Invesco Quality Municipal Securities
IQI
109 hedge funds and large institutions have $162M 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 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
8% more funds holding
Funds holding: 101 → 109 (+8)
0% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 27
0.37% less ownership
Funds ownership: 31.42% → 31.05% (-0.37%)
7% less capital invested
Capital invested by funds: $173M → $162M (-$11.3M)
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 |
AGM
Alpine Global Management
New York
|
-$1.3M |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$1.22M |
IQI Hedge Fund Activity: Q4 2024 in Review
109 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco Quality Municipal Securities (IQI) for Q4 2024, worth a combined $162M — down 6.5% from $173M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IQI positions and 11 closed out — a net gain of 11 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.
- 109 institutional investors held Invesco Quality Municipal Securities (IQI) as of Q4 2024, up from 101 in Q3 2024.
- Funds reported $162M of Invesco Quality Municipal Securities stock for Q4 2024, down 6.5% quarter-over-quarter.
- 22 funds opened new Invesco Quality Municipal Securities positions in Q4 2024 and 11 closed out, a net change of +11 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.