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Invesco Quality Municipal Securities
IQI

Overview Fund Activity

104 hedge funds and large institutions have $139M invested in Invesco Quality Municipal Securities in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-5
Holders Change %
-4.59%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$847K
2
Wells Fargo
Wells Fargo
California
+$754K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$601K
4
Raymond James Financial
Raymond James Financial
Florida
+$458K
5
Osaic Holdings
Osaic Holdings
Arizona
+$314K

Top Sellers

1
CW
Curio Wealth
Maryland
-$11.7M
2
KIM
Karpus Investment Management
New York
-$6.96M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$3.17M
4
RCM
Rivernorth Capital Management
Florida
-$2.99M
5
COLIM
City of London Investment Management
United Kingdom
-$2.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
76
Kercheville Advisors
Texas
$106K – – –
SP
77
Successful Portfolios
Florida
$105K – – –
LOPW
78
Live Oak Private Wealth
North Carolina
$101K – – –
CB
79
Commerce Bank
Missouri
$100K – – –
AF
80
Atala Financial
California
$98.9K – – –
PFA
81
Petra Financial Advisors
Colorado
$96.8K – – –
FAG
82
Fortitude Advisory Group
Washington
$95K – – –
SPIA
83
Steward Partners Investment Advisory
New York
$92.5K +$1.78K +184 +2%
BF
84
BOK Financial
Oklahoma
$77.4K -$445K -46,000 -85%
CFB
85
Cullen/Frost Bankers
Texas
$51.5K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$43K – – –
US Bancorp
87
US Bancorp
Minnesota
$31.8K -$9.83K -1,015 -24%
SIS
88
Sound Income Strategies
Florida
$31K +$11.4K +1,175 +58%
Citigroup
89
Citigroup
New York
$29.6K – – –
MCM
90
MAI Capital Management
Ohio
$27.2K – – –
QC
91
Quent Capital
New York
$23.4K +$445 +46 +2%
EB
92
Eastern Bank
Massachusetts
$22.1K +$22.1K +2,286 New
OWP
93
ORG Wealth Partners
Texas
$16.7K – – –
SWM
94
Spire Wealth Management
Virginia
$12.6K – – –
CW
95
Curio Wealth
Maryland
$10.8K -$11.7M -1,090 -100%
FHA
96
First Horizon Advisors
Tennessee
$9.68K – – –
CPBTD
97
Central Pacific Bank - Trust Division
Hawaii
$9.24K – – –
HCP
98
Hexagon Capital Partners
Arkansas
$6.78K – – –
FP
99
Financial Perspectives
Minnesota
$3.5K – – –
PB
100
Pinnacle Bancorp
Nebraska
$3.28K – – –
1 2 3
4
5