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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Guggenheim Capital Llc, Morgan Stanley, Robinson Capital Management, Llc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-239,865-100.0%0$0.00Q4 2025Aug 26, 2026
Compound Planning, Inc.Buy+28,277—28,277$281.63KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+1,303,687—1,303,687$12.98MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+403,042—403,042$4.01MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+10,950—10,950$109.06KQ4 2025Feb 18, 2026
Guggenheim Capital LlcBuy+1,203,595—1,203,595$11.99MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+341,629—341,629$3.40MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+233,380—233,380$2.32MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+137,817—137,817$1.37MQ4 2025Feb 17, 2026
Alpine Global Management, LlcBuy+115,507—115,507$1.15MQ4 2025Feb 17, 2026
&PartnersBuy+110,320—110,320$1.10MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+90,465—90,465$901.04KQ4 2025Feb 17, 2026
Citadel Advisors LlcBuy+83,681—83,681$833.46KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+61,743—61,743$614.96KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+44,279—44,279$441.02KQ4 2025Feb 17, 2026
Scarborough Advisors, LlcSell-29,000-100.0%0$0.00Q4 2025Feb 17, 2026
Bramshill Investments, LlcBuy+11,300—11,300$112.55KQ4 2025Feb 17, 2026
Morgan StanleyBuy+672,514—672,514$6.70MQ4 2025Feb 13, 2026
Robinson Capital Management, LlcBuy+573,877—573,877$5.72MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+424,481—424,481$4.23MQ4 2025Feb 13, 2026
Van Eck Associates CorpBuy+305,863—305,863$3.05MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+204,896—204,896$2.04MQ4 2025Feb 13, 2026
Centaurus Financial, Inc.Buy+96,921—96,921$965.00KQ4 2025Feb 13, 2026
Mariner, LlcBuy+76,415—76,415$761.09KQ4 2025Feb 13, 2026
Mml Investors Services, LlcBuy+49,511—49,511$493.13KQ4 2025Feb 13, 2026
Fortitude Advisory Group L.L.C.Buy+20,861—20,861$207.78KQ4 2025Feb 13, 2026
First Trust Advisors LpBuy+14,695—14,695$146.36KQ4 2025Feb 13, 2026
Pcm Encore, LlcBuy+13,967—13,967$139.11KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+3,505—3,505$34.91KQ4 2025Feb 13, 2026
Citigroup IncBuy+3,058—3,058$30.46KQ4 2025Feb 13, 2026
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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.