,600 -51%
HighTower Advisors
24
HighTower Advisors
Illinois
$311K +$8.34K +1,413 +3%
NA
25
NewEdge Advisors
Louisiana
$286K +$10.4K +1,769 +4%
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