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Invesco Quality Municipal Securities

99 hedge funds and large institutions have $126M invested in Invesco Quality Municipal Securities in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
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
HKAM
51
Horizon Kinetics Asset Management
New York
$218K
AFG
52
Atomi Financial Group
New York
$217K
AC
53
AlphaCore Capital
California
$208K
FAG
54
Fortitude Advisory Group
Washington
$205K
WA
55
Waverly Advisors
Alabama
$182K
CIA
56
Concurrent Investment Advisors
Florida
$155K
MWM
57
Melfa Wealth Management
Massachusetts
$151K
SFS
58
Sowell Financial Services
Arkansas
$151K
RSA
59
River Street Advisors
Illinois
$150K
ATPW
60
Ashton Thomas Private Wealth
Arizona
$148K
JWCA
61
J.W. Cole Advisors
Florida
$145K
CNBTD
62
Citizens National Bank Trust Department
Mississippi
$142K
CWM
63
Cornerstone Wealth Management
Missouri
$141K
First Trust Advisors
64
First Trust Advisors
Illinois
$137K
SP
65
Successful Portfolios
Florida
$136K
SC
66
Savant Capital
Illinois
$132K
BHWM
67
Bar Harbor Wealth Management
New Hampshire
$131K
FIB
68
First Interstate Bank
Montana
$123K
HighTower Advisors
69
HighTower Advisors
Illinois
$122K
SPIA
70
Steward Partners Investment Advisory
New York
$121K
WIA
71
World Investment Advisors
California
$112K
KA
72
Kercheville Advisors
Texas
$108K
MCC
73
Money Concepts Capital
Florida
$105K
LOPW
74
Live Oak Private Wealth
North Carolina
$103K
PFA
75
Petra Financial Advisors
Colorado
$98.5K