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Invesco Quality Municipal Securities
IQI

Overview Fund Activity

102 hedge funds and large institutions have $126M invested in Invesco Quality Municipal Securities in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
29
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$2.92M
2
AAM
2
Advisors Asset Management
Colorado
$1.1M
3
Raymond James Financial
3
Raymond James Financial
Florida
$12.7M
4
Wells Fargo
4
Wells Fargo
California
$3.42M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.23M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$0
2
LPL Financial
2
LPL Financial
California
$2.08M
3
KIM
3
Karpus Investment Management
New York
$4.25M
4
COLIM
4
City of London Investment Management
United Kingdom
$1.11M
5
RCM
5
Rivernorth Capital Management
Florida
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
SA
51
Scarborough Advisors
Maryland
$272K 29,000 – –
MC
52
Matisse Capital
Oregon
$268K 28,545 -100 -0.3%
AC
53
AlphaCore Capital
California
$237K 25,218 -1,135 -4%
HCP
54
Hardin Capital Partners
South Carolina
$236K 25,000 -6,000 -19%
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$229K 24,369 – –
BI
56
Bramshill Investments
Florida
$224K 23,850 +1,895 +9%
TWP
57
Tyche Wealth Partners
Texas
$217K 23,130 +277 +1%
HF
58
HRT Financial
New York
$213K 22,775 +22,775 New
HKAM
59
Horizon Kinetics Asset Management
New York
$207K 22,115 – –
AFG
60
Atomi Financial Group
New York
$187K 19,965 -4,311 -18%
EC
61
Elequin Capital
New York
$187K 19,964 +7,794 +64%
WA
62
Waverly Advisors
Alabama
$174K 18,523 – –
FAG
63
Fortitude Advisory Group
Washington
$146K 15,554 +5,274 +51%
MWM
64
Melfa Wealth Management
Massachusetts
$144K 15,344 – –
SFS
65
Sowell Financial Services
Arkansas
$144K 15,300 – –
RSA
66
River Street Advisors
Illinois
$143K 15,215 +15,215 New
First Trust Advisors
67
First Trust Advisors
Illinois
$140K 14,975 -194 -1%
JWCA
68
J.W. Cole Advisors
Florida
$137K 14,648 +107 +0.7%
CNBTD
69
Citizens National Bank Trust Department
Mississippi
$135K 14,400 -1,500 -9%
MCC
70
Money Concepts Capital
Florida
$130K 13,848 -2,000 -13%
BHWM
71
Bar Harbor Wealth Management
New Hampshire
$125K 13,348 – –
FIB
72
First Interstate Bank
Montana
$117K 12,511 – –
HighTower Advisors
73
HighTower Advisors
Illinois
$117K 12,455 +62 +0.5%
VF
74
Virtu Financial
New York
$114K 12,150 +12,150 New
OW
75
Olistico Wealth
Oklahoma
$110K 11,700 +11,700 New
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