IQI icon

Invesco Quality Municipal Securities
IQI

Overview Fund Activity

92 hedge funds and large institutions have $121M invested in Invesco Quality Municipal Securities in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.43M
2
RCM
Rivernorth Capital Management
Florida
+$1.98M
3
VCM
Vivaldi Capital Management
Illinois
+$1.91M
4
KIM
Karpus Investment Management
New York
+$1.64M
5
CF
Centaurus Financial
California
+$1.27M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.05M
2
WS
Wedbush Securities
California
-$567K
3
Invesco
Invesco
Georgia
-$543K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$353K
5
Bank of America
Bank of America
North Carolina
-$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$232K -$333K -29,422 -59%
MA
52
Mutual Advisors
Nebraska
$229K -$62.4K -5,500 -21%
AA
53
AQR Arbitrage
Connecticut
$215K +$215K +18,947 New
FCA
54
FinTrust Capital Advisors
South Carolina
$170K – – –
VF
55
Virtu Financial
New York
$165K +$165K +14,567 New
SP
56
Successful Portfolios
Florida
$159K – – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$152K -$18.5K -1,637 -11%
MRCM
58
M&R Capital Management
New Jersey
$142K – – –
HighTower Advisors
59
HighTower Advisors
Illinois
$142K +$9.14K +798 +7%
FWM
60
Fairhaven Wealth Management
Illinois
$135K – – –
BBNA
61
Bremer Bank National Association
Minnesota
$131K – – –
RCA
62
Ranch Capital Advisors
Florida
$125K – – –
LOPW
63
Live Oak Private Wealth
North Carolina
$119K – – –
ATC
64
Argent Trust Co
Tennessee
$118K – – –
RPCA
65
Running Point Capital Advisors
California
$113K +$113K +10,000 New
IA
66
IFP Advisors
Florida
$104K +$104K +8,711 New
SPIA
67
Steward Partners Investment Advisory
New York
$98K +$27.5K +2,439 +39%
SSB
68
Sandy Spring Bank
Maryland
$57K – – –
SWM
69
Spire Wealth Management
Virginia
$55K – – –
BAM
70
Baldrige Asset Management
Pennsylvania
$51K – – –
US Bancorp
71
US Bancorp
Minnesota
$46K – – –
FA
72
Financial Advantage
Maryland
$45K – – –
Citigroup
73
Citigroup
New York
$35K – – –
WT
74
Whittier Trust
California
$27K – – –
FAG
75
Fortitude Advisory Group
Washington
$22K – – –
1 2
3
4 5