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Invesco Quality Municipal Securities
IQI

Overview Fund Activity

109 hedge funds and large institutions have $163M invested in Invesco Quality Municipal Securities in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+8
Holders Change %
+7.92%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
27
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$3.31M
2
RCM
Robinson Capital Management
Michigan
+$1.98M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.11M
4
RCM
Rivernorth Capital Management
Florida
+$1.01M
5
P
&Partners
Tennessee
+$677K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$5.02M
2
LSC
Logan Stone Capital
Illinois
-$3.43M
3
AA
AQR Arbitrage
Connecticut
-$1.89M
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.2M
5
WANY
Wealthspire Advisors (New York)
New York
-$805K
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
76
Bar Harbor Wealth Management
New Hampshire
$132K – – –
FIB
77
First Interstate Bank
Montana
$123K – – –
NWMP
78
Noble Wealth Management PBC
Colorado
$123K +$123K +12,500 New
KA
79
Kercheville Advisors
Texas
$108K – – –
SP
80
Successful Portfolios
Florida
$107K -$24.4K -2,475 -19%
LOPW
81
Live Oak Private Wealth
North Carolina
$103K – – –
CB
82
Commerce Bank
Missouri
$102K – – –
WAM
83
Worth Asset Management
Texas
$102K +$102K +10,300 New
FAG
84
Fortitude Advisory Group
Washington
$101K +$101K +10,280 New
AF
85
Atala Financial
California
$101K +$101K +10,220 New
PFA
86
Petra Financial Advisors
Colorado
$98.6K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$92.4K +$1.73K +175 +2%
CFB
88
Cullen/Frost Bankers
Texas
$52.5K – – –
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$44K +$4.68K +478 +12%
S
90
SignatureFD
Georgia
$43K +$43K +4,361 New
US Bancorp
91
US Bancorp
Minnesota
$42.4K – – –
Citigroup
92
Citigroup
New York
$30.2K – – –
MCM
93
MAI Capital Management
Ohio
$27.7K +$27.7K +2,811 New
QC
94
Quent Capital
New York
$23.4K +$434 +44 +2%
SIS
95
Sound Income Strategies
Florida
$19.9K +$375 +38 +2%
OWP
96
ORG Wealth Partners
Texas
$16.9K – – –
SWM
97
Spire Wealth Management
Virginia
$12.8K – – –
PWA
98
Provenance Wealth Advisors
Florida
$11.4K – – –
CW
99
Curio Wealth
Maryland
$10.8K +$10.8K +1,091 New
FHA
100
First Horizon Advisors
Tennessee
$9.86K – – –
1 2 3
4
5