Invesco Quality Municipal Securities
IQI
104 hedge funds and large institutions have $139M invested in Invesco Quality Municipal Securities in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 14 closing their positions.
4.11% less ownership
Funds ownership: 31.28% → 27.18% (-4.1%)
5% less funds holding
Funds holding: 110 → 104 (-6)
15% less capital invested
Capital invested by funds: $163M → $139M (-$24.1M)
16% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 32
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$865K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$770K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$614K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$467K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$321K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$7.11M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$3.24M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.05M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$2.44M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.99M |
IQI Hedge Fund Activity: Q1 2025 in Review
104 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Quality Municipal Securities (IQI) for Q1 2025, worth a combined $139M — down 15% from $163M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IQI and 8 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 27 added.
The largest buyer was LPL Financial, adding an estimated $865K. The largest seller was Karpus Investment Management, cutting an estimated $7.11M.
- 104 institutional investors held Invesco Quality Municipal Securities (IQI) as of Q1 2025, down from 110 in Q4 2024.
- Funds reported $139M of Invesco Quality Municipal Securities stock for Q1 2025, down 15% quarter-over-quarter.
- 8 funds opened new Invesco Quality Municipal Securities positions in Q1 2025 and 14 closed out, a net change of -6 holders.
- The largest Invesco Quality Municipal Securities buyer in Q1 2025 was LPL Financial, an estimated $865K added.
- The largest Invesco Quality Municipal Securities seller in Q1 2025 was Karpus Investment Management, an estimated $7.11M sold.
Based on aggregated 13F filings for Q1 2025.