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Invesco Quality Municipal Securities

101 hedge funds and large institutions have $126M invested in Invesco Quality Municipal Securities in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more capital invested

Capital invested by funds: $126M → $126M (+$326K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 102101 (-1)

1.12% less ownership

Funds ownership: 25.37%24.24% (-1.1%)

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
32
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
51
Tyche Wealth Partners
Texas
$231K +$2.65K +279 +1%
HKAM
52
Horizon Kinetics Asset Management
New York
$218K
AFG
53
Atomi Financial Group
New York
$217K +$19.4K +2,045 +10%
AC
54
AlphaCore Capital
California
$208K -$38.6K -4,063 -16%
FAG
55
Fortitude Advisory Group
Washington
$205K +$50.4K +5,307 +34%
WA
56
Waverly Advisors
Alabama
$182K
CIA
57
Concurrent Investment Advisors
Florida
$155K -$128K -13,512 -46%
MWM
58
Melfa Wealth Management
Massachusetts
$151K
SFS
59
Sowell Financial Services
Arkansas
$151K
RSA
60
River Street Advisors
Illinois
$150K
ATPW
61
Ashton Thomas Private Wealth
Arizona
$148K +$142K +15,000 New
JWCA
62
J.W. Cole Advisors
Florida
$145K +$1.02K +107 +0.7%
CNBTD
63
Citizens National Bank Trust Department
Mississippi
$142K
CWM
64
Cornerstone Wealth Management
Missouri
$141K +$26.2K +2,759 +24%
First Trust Advisors
65
First Trust Advisors
Illinois
$137K -$10.5K -1,103 -7%
SP
66
Successful Portfolios
Florida
$136K +$28.5K +3,000 +28%
SC
67
Savant Capital
Illinois
$132K +$127K +13,375 New
BHWM
68
Bar Harbor Wealth Management
New Hampshire
$131K
FIB
69
First Interstate Bank
Montana
$123K
HighTower Advisors
70
HighTower Advisors
Illinois
$122K -$598 -63 -0.5%
SPIA
71
Steward Partners Investment Advisory
New York
$121K +$23.7K +2,495 +26%
WIA
72
World Investment Advisors
California
$112K +$108K +11,370 New
KA
73
Kercheville Advisors
Texas
$108K
MCC
74
Money Concepts Capital
Florida
$105K -$30.4K -3,200 -23%
LOPW
75
Live Oak Private Wealth
North Carolina
$103K

IQI Hedge Fund Activity: Q3 2025 in Review

101 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Quality Municipal Securities (IQI) for Q3 2025, worth a combined $126M — up 0.26% from $126M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IQI positions and 9 closed out — a net gain of 1 holder — while 32 added to existing stakes and 23 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.76M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.42M.

  • 101 institutional investors held Invesco Quality Municipal Securities (IQI) as of Q3 2025, down from 102 in Q2 2025.
  • Funds reported $126M of Invesco Quality Municipal Securities stock for Q3 2025, up 0.26% quarter-over-quarter.
  • 10 funds opened new Invesco Quality Municipal Securities positions in Q3 2025 and 9 closed out, a net change of +1 holder.
  • The largest Invesco Quality Municipal Securities buyer in Q3 2025 was LPL Financial, an estimated $4.76M added.
  • The largest Invesco Quality Municipal Securities seller in Q3 2025 was Rivernorth Capital Management, an estimated $4.42M sold.

Based on aggregated 13F filings for Q3 2025.