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Invesco Quality Municipal Securities

105 hedge funds and large institutions have $106M invested in Invesco Quality Municipal Securities in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

5% more funds holding

Funds holding: 100105 (+5)

2.41% less ownership

Funds ownership: 23.28%20.87% (-2.4%)

13% less capital invested

Capital invested by funds: $123M → $106M (-$16.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
35
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$984K +$7.21K +719 +0.7%
Osaic Holdings
27
Osaic Holdings
Arizona
$779K -$94.8K -9,459 -10%
Mariner
28
Mariner
Kansas
$735K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$724K -$2K -200 -0.3%
CSA
30
Cottage Street Advisors
Massachusetts
$625K +$551K +55,000 +550%
Bank of America
31
Bank of America
North Carolina
$573K -$22K -2,199 -4%
Jane Street
32
Jane Street
New York
$539K +$423K +42,168 +305%
N
33
Nuveen
North Carolina
$534K
MML Investors Services
34
MML Investors Services
Massachusetts
$480K +$3.83K +382 +0.8%
AGM
35
Alpine Global Management
New York
$459K +$478K +47,726 New
DIP
36
Davis Investment Partners
North Carolina
$400K +$7.94K +792 +2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$390K -$23.4K -2,339 -5%
OC
38
Oppenheimer & Co
New York
$359K +$5.61K +560 +2%
SWP
39
Stratos Wealth Partners
Ohio
$352K +$76.9K +7,676 +27%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$337K -$92.3K -9,206 -21%
SC
41
Savant Capital
Illinois
$319K +$34.6K +3,449 +12%
HCP
42
Hardin Capital Partners
South Carolina
$313K
CWM
43
Cornerstone Wealth Management
Missouri
$295K +$154K +15,343 +100%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$292K +$259K +25,875 +576%
AFG
45
Atomi Financial Group
New York
$289K +$17.7K +1,764 +6%
CIA
46
Concurrent Investment Advisors
Florida
$281K +$134K +13,380 +85%
CPA
47
Clear Point Advisors
New York
$271K +$14.1K +1,411 New
CIA
48
Capital Investment Advisors
Georgia
$236K -$10.6K -1,062 -4%
CFGSD
49
Compass Financial Group (South Dakota)
South Dakota
$234K
TWP
50
Tyche Wealth Partners
Texas
$230K +$2.81K +280 +1%