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Invesco Quality Municipal Securities
IQI

Overview Fund Activity

89 hedge funds and large institutions have $149M invested in Invesco Quality Municipal Securities in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$2.27M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$2.11M
3
GC
Guggenheim Capital
Illinois
+$1.3M
4
RJA
Raymond James & Associates
Florida
+$1.1M
5
LPL Financial
LPL Financial
California
+$891K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$1.34M
2
Goldman Sachs
Goldman Sachs
New York
-$990K
3
Bank of America
Bank of America
North Carolina
-$480K
4
UBS Group
UBS Group
Switzerland
-$385K
5
LSC
Logan Stone Capital
Illinois
-$264K
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
76
Quent Capital
New York
$15.7K +$190 +19 +1%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$15K +$5.78K +565 +63%
WB
78
Webster Bank
Connecticut
$13.5K +$13.5K +1,357 New
FMP
79
Financial Management Professionals
Texas
$10K – – –
FHA
80
First Horizon Advisors
Tennessee
$9.98K – – –
CAM
81
Costello Asset Management
Pennsylvania
$7.98K – – –
HCP
82
Hexagon Capital Partners
Arkansas
$6.99K – – –
PA
83
Parallel Advisors
California
$5.51K -$5.54K -555 -50%
FP
84
Financial Perspectives
Minnesota
$3.61K – – –
PB
85
Pinnacle Bancorp
Nebraska
$3.38K – – –
HI
86
Harbour Investments
Wisconsin
$3.32K +$3.32K +333 New
GA
87
GoalVest Advisory
New York
$3.12K – – –
RWM
88
Ruedi Wealth Management
Illinois
$2.41K +$2.41K +241 New
WT
89
Washington Trust
Rhode Island
$1.97K – – –
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$737 +$38 +3,856 +6%
Goldman Sachs
91
Goldman Sachs
New York
– -$990K -105,102 Closed
WAM
92
Weiss Asset Management
Massachusetts
– -$222K -23,577 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
– -$121K -12,872 Closed
AWM
94
Avior Wealth Management
Nebraska
– -$94.2K -10,000 Closed
RPCA
95
Running Point Capital Advisors
California
– -$94.2K -10,000 Closed
US Bancorp
96
US Bancorp
Minnesota
– -$37.9K -4,019 Closed
IA
97
IFP Advisors
Florida
– -$8K -703 Closed
WAM
98
Wolverine Asset Management
Illinois
– -$1.88K -200 Closed
USCWA
99
U.S. Capital Wealth Advisors
Texas
– -$414 -44 Closed
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