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Invesco Quality Municipal Securities
IQI

Overview Fund Activity

104 hedge funds and large institutions have $139M invested in Invesco Quality Municipal Securities in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$847K
2
Wells Fargo
Wells Fargo
California
+$754K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$601K
4
Raymond James Financial
Raymond James Financial
Florida
+$458K
5
Osaic Holdings
Osaic Holdings
Arizona
+$314K

Top Sellers

1
CW
Curio Wealth
Maryland
-$11.7M
2
KIM
Karpus Investment Management
New York
-$6.96M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.17M
4
RCM
Rivernorth Capital Management
Florida
-$2.99M
5
COLIM
City of London Investment Management
United Kingdom
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
Scarborough Advisors
Maryland
$281K -$1.81K -187 -0.6%
MC
52
Matisse Capital
Oregon
$277K -$226K -23,392 -45%
AC
53
AlphaCore Capital
California
$255K +$255K +26,353 New
XT
54
XTX Topco
Cayman Islands
$243K +$243K +25,144 New
CIA
55
Concurrent Investment Advisors
Florida
$239K +$92.2K +9,528 +63%
CFGSD
56
Compass Financial Group (South Dakota)
South Dakota
$236K – – –
AFG
57
Atomi Financial Group
New York
$235K +$24.7K +2,552 +12%
TWP
58
Tyche Wealth Partners
Texas
$221K +$2.5K +258 +1%
HKAM
59
Horizon Kinetics Asset Management
New York
$214K – – –
BI
60
Bramshill Investments
Florida
$213K – – –
Bank of America
61
Bank of America
North Carolina
$186K +$21.8K +2,251 +13%
WA
62
Waverly Advisors
Alabama
$179K – – –
AWM
63
Avior Wealth Management
Nebraska
$168K -$21.5K -2,217 -11%
CNBTD
64
Citizens National Bank Trust Department
Mississippi
$154K -$27.1K -2,800 -15%
MCC
65
Money Concepts Capital
Florida
$153K -$4.84K -500 -3%
MWM
66
Melfa Wealth Management
Massachusetts
$149K – – –
SFS
67
Sowell Financial Services
Arkansas
$148K +$148K +15,300 New
First Trust Advisors
68
First Trust Advisors
Illinois
$147K -$5.79K -598 -4%
JWCA
69
J.W. Cole Advisors
Florida
$141K +$141K +14,541 New
BHWM
70
Bar Harbor Wealth Management
New Hampshire
$129K – – –
FIB
71
First Interstate Bank
Montana
$121K – – –
NWMP
72
Noble Wealth Management PBC
Colorado
$121K – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$120K -$31K -3,200 -21%
EC
74
Elequin Capital
New York
$118K +$118K +12,170 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$116K -$56K -5,780 -33%
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