Invesco Quality Municipal Securities
IQI
110 hedge funds and large institutions have $163M invested in Invesco Quality Municipal Securities in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
9% more funds holding
Funds holding: 101 → 110 (+9)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
0.2% less ownership
Funds ownership: 31.49% → 31.28% (-0.2%)
6% less capital invested
Capital invested by funds: $173M → $163M (-$10M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.39M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$2.03M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.13M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.03M |
| 5 |
P
&Partners
Nashville,
Tennessee
|
+$689K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.14M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$3.51M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.89M |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.22M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$805K |
IQI Hedge Fund Activity: Q4 2024 in Review
110 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Quality Municipal Securities (IQI) for Q4 2024, worth a combined $163M — down 5.8% from $173M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IQI positions and 10 closed out — a net gain of 12 holders — while 27 added to existing stakes and 27 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.39M. The largest seller was Karpus Investment Management, cutting an estimated $5.14M.
- 110 institutional investors held Invesco Quality Municipal Securities (IQI) as of Q4 2024, up from 101 in Q3 2024.
- Funds reported $163M of Invesco Quality Municipal Securities stock for Q4 2024, down 5.8% quarter-over-quarter.
- 22 funds opened new Invesco Quality Municipal Securities positions in Q4 2024 and 10 closed out, a net change of +12 holders.
- The largest Invesco Quality Municipal Securities buyer in Q4 2024 was LPL Financial, an estimated $3.39M added.
- The largest Invesco Quality Municipal Securities seller in Q4 2024 was Karpus Investment Management, an estimated $5.14M sold.
Based on aggregated 13F filings for Q4 2024.