Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Quality Mun Income T (IQI)

100 + Investors. Track Smart Money conviction in IQI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — IQI

Based on 101 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IQI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
101 funds currently hold this stock — 93% of the 3.0-year high of 109 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IQI is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

45 buying37 selling
Last quarter: 45 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 14 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 26% medium ■ 12% new
63 out of 101 hedge funds have held IQI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~12 new funds/quarter

12 → 11 → 14 → 11 → 12 new funds/Q
New funds entering each quarter: 11 → 14 → 11 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 18% newcomers

■ 66% veterans ■ 16% 1-2yr ■ 18% new
Entry-cohort mix of 101 holders: 67 (66%) are 2+ year veterans, 16 entered 1–2 years ago, and 18 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
16 of 100 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IQI

In 2026 Q2, 45 hedge funds were net buyers of IQI (12 opened a new position, 33 added to an existing one), while 37 reduced or exited (22 trimmed, 15 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 32% of total institutional value in IQI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 101.

Hedge Fund Ownership: IQI

How many hedge funds hold IQI — quarterly history vs. share price
Quarterly hedge fund ownership of IQI vs. share price

Market Analysis: IQI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: IQI
100 + Investors

Track Smart Money conviction in IQI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 100 104 -3.85%
13F Shares 11M 11M 1.57%
Total Value $99M $90M 10.4%
New Positions 12 11 +1
Increased Positions 33 34 -1
Closed Positions 15 10 +5
Reduced Positions 22 25 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IQI

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Financial Highlights

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Institutional Holders (2026 Q2)

100 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IQI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IQI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 North Ground Capital 1.46% 120,018 $1.2M
2 Cottage Street Advisors LLC 0.35% 90,000 $911K
3 Hardin Capital Partners, LLC 0.15% 32,500 $329K
4 Davis Investment Partners, LLC 0.13% 42,378 $429K
5 Pathfinder Wealth Consulting, Inc. 0.13% 20,080 $193K
6 Hennion & Walsh Asset Management, Inc. 0.11% 367,504 $3.7M
7 Fortitude Advisory Group L.L.C. 0.10% 25,756 $261K
8 Melfa Wealth Management, INC. 0.08% 15,344 $155K
9 Worth Asset Management, LLC 0.08% 25,123 $254K
10 Jfs Wealth Advisors, LLC 0.07% 145,020 $1.5M
11 Guggenheim Capital LLC 0.07% 1,072,302 $10.9M
12 Successful Portfolios LLC 0.06% 13,248 $136K
13 Kercheville Advisors, LLC 0.06% 19,000 $192K
14 Advisors Asset Management, Inc. 0.06% 366,243 $3.7M
15 Petra Financial Advisors Inc 0.05% 11,250 $114K
16 Alpine Global Management, LLC 0.05% 29,439 $298K
17 River Street Advisors LLC 0.05% 15,215 $154K
18 Centaurus Financial, INC. 0.04% 100,434 $1.0M
19 Tyche Wealth Partners LLC 0.03% 24,242 $245K
20 IFP Advisors, Inc 0.03% 182,631 $1.8M
21 Compass Financial Group, INC/SD 0.03% 24,369 $247K
22 Citizens National Bank Trust Department 0.02% 11,900 $120K
23 NewEdge Advisors, LLC 0.02% 561,365 $5.7M
24 Cornerstone Wealth Management, LLC 0.01% 31,409 $318K
25 Live Oak Private Wealth LLC 0.01% 10,480 $106K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Quality Mun Income T (IQI)

What does the Smart Money Trend signal show for IQI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IQI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IQI?

Slight buying edge — 55% buying: Last quarter: 45 funds bought or added vs 37 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IQI holders?

Strong quality — 32% AUM from major funds: 16 of 100 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IQI?

62% of holders stayed for 2+ years: 63 out of 101 hedge funds have held IQI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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