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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.

New
Increased
Maintained
Reduced
Closed
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
Ameriprise
Minnesota
+$1.72M
2
AAM
Advisors Asset Management
Colorado
+$1.1M
3
Raymond James Financial
Raymond James Financial
Florida
+$871K
4
Wells Fargo
Wells Fargo
California
+$728K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$665K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
-$5.84M
2
LPL Financial
LPL Financial
California
-$3.48M
3
KIM
Karpus Investment Management
New York
-$1.67M
4
COLIM
City of London Investment Management
United Kingdom
-$1.08M
5
RCM
Rivernorth Capital Management
Florida
-$957K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
Scarborough Advisors
Maryland
$272K – – –
MC
52
Matisse Capital
Oregon
$268K -$938 -100 -0.3%
AC
53
AlphaCore Capital
California
$237K -$10.6K -1,135 -4%
HCP
54
Hardin Capital Partners
South Carolina
$236K -$56.7K -6,000 -19%
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$229K – – –
BI
56
Bramshill Investments
Florida
$224K +$17.8K +1,895 +9%
TWP
57
Tyche Wealth Partners
Texas
$217K +$2.6K +277 +1%
HF
58
HRT Financial
New York
$213K +$213K +22,775 New
HKAM
59
Horizon Kinetics Asset Management
New York
$207K – – –
AFG
60
Atomi Financial Group
New York
$187K -$40.4K -4,311 -18%
EC
61
Elequin Capital
New York
$187K +$73.1K +7,794 +64%
WA
62
Waverly Advisors
Alabama
$174K – – –
FAG
63
Fortitude Advisory Group
Washington
$146K +$49.5K +5,274 +51%
MWM
64
Melfa Wealth Management
Massachusetts
$144K – – –
SFS
65
Sowell Financial Services
Arkansas
$144K – – –
RSA
66
River Street Advisors
Illinois
$143K +$143K +15,215 New
First Trust Advisors
67
First Trust Advisors
Illinois
$140K -$1.82K -194 -1%
JWCA
68
J.W. Cole Advisors
Florida
$137K +$1K +107 +0.7%
CNBTD
69
Citizens National Bank Trust Department
Mississippi
$135K -$14.1K -1,500 -9%
MCC
70
Money Concepts Capital
Florida
$130K -$18.8K -2,000 -13%
BHWM
71
Bar Harbor Wealth Management
New Hampshire
$125K – – –
FIB
72
First Interstate Bank
Montana
$117K – – –
HighTower Advisors
73
HighTower Advisors
Illinois
$117K +$582 +62 +0.5%
VF
74
Virtu Financial
New York
$114K +$114K +12,150 New
OW
75
Olistico Wealth
Oklahoma
$110K +$110K +11,700 New
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3
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