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Invesco Quality Municipal Securities

100 hedge funds and large institutions have $123M invested in Invesco Quality Municipal Securities in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

3% less capital invested

Capital invested by funds: $126M → $123M (-$3.54M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

Holders
100
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
AlphaCore Capital
California
$189K
KA
52
Kercheville Advisors
Texas
$160K
CIA
53
Concurrent Investment Advisors
Florida
$158K
AWM
54
Avior Wealth Management
Nebraska
$156K
MWM
55
Melfa Wealth Management
Massachusetts
$153K
CWM
56
Cornerstone Wealth Management
Missouri
$153K
SFS
57
Sowell Financial Services
Arkansas
$152K
RSA
58
River Street Advisors
Illinois
$152K
ATPW
59
Ashton Thomas Private Wealth
Arizona
$149K
HighTower Advisors
60
HighTower Advisors
Illinois
$148K
JWCA
61
J.W. Cole Advisors
Florida
$148K
First Trust Advisors
62
First Trust Advisors
Illinois
$146K
SP
63
Successful Portfolios
Florida
$140K
PE
64
PCM Encore
Colorado
$139K
SPIA
65
Steward Partners Investment Advisory
New York
$139K
Jane Street
66
Jane Street
New York
$138K
BHWM
67
Bar Harbor Wealth Management
New Hampshire
$133K
FIB
68
First Interstate Bank
Montana
$125K
CNBTD
69
Citizens National Bank Trust Department
Mississippi
$119K
WIA
70
World Investment Advisors
California
$113K
BI
71
Bramshill Investments
Florida
$113K
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$109K
IAIM
73
International Assets Investment Management
Florida
$109K
MCC
74
Money Concepts Capital
Florida
$106K
LOPW
75
Live Oak Private Wealth
North Carolina
$104K