We are live on ! Find out more
IQI icon

Invesco Quality Municipal Securities

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: 11 (0)

1% less funds holding

Funds holding: 102101 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Petra Financial Advisors
Colorado
$98.5K
NWMP
77
Noble Wealth Management PBC
Colorado
$88.7K +$85.5K +9,000 New
FFA
78
Farther Finance Advisors
California
$69K +$66.5K +7,000 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$44K
WANY
80
Wealthspire Advisors (New York)
New York
$35.1K +$33.8K +3,562 New
US Bancorp
81
US Bancorp
Minnesota
$32.4K
Citigroup
82
Citigroup
New York
$30.1K
MCM
83
MAI Capital Management
Ohio
$27.7K
QC
84
Quent Capital
New York
$27.3K +$26.3K +2,768 New
EB
85
Eastern Bank
Massachusetts
$22.5K
HWP
86
Highline Wealth Partners
California
$19.7K +$19K +2,000 New
AAS
87
Ameritas Advisory Services
Nebraska
$17.9K
OWP
88
ORG Wealth Partners
Texas
$16.9K
SWM
89
Spire Wealth Management
Virginia
$12.8K
RIL
90
Rothschild Investment LLC
Illinois
$12K -$968K -101,918 -99%
SIS
91
Sound Income Strategies
Florida
$11.7K -$19.8K -2,080 -64%
CW
92
Curio Wealth
Maryland
$11.4K +$209 +22 +2%
FHC
93
First Horizon Corporation
Tennessee
$9.85K +$9.5K +1,000 New
CPBTD
94
Central Pacific Bank - Trust Division
Hawaii
$9.4K
GRP
95
Global Retirement Partners
California
$7.88K
AssetMark Inc
96
AssetMark Inc
California
$4.92K
NS
97
NBC Securities
Alabama
$3.94K
FP
98
Financial Perspectives
Minnesota
$3.57K
PB
99
Pinnacle Bancorp
Nebraska
$3.34K
GA
100
GoalVest Advisory
New York
$3.08K

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.