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Invesco Municipal Income Opportunities Trust

72 hedge funds and large institutions have $39.2M invested in Invesco Municipal Income Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

14% more funds holding

Funds holding: 6372 (+9)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0.77% more ownership

Funds ownership: 13.18%13.94% (+0.77%)

9% less capital invested

Capital invested by funds: $43M → $39.2M (-$3.8M)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
18
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.75M +$385K +59,007 +5%
Bank of America
2
Bank of America
North Carolina
$5.04M +$242K +36,999 +5%
Ameriprise
3
Ameriprise
Minnesota
$3.96M -$17.4K -2,664 -0.4%
UBS Group
4
UBS Group
Switzerland
$3.13M +$279K +42,759 +9%
Morgan Stanley
5
Morgan Stanley
New York
$2.6M -$34.5K -5,278 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.56M +$430K +65,856 +33%
VanEck Associates
7
VanEck Associates
New York
$1.29M +$130K +19,889 +10%
LSC
8
Logan Stone Capital
Illinois
$1.08M +$1.2M +183,519 New
Raymond James Financial
9
Raymond James Financial
Florida
$973K +$1.08M +164,960 New
LPL Financial
10
LPL Financial
California
$719K -$281K -43,115 -26%
Osaic Holdings
11
Osaic Holdings
Arizona
$671K -$521K -79,816 -41%
SAI
12
Savvy Advisors Inc
New York
$636K +$704K +107,803 New
RAM
13
Readystate Asset Management
Illinois
$531K +$588K +90,018 New
MML Investors Services
14
MML Investors Services
Massachusetts
$516K -$19.7K -3,016 -3%
MWM
15
Melfa Wealth Management
Massachusetts
$447K
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$444K -$1.96K -300 -0.4%
AAS
17
Avantax Advisory Services
Texas
$430K +$102K +15,587 +27%
RIL
18
Rothschild Investment LLC
Illinois
$408K -$16.3K -2,500 -3%
Nomura Holdings
19
Nomura Holdings
Japan
$402K +$445K +68,206 New
WAM
20
Wolverine Asset Management
Illinois
$396K +$438K +67,120 New
Wells Fargo
21
Wells Fargo
California
$396K -$200K -30,597 -31%
IWM
22
IHT Wealth Management
Illinois
$381K -$22.2K -3,400 -5%
EAM
23
Everstar Asset Management
North Carolina
$338K -$396K -60,600 -51%
HighTower Advisors
24
HighTower Advisors
Illinois
$311K +$9.22K +1,413 +3%
NA
25
NewEdge Advisors
Louisiana
$286K +$11.5K +1,769 +4%

OIA Hedge Fund Activity: Q4 2024 in Review

72 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Income Opportunities Trust (OIA) for Q4 2024, worth a combined $39.2M — down 8.8% from $43M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OIA positions and 10 closed out — a net gain of 11 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Logan Stone Capital, opening a new position worth an estimated $1.2M. The largest seller was Farther Finance Advisors, cutting an estimated $536K.

  • 72 institutional investors held Invesco Municipal Income Opportunities Trust (OIA) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $39.2M of Invesco Municipal Income Opportunities Trust stock for Q4 2024, down 8.8% quarter-over-quarter.
  • 21 funds opened new Invesco Municipal Income Opportunities Trust positions in Q4 2024 and 10 closed out, a net change of +11 holders.
  • The largest Invesco Municipal Income Opportunities Trust buyer in Q4 2024 was Logan Stone Capital, an estimated $1.2M added.
  • The largest Invesco Municipal Income Opportunities Trust seller in Q4 2024 was Farther Finance Advisors, an estimated $536K sold.

Based on aggregated 13F filings for Q4 2024.