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Invesco Quality Municipal Securities

105 hedge funds and large institutions have $106M invested in Invesco Quality Municipal Securities in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

5% more funds holding

Funds holding: 100105 (+5)

2.41% less ownership

Funds ownership: 23.28%20.87% (-2.4%)

13% less capital invested

Capital invested by funds: $123M → $106M (-$16.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
35
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
51
Horizon Kinetics Asset Management
New York
$211K -$1.5K -150 -0.7%
MA
52
Mutual Advisors
Nebraska
$210K +$218K +21,800 New
ATPW
53
Ashton Thomas Private Wealth
Arizona
$203K +$61.1K +6,100 +41%
KA
54
Kercheville Advisors
Texas
$202K +$50.1K +5,000 +31%
FAG
55
Fortitude Advisory Group
Washington
$201K
VF
56
Virtu Financial
New York
$194K +$202K +20,151 New
PWC
57
Pathfinder Wealth Consulting
North Carolina
$193K
AC
58
AlphaCore Capital
California
$187K +$3.68K +367 +2%
AWM
59
Avior Wealth Management
Nebraska
$151K
MWM
60
Melfa Wealth Management
Massachusetts
$148K
SFS
61
Sowell Financial Services
Arkansas
$147K
RSA
62
River Street Advisors
Illinois
$146K
First Trust Advisors
63
First Trust Advisors
Illinois
$144K +$2.73K +272 +2%
SPIA
64
Steward Partners Investment Advisory
New York
$135K +$1.14K +114 +0.8%
HF
65
HRT Financial
New York
$135K +$141K +14,088 New
BHWM
66
Bar Harbor Wealth Management
New Hampshire
$128K
SP
67
Successful Portfolios
Florida
$124K -$5.84K -583 -4%
HighTower Advisors
68
HighTower Advisors
Illinois
$119K -$25K -2,492 -17%
CNBTD
69
Citizens National Bank Trust Department
Mississippi
$114K
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$110K +$4.51K +450 +4%
WIA
71
World Investment Advisors
California
$109K -$40 -4 -0%
BI
72
Bramshill Investments
Florida
$109K
IAIM
73
International Assets Investment Management
Florida
$106K +$210 +21 +0.2%
MCC
74
Money Concepts Capital
Florida
$102K
LOPW
75
Live Oak Private Wealth
North Carolina
$101K