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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
Raymond James Financial
1
Raymond James Financial
Florida
$12.8M -$540K -56,919 -4%
GC
2
Guggenheim Capital
Illinois
$10.2M +$538K +56,689 +6%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$8.32M +$2.55M +268,480 +47%
SIA
4
Sit Investment Associates
Minnesota
$7.29M -$61.3K -6,456 -0.9%
LPL Financial
5
LPL Financial
California
$7.12M +$4.76M +501,071 +226%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$6.34M -$2.28M -239,795 -27%
Morgan Stanley
7
Morgan Stanley
New York
$6.3M +$560K +58,963 +10%
RCM
8
Rivernorth Capital Management
Florida
$5.89M -$4.42M -465,818 -44%
RCM
9
Robinson Capital Management
Michigan
$4.86M -$2.35M -246,996 -33%
Allianz Asset Management
10
Allianz Asset Management
Germany
$4.55M
Wells Fargo
11
Wells Fargo
California
$3.85M +$242K +25,483 +7%
Ameriprise
12
Ameriprise
Minnesota
$3.47M +$384K +40,478 +13%
VanEck Associates
13
VanEck Associates
New York
$2.7M -$443K -46,693 -15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.57M +$222K +23,341 +10%
UBS Group
15
UBS Group
Switzerland
$2.44M +$50.6K +5,328 +2%
SWA
16
Stratos Wealth Advisors
Ohio
$2.42M -$83.4K -8,785 -3%
RC
17
Rareview Capital
Nevada
$2.38M -$48.9K -5,152 -2%
AAM
18
Advisors Asset Management
Colorado
$2.36M +$1.17M +122,849 +105%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.2M -$10.9K -1,145 -0.5%
CC
20
CF Capital
Massachusetts
$2.11M +$771K +81,225 +61%
Stifel Financial
21
Stifel Financial
Missouri
$1.94M +$179K +18,849 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.64M +$294K +30,945 +23%
JWA
23
JFS Wealth Advisors
Pennsylvania
$1.42M +$1.72K +181 +0.1%
NA
24
NewEdge Advisors
Louisiana
$1.4M +$294K +30,925 +28%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.3M +$146K +15,346 +13%

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.