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Invesco Quality Municipal Securities
IQI

101 hedge funds and large institutions have $126M invested in Invesco Quality Municipal Securities in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more capital invested

Capital invested by funds: $126M → $126M (+$326K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 102 → 101 (-1)

1.12% less ownership

Funds ownership: 25.37% → 24.24% (-1.1%)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
32
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.76M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.55M
3
AAM
Advisors Asset Management
Colorado
+$1.17M
4
CC
CF Capital
Massachusetts
+$771K
5
Morgan Stanley
Morgan Stanley
New York
+$560K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$4.42M
2
KIM
Karpus Investment Management
New York
-$4.25M
3
RCM
Robinson Capital Management
Michigan
-$2.35M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.28M
5
COLIM
City of London Investment Management
United Kingdom
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.05M +$28.5K +3,000 +3%
Lido Advisors
27
Lido Advisors
California
$1M – – –
MSL
28
Mackay Shields LLC
New York
$936K -$870K -91,572 -49%
CF
29
Centaurus Financial
California
$889K -$77.6K -8,174 -8%
P
30
&Partners
Tennessee
$874K +$111K +11,662 +15%
Osaic Holdings
31
Osaic Holdings
Arizona
$776K +$32.7K +3,446 +4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$743K -$7.93K -835 -1%
SG
33
StoneX Group
New York
$735K +$317K +33,395 +81%
AIA
34
Absolute Investment Advisers
Florida
$627K – – –
Bank of America
35
Bank of America
North Carolina
$561K +$85.7K +9,024 +19%
N
36
Nuveen
North Carolina
$547K – – –
Mariner
37
Mariner
Kansas
$492K -$114K -12,000 -19%
MML Investors Services
38
MML Investors Services
Massachusetts
$487K +$108K +11,416 +30%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$477K -$38.4K -4,046 -8%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$418K – – –
DIP
41
Davis Investment Partners
North Carolina
$405K +$5.2K +548 +1%
Invesco
42
Invesco
Georgia
$396K -$266K -28,062 -41%
Jane Street
43
Jane Street
New York
$386K +$372K +39,220 New
OC
44
Oppenheimer & Co
New York
$378K +$5.89K +620 +2%
QL
45
Quarry LP
New York
$321K – – –
HCP
46
Hardin Capital Partners
South Carolina
$320K +$71.2K +7,500 +30%
SA
47
Scarborough Advisors
Maryland
$286K – – –
CIA
48
Capital Investment Advisors
Georgia
$279K -$20.6K -2,173 -7%
CFGSD
49
Compass Financial Group (South Dakota)
South Dakota
$240K – – –
BI
50
Bramshill Investments
Florida
$235K – – –
1
2
3 4 5

IQI Hedge Fund Activity: Q3 2025 in Review

101 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Quality Municipal Securities (IQI) for Q3 2025, worth a combined $126M — up 0.26% from $126M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IQI positions and 9 closed out — a net gain of 1 holder — while 32 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.76M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.42M.

  • 101 institutional investors held Invesco Quality Municipal Securities (IQI) as of Q3 2025, down from 102 in Q2 2025.
  • Funds reported $126M of Invesco Quality Municipal Securities stock for Q3 2025, up 0.26% quarter-over-quarter.
  • 10 funds opened new Invesco Quality Municipal Securities positions in Q3 2025 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Quality Municipal Securities buyer in Q3 2025 was LPL Financial, an estimated $4.76M added.
  • The largest Invesco Quality Municipal Securities seller in Q3 2025 was Rivernorth Capital Management, an estimated $4.42M sold.

Based on aggregated 13F filings for Q3 2025.