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Invesco Quality Municipal Securities

100 hedge funds and large institutions have $126M invested in Invesco Quality Municipal Securities in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
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