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Invesco Quality Municipal Securities
IQI

Overview Fund Activity

92 hedge funds and large institutions have $121M invested in Invesco Quality Municipal Securities in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
30
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$2.43M
2
RCM
Rivernorth Capital Management
Florida
+$1.98M
3
VCM
Vivaldi Capital Management
Illinois
+$1.91M
4
KIM
Karpus Investment Management
New York
+$1.64M
5
CF
Centaurus Financial
California
+$1.27M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$1.05M
2
WS
Wedbush Securities
California
-$567K
3
Invesco
Invesco
Georgia
-$543K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$353K
5
Bank of America
Bank of America
North Carolina
-$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Sugarloaf Wealth Management
Georgia
$21K +$252 +22 +1%
SIS
77
Sound Income Strategies
Florida
$20K +$242 +21 +1%
UB
78
UMB Bank
Missouri
$20K +$13.9K +1,234 +225%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$18.1K – – –
FEG
80
Financial Enhancement Group
Indiana
$13K – – –
Bessemer Group
81
Bessemer Group
New Jersey
$13K +$6.64K +579 +105%
QC
82
Quent Capital
New York
$12K +$185 +17 +2%
FMP
83
Financial Management Professionals
Texas
$11K – – –
FHA
84
First Horizon Advisors
Tennessee
$11K +$11K +1,000 New
TCM
85
Tradewinds Capital Management
Washington
$9K – – –
CAM
86
Costello Asset Management
Pennsylvania
$9K – – –
GWMIA
87
Global Wealth Management Investment Advisory
Florida
$8K – – –
HCP
88
Hexagon Capital Partners
Arkansas
$8K – – –
FP
89
Financial Perspectives
Minnesota
$4.1K – – –
PB
90
Pinnacle Bancorp
Nebraska
$4K – – –
GA
91
GoalVest Advisory
New York
$4K +$4K +313 New
WT
92
Washington Trust
Rhode Island
$2K – – –
WS
93
Wedbush Securities
California
– -$567K -41,757 Closed
FAIM
94
Financial Advocates Investment Management
Washington
– -$332K -24,430 Closed
QCIG
95
Quad-Cities Investment Group
Iowa
– -$196K -14,393 Closed
Truist Financial
96
Truist Financial
North Carolina
– -$181K -13,316 Closed
CAN
97
Cetera Advisor Networks
California
– -$139K -10,252 Closed
WFS
98
Widmann Financial Services
Maryland
– -$38K -2,843 Closed
SCA
99
Snowden Capital Advisors
New York
– -$10K -738 Closed
WPA
100
West Paces Advisors
Georgia
– -$6.97K -513 Closed
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4
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