INVESCO QUALITY MUNI INC TR (IQI) Institutional Ownership Changes & 13F Activity
INVESCO QUALITY MUNI INC TR (IQI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Newedge Advisors, Llc, Morgan Stanley, Ameriprise Financial Inc, Advisors Asset Management, Inc., and Guggenheim Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +6,403 | +61.8% | 16,762 | $169.63K | Q2 2026 | Sep 02, 2026 |
| Mercer Global Advisors Inc | Buy | +11,554 | +101.4% | 22,954 | $232.29K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +17,000 | — | 17,000 | $172.04K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -3,347 | -3.2% | 100,434 | $1.02M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +140,985 | — | 140,985 | $1.43M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +118,639 | +47.9% | 366,243 | $3.71M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -42,003 | -75.0% | 13,981 | $141.49K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +39,423 | +48.7% | 120,429 | $1.22M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -22,021 | -1.9% | 1,154,294 | $11.68M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +21,188 | +4.5% | 488,674 | $4.95M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +19,102 | — | 19,102 | $193.31K | Q2 2026 | Aug 14, 2026 |
| Alpine Global Management, Llc | Sell | -18,287 | -38.3% | 29,439 | $297.92K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -10,913 | -4.5% | 233,957 | $2.37M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -7,950 | -6.6% | 112,734 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Van Eck Associates Corp | Buy | +7,574 | +2.2% | 351,096 | $3.55M | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, Llc | Buy | +3,991 | +35.3% | 15,291 | $154.75K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -876 | -4.0% | 20,924 | $211.75K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -434 | -0.4% | 103,712 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +183,726 | +24.2% | 944,328 | $9.56M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +10,855 | +4.8% | 235,937 | $2.39M | Q2 2026 | Aug 13, 2026 |
| North Ground Capital | Sell | -10,383 | -8.0% | 120,018 | $1.21M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +9,824 | +69.9% | 23,882 | $241.69K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -3,008 | -8.6% | 32,065 | $324.50K | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +2,860 | +200.0% | 4,290 | $43.00K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +561,365 | — | 561,365 | $5.68M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Sell | -56,174 | -5.0% | 1,072,302 | $10.85M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +7,900 | +5.4% | 153,178 | $1.55M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +3,889 | — | 3,889 | $39.28K | Q2 2026 | Aug 12, 2026 |
| Clear Street Group Inc. | Buy | +2,449 | — | 2,449 | $24.78K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -1,366 | -0.7% | 197,555 | $2.00M | Q2 2026 | Aug 12, 2026 |
Frequently asked questions about IQI activity
Which institutional owners are buying IQI?
Institutional owners buying IQI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IQI activity?
"Buy" means an investor increased their reported position in IQI compared to the prior reporting period. This reflects growing exposure to INVESCO QUALITY MUNI INC TR (IQI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IQI increasing?
Institutional interest in IQI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related IQI Institutional Insights
- IQI Overview
- IQI 13F Institutional Holders
- IQI Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- IQI Insider Trading & SEC Form 4 Activity
- IQI Articles
- Top Institutional Investor Stock Rankings