Invesco Rochester High Yield Municipal ETF
IROC
12 hedge funds and large institutions have $102M invested in Invesco Rochester High Yield Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
182% more capital invested
Capital invested by funds: $36.1M → $102M (+$65.6M)
33% more funds holding
Funds holding: 9 → 12 (+3)
17.35% less ownership
Funds ownership: 118.69% → 101.33% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$61.5M |
| 2 |
Jane Street
New York
|
+$2.34M |
| 3 |
LPL Financial
San Diego,
California
|
+$378K |
| 4 |
AFG
ABLE Financial Group
Scottsdale,
Arizona
|
+$333K |
| 5 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Invesco
Atlanta,
Georgia
| $92.8M | +$61.5M | +1,211,665 | +196% |
|
|
AFG
2
ABLE Financial Group
Scottsdale,
Arizona
| $2.48M | +$333K | +6,548 | +15% |
|
|
3
Jane Street
New York
| $2.34M | +$2.34M | +46,107 | New |
|
|
CAL
4
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $1.36M | +$79.9K | +1,573 | +6% |
|
5
Cetera Investment Advisers
Schaumburg,
Illinois
| $791K | +$227K | +4,478 | +40% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $416K | +$229K | +4,517 | +123% |
|
|
7
LPL Financial
San Diego,
California
| $378K | +$378K | +7,450 | New |
|
|
USCWA
8
U.S. Capital Wealth Advisors
Austin,
Texas
| $324K | +$325K | +6,400 | New |
|
|
SA
9
Sanctuary Advisors
Indianapolis,
Indiana
| $299K | +$300K | +5,900 | New |
|
|
CA
10
CoreCap Advisors
Southfield,
Michigan
| $271K | – | – | – |
|
|
WIA
11
World Investment Advisors
Santa Barbara,
California
| $240K | – | – | – |
|
12
Comerica Bank
Dallas,
Texas
| $7.1K | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$17K | -336 | Closed |
|
IROC Hedge Fund Activity: Q4 2025 in Review
12 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in Invesco Rochester High Yield Municipal ETF (IROC) for Q4 2025, worth a combined $102M — up 182% from $36.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IROC positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Invesco, adding an estimated $61.5M. The largest seller was UBS Group, exiting entirely with an estimated $17K sold.
- 12 institutional investors held Invesco Rochester High Yield Municipal ETF (IROC) as of Q4 2025, up from 9 in Q3 2025.
- Funds reported $102M of Invesco Rochester High Yield Municipal ETF stock for Q4 2025, up 182% quarter-over-quarter.
- 4 funds opened new Invesco Rochester High Yield Municipal ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest Invesco Rochester High Yield Municipal ETF buyer in Q4 2025 was Invesco, an estimated $61.5M added.
- The largest Invesco Rochester High Yield Municipal ETF seller in Q4 2025 was UBS Group, an estimated $17K sold.
Based on aggregated 13F filings for Q4 2025.