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Invesco Quality Municipal Securities
IQI

100 hedge funds and large institutions have $123M invested in Invesco Quality Municipal Securities in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.96% less ownership

Funds ownership: 24.24% → 23.28% (-0.96%)

1% less funds holding

Funds holding: 101 → 100 (-1)

3% less capital invested

Capital invested by funds: $126M → $123M (-$3.54M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

Holders
100
Holders Change
-1
Holders Change %
-0.99%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
37
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$2.6M
2
GC
Guggenheim Capital
Illinois
+$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
+$836K
4
RCM
Robinson Capital Management
Michigan
+$799K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$547K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$5.89M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.7M
3
RC
Rareview Capital
Nevada
-$2.38M
4
MSL
Mackay Shields LLC
New York
-$936K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$1M – – –
CF
27
Centaurus Financial
California
$965K +$66.7K +6,683 +7%
Osaic Holdings
28
Osaic Holdings
Arizona
$901K +$104K +10,429 +13%
Citadel Advisors
29
Citadel Advisors
Florida
$833K +$836K +83,681 New
Mariner
30
Mariner
Kansas
$761K +$265K +26,500 +53%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$752K – – –
SG
32
StoneX Group
New York
$670K -$72.8K -7,287 -10%
Bank of America
33
Bank of America
North Carolina
$615K +$47.9K +4,797 +8%
N
34
Nuveen
North Carolina
$553K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$493K +$1.17K +117 +0.2%
IA
36
IFP Advisors
Florida
$480K +$482K +48,236 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$441K -$40.9K -4,098 -8%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$427K +$4.49K +450 +1%
DIP
39
Davis Investment Partners
North Carolina
$405K – – –
OC
40
Oppenheimer & Co
New York
$366K -$16K -1,606 -4%
HCP
41
Hardin Capital Partners
South Carolina
$324K – – –
SC
42
Savant Capital
Illinois
$296K +$163K +16,307 +122%
SWP
43
Stratos Wealth Partners
Ohio
$288K +$288K +28,877 New
AFG
44
Atomi Financial Group
New York
$282K +$62.6K +6,267 +28%
CIA
45
Capital Investment Advisors
Georgia
$255K -$27.9K -2,795 -10%
CFGSD
46
Compass Financial Group (South Dakota)
South Dakota
$243K – – –
TWP
47
Tyche Wealth Partners
Texas
$236K +$2.7K +270 +1%
HKAM
48
Horizon Kinetics Asset Management
New York
$220K – – –
FAG
49
Fortitude Advisory Group
Washington
$208K – – –
PWC
50
Pathfinder Wealth Consulting
North Carolina
$200K +$201K +20,080 New
1
2
3 4 5

IQI Hedge Fund Activity: Q4 2025 in Review

100 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Quality Municipal Securities (IQI) for Q4 2025, worth a combined $123M — down 2.8% from $126M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IQI and 12 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 37 added.

The largest buyer was NewEdge Advisors, adding an estimated $2.6M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.89M sold.

  • 100 institutional investors held Invesco Quality Municipal Securities (IQI) as of Q4 2025, down from 101 in Q3 2025.
  • Funds reported $123M of Invesco Quality Municipal Securities stock for Q4 2025, down 2.8% quarter-over-quarter.
  • 12 funds opened new Invesco Quality Municipal Securities positions in Q4 2025 and 13 closed out, a net change of -1 holder.
  • The largest Invesco Quality Municipal Securities buyer in Q4 2025 was NewEdge Advisors, an estimated $2.6M added.
  • The largest Invesco Quality Municipal Securities seller in Q4 2025 was Rivernorth Capital Management, an estimated $5.89M sold.

Based on aggregated 13F filings for Q4 2025.