We are live on ! Find out more
IQI icon

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
Raymond James Financial
1
Raymond James Financial
Florida
$13M +$69.3K +6,942 +0.5%
GC
2
Guggenheim Capital
Illinois
$12M +$1.63M +163,271 +16%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$8.96M +$547K +54,740 +6%
LPL Financial
4
LPL Financial
California
$7.24M +$44.3K +4,437 +0.6%
SIA
5
Sit Investment Associates
Minnesota
$6.91M -$460K -46,040 -6%
Morgan Stanley
6
Morgan Stanley
New York
$6.7M +$329K +32,915 +5%
RCM
7
Robinson Capital Management
Michigan
$5.72M +$799K +80,000 +16%
Allianz Asset Management
8
Allianz Asset Management
Germany
$4.6M
Wells Fargo
9
Wells Fargo
California
$4.23M +$339K +33,953 +9%
NA
10
NewEdge Advisors
Louisiana
$4.01M +$2.6M +260,439 +183%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$3.71M -$2.7M -270,217 -42%
Ameriprise
12
Ameriprise
Minnesota
$3.4M -$106K -10,635 -3%
VanEck Associates
13
VanEck Associates
New York
$3.05M +$314K +31,477 +11%
UBS Group
14
UBS Group
Switzerland
$2.53M +$60.3K +6,035 +2%
AAM
15
Advisors Asset Management
Colorado
$2.47M +$83.3K +8,340 +3%
SWA
16
Stratos Wealth Advisors
Ohio
$2.39M -$58.5K -5,854 -2%
CC
17
CF Capital
Massachusetts
$2.37M +$246K +24,617 +12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.32M +$96.7K +9,687 +4%
Stifel Financial
19
Stifel Financial
Missouri
$2.04M +$75.6K +7,570 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.92M -$681K -68,174 -26%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.88M +$220K +22,047 +13%
JWA
22
JFS Wealth Advisors
Pennsylvania
$1.44M +$1.75K +175 +0.1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.37M +$58.4K +5,846 +4%
P
24
&Partners
Tennessee
$1.1M +$215K +21,567 +24%
Goldman Sachs
25
Goldman Sachs
New York
$1.03M -$27.9K -2,790 -3%

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.