Invesco Quality Municipal Securities
IQI
92 hedge funds and large institutions have $121M invested in Invesco Quality Municipal Securities in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 10 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
2.08% more ownership
Funds ownership: 18.11% → 20.19% (+2.1%)
1% more funds holding
Funds holding: 91 → 92 (+1)
7% less capital invested
Capital invested by funds: $130M → $121M (-$9.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$2.57M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$2.26M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.1M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.74M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.11M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$575K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$567K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$374K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$361K |
IQI Hedge Fund Activity: Q1 2022 in Review
92 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Invesco Quality Municipal Securities (IQI) for Q1 2022, worth a combined $121M — down 7.2% from $130M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IQI positions and 10 closed out — a net gain of 2 holders — while 30 added to existing stakes and 18 trimmed.
The largest buyer was Fiera Capital (Canada), adding an estimated $2.57M. The largest seller was UBS Group, cutting an estimated $1.11M.
- 92 institutional investors held Invesco Quality Municipal Securities (IQI) as of Q1 2022, up from 91 in Q4 2021.
- Funds reported $121M of Invesco Quality Municipal Securities stock for Q1 2022, down 7.2% quarter-over-quarter.
- 12 funds opened new Invesco Quality Municipal Securities positions in Q1 2022 and 10 closed out, a net change of +2 holders.
- The largest Invesco Quality Municipal Securities buyer in Q1 2022 was Fiera Capital (Canada), an estimated $2.57M added.
- The largest Invesco Quality Municipal Securities seller in Q1 2022 was UBS Group, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2022.