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Invesco Quality Municipal Securities

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

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1.81% less ownership

Funds ownership: 27.18%25.37% (-1.8%)

2% less funds holding

Funds holding: 104102 (-2)

10% less capital invested

Capital invested by funds: $139M → $126M (-$13.3M)

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.34%
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
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$609 +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

IQI Hedge Fund Activity: Q2 2025 in Review

102 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Quality Municipal Securities (IQI) for Q2 2025, worth a combined $126M — down 9.6% from $139M a quarter earlier.

Fund positioning in IQI was balanced in Q2 2025: 12 funds opened new positions, 12 closed out, 29 added to existing stakes and 27 trimmed.

The largest buyer was Ameriprise, adding an estimated $1.73M. The largest seller was Pathstone Holdings, exiting entirely with an estimated $5.84M sold.

  • 102 institutional investors held Invesco Quality Municipal Securities (IQI) as of Q2 2025, down from 104 in Q1 2025.
  • Funds reported $126M of Invesco Quality Municipal Securities stock for Q2 2025, down 9.6% quarter-over-quarter.
  • 12 funds opened new Invesco Quality Municipal Securities positions in Q2 2025 and 12 closed out, a net change of 0 holders.
  • The largest Invesco Quality Municipal Securities buyer in Q2 2025 was Ameriprise, an estimated $1.73M added.
  • The largest Invesco Quality Municipal Securities seller in Q2 2025 was Pathstone Holdings, an estimated $5.84M sold.

Based on aggregated 13F filings for Q2 2025.