Who Owns IQI?
INVESCO QUALITY MUNICIPAL SECURITIES — Institutional Ownership & 13F Holdings
$9.88
+0.01 (+0.15%)
Market Cap
$539.9M
Shares Outstanding
52,883,797
Institutional Holders
105
Total Inst. Value
$468.7M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
23
Closed Positions
12
Increased
25
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $343.2M | 35,457 |
| 2 | RAYMOND JAMES FINANCIAL INC | $12.2M | 1,260,801 |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $11.3M | 1,165,816 |
| 4 | GUGGENHEIM CAPITAL LLC | $9.3M | 958,568 |
| 5 | Allspring Global Investments Holdings, LLC | $9.0M | 929,833 |
| 6 | SIT INVESTMENT ASSOCIATES INC | $7.5M | 773,209 |
| 7 | ROBINSON CAPITAL MANAGEMENT, LLCNew | $7.2M | 740,873 |
| 8 | Karpus Management, Inc. | $6.1M | 631,564 |
| 9 | Hennion & Walsh Asset Management, Inc. | $5.8M | 603,784 |
| 10 | MORGAN STANLEY | $5.3M | 548,225 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +5K | $343.2M |
| RAYMOND JAMES FINANCIAL INC | +47K | $12.2M |
| GUGGENHEIM CAPITAL LLC | +410 | $9.3M |
| ROBINSON CAPITAL MANAGEMENT, LLCNew | +741K | $7.2M |
| MORGAN STANLEY | +17K | $5.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Karpus Management, Inc. | -719K | $6.1M |
| Hennion & Walsh Asset Management, Inc. | -328K | $5.8M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -309K | $11.3M |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | -247K | $2.3M |
| Pathstone Holdings, LLC | -201K | $6K |
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Frequently Asked Questions
How many institutional investors hold IQI?
As of Q1 2025, 105 institutional investors report holding IQI (INVESCO QUALITY MUNICIPAL SECURITIES) in their 13F filings.
Which hedge fund owns the most IQI?
The largest institutional holder of IQI is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $343.2M in shares.
Are institutions buying or selling IQI?
This quarter, 23 institutions opened new positions in IQI and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.