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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
$2.92M
2
AAM
Advisors Asset Management
Colorado
$1.1M
3
Raymond James Financial
Raymond James Financial
Florida
$12.7M
4
Wells Fargo
Wells Fargo
California
$3.42M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.23M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$0
2
LPL Financial
LPL Financial
California
$2.08M
3
KIM
Karpus Investment Management
New York
$4.25M
4
COLIM
City of London Investment Management
United Kingdom
$1.11M
5
RCM
Rivernorth Capital Management
Florida
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Cornerstone Wealth Management
Missouri
$108K +$108K +11,510 New
KA
77
Kercheville Advisors
Texas
$103K – – –
SP
78
Successful Portfolios
Florida
$102K – – –
LOPW
79
Live Oak Private Wealth
North Carolina
$98.3K – – –
AF
80
Atala Financial
California
$95.9K – – –
PFA
81
Petra Financial Advisors
Colorado
$93.8K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$91.6K +$1.98K +211 +2%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
US Bancorp
84
US Bancorp
Minnesota
$30.8K – – –
SIS
85
Sound Income Strategies
Florida
$30.6K +$610 +65 +2%
Citigroup
86
Citigroup
New York
$28.7K – – –
MCM
87
MAI Capital Management
Ohio
$26.4K – – –
EB
88
Eastern Bank
Massachusetts
$21.4K – – –
TPW
89
Talon Private Wealth
Florida
$18.6K +$18.6K +1,986 New
AAS
90
Ameritas Advisory Services
Nebraska
$17K +$17K +1,817 New
OWP
91
ORG Wealth Partners
Texas
$16.2K – – –
SWM
92
Spire Wealth Management
Virginia
$12.2K – – –
CW
93
Curio Wealth
Maryland
$10.6K +$10.6K +1,134 +113,400%
FHA
94
First Horizon Advisors
Tennessee
$9.38K – – –
CPBTD
95
Central Pacific Bank - Trust Division
Hawaii
$8.95K – – –
GRP
96
Global Retirement Partners
California
$7.5K +$7.5K +800 New
AssetMark Inc
97
AssetMark Inc
California
$4.69K +$4.69K +500 New
FP
98
Financial Perspectives
Minnesota
$3.4K – – –
PB
99
Pinnacle Bancorp
Nebraska
$3.18K – – –
NS
100
NBC Securities
Alabama
$3K – – –
1 2 3
4
5