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Invesco Quality Municipal Securities
IQI

Overview Fund Activity

109 hedge funds and large institutions have $163M invested in Invesco Quality Municipal Securities in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
27
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.31M
2
RCM
Robinson Capital Management
Michigan
+$1.98M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.11M
4
RCM
Rivernorth Capital Management
Florida
+$1.01M
5
P
&Partners
Tennessee
+$677K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$5.02M
2
LSC
Logan Stone Capital
Illinois
-$3.43M
3
AA
AQR Arbitrage
Connecticut
-$1.89M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.2M
5
WANY
Wealthspire Advisors (New York)
New York
-$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSC
51
Logan Stone Capital
Illinois
$355K -$3.43M -347,683 -91%
OC
52
Oppenheimer & Co
New York
$334K +$334K +33,835 New
QL
53
Quarry LP
New York
$321K – – –
CIA
54
Capital Investment Advisors
Georgia
$314K +$17.6K +1,785 +6%
HCP
55
Hardin Capital Partners
South Carolina
$306K – – –
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$304K +$2.29K +232 +0.8%
SA
57
Scarborough Advisors
Maryland
$288K +$288K +29,187 New
CFGSD
58
Compass Financial Group (South Dakota)
South Dakota
$240K – – –
TWP
59
Tyche Wealth Partners
Texas
$223K +$2.49K +252 +1%
HKAM
60
Horizon Kinetics Asset Management
New York
$218K – – –
BI
61
Bramshill Investments
Florida
$216K +$216K +21,955 New
AFG
62
Atomi Financial Group
New York
$214K -$14.3K -1,448 -6%
AWM
63
Avior Wealth Management
Nebraska
$193K +$57.6K +5,841 +42%
CNBTD
64
Citizens National Bank Trust Department
Mississippi
$184K – – –
WA
65
Waverly Advisors
Alabama
$183K -$29.6K -3,000 -14%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$175K +$175K +17,741 New
LCM
67
Landscape Capital Management
New Jersey
$171K +$171K +17,392 New
Bank of America
68
Bank of America
North Carolina
$167K -$66K -6,692 -28%
MCC
69
Money Concepts Capital
Florida
$161K +$161K +16,348 New
Nomura Holdings
70
Nomura Holdings
Japan
$158K +$158K +16,000 New
First Trust Advisors
71
First Trust Advisors
Illinois
$155K -$25.2K -2,556 -14%
HighTower Advisors
72
HighTower Advisors
Illinois
$154K -$12.8K -1,300 -8%
MWM
73
Melfa Wealth Management
Massachusetts
$151K – – –
CIA
74
Concurrent Investment Advisors
Florida
$150K -$3.7K -375 -2%
AC
75
Aristides Capital
Kentucky
$134K +$134K +13,550 New
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3
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