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Invesco Quality Municipal Securities

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: 11 (0)

0.96% less ownership

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

1% less funds holding

Funds holding: 101100 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Petra Financial Advisors
Colorado
$99.6K
CSA
77
Cottage Street Advisors
Massachusetts
$99.6K +$99.9K +10,000 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$45K
KAS
79
Kestra Advisory Services
Texas
$34.9K +$35K +3,505 New
NWMP
80
Noble Wealth Management PBC
Colorado
$34.9K -$54.9K -5,500 -61%
US Bancorp
81
US Bancorp
Minnesota
$32.7K
Citigroup
82
Citigroup
New York
$30.5K
QC
83
Quent Capital
New York
$28.1K +$529 +53 +2%
MCM
84
MAI Capital Management
Ohio
$28K
EB
85
Eastern Bank
Massachusetts
$22.8K
HWP
86
Highline Wealth Partners
California
$19.9K
OWP
87
ORG Wealth Partners
Texas
$17.1K
SWM
88
Spire Wealth Management
Virginia
$13K
SIS
89
Sound Income Strategies
Florida
$12.2K +$220 +22 +2%
RIL
90
Rothschild Investment LLC
Illinois
$12.2K
GRP
91
Global Retirement Partners
California
$11.4K +$3.42K +342 +43%
FHC
92
First Horizon Corporation
Tennessee
$9.96K
CPBTD
93
Central Pacific Bank - Trust Division
Hawaii
$9.5K
AssetMark Inc
94
AssetMark Inc
California
$4.98K
NS
95
NBC Securities
Alabama
$3.98K
FP
96
Financial Perspectives
Minnesota
$3.61K
PB
97
Pinnacle Bancorp
Nebraska
$3.38K
GA
98
GoalVest Advisory
New York
$3.12K
HHCP
99
Hilton Head Capital Partners
South Carolina
$100 +$100 +10 New
UBS AM
100
UBS AM
Illinois
$10 +$10 +1 New

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.