Invesco Rochester High Yield Municipal ETF
IROC
4 hedge funds and large institutions have $10.9M invested in Invesco Rochester High Yield Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding
Funds holding: 2 → 4 (+2)
9% more capital invested
Capital invested by funds: $10.1M → $10.9M (+$867K)
3.15% more ownership
Funds ownership: 32.51% → 35.67% (+3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$384K |
| 2 |
AFG
ABLE Financial Group
Scottsdale,
Arizona
|
+$345K |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$244K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$52 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Invesco
Atlanta,
Georgia
| $9.96M | – | – | – |
|
|
2
Jane Street
New York
| $382K | +$384K | +7,477 | New |
|
|
AFG
3
ABLE Financial Group
Scottsdale,
Arizona
| $343K | +$345K | +6,707 | New |
|
|
WIA
4
World Investment Advisors
Santa Barbara,
California
| $242K | +$244K | +4,743 | New |
|
|
5
Fidelity Investments
Boston,
Massachusetts
| – | -$52 | -1 | Closed |
|
IROC Hedge Fund Activity: Q4 2024 in Review
4 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Rochester High Yield Municipal ETF (IROC) for Q4 2024, worth a combined $10.9M — up 8.6% from $10.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IROC positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $384K. The largest seller was Fidelity Investments, exiting entirely with an estimated $52 sold.
- 4 institutional investors held Invesco Rochester High Yield Municipal ETF (IROC) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $10.9M of Invesco Rochester High Yield Municipal ETF stock for Q4 2024, up 8.6% quarter-over-quarter.
- 3 funds opened new Invesco Rochester High Yield Municipal ETF positions in Q4 2024 and 1 closed out, a net change of +2 holders.
- The largest Invesco Rochester High Yield Municipal ETF buyer in Q4 2024 was Jane Street, an estimated $384K added.
- The largest Invesco Rochester High Yield Municipal ETF seller in Q4 2024 was Fidelity Investments, an estimated $52 sold.
Based on aggregated 13F filings for Q4 2024.