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Invesco Quality Municipal Securities
IQI

Overview Fund Activity

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
Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
1.37%
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
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$2.92M
2
AAM
Advisors Asset Management
Colorado
$1.1M
3
Raymond James Financial
Raymond James Financial
Florida
$12.7M
4
Wells Fargo
Wells Fargo
California
$3.42M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.23M

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$0
2
LPL Financial
LPL Financial
California
$2.08M
3
KIM
Karpus Investment Management
New York
$4.25M
4
COLIM
City of London Investment Management
United Kingdom
$1.11M
5
RCM
Rivernorth Capital Management
Florida
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
101
GoalVest Advisory
New York
$2.94K – – –
AUB
102
Atlantic Union Bankshares
Virginia
$2.35K +$2.35K +250 New
S
103
SignatureFD
Georgia
$1 -$1 – –
Pathstone Holdings
104
Pathstone Holdings
New Jersey
– -$5.84M -592,361 Closed
TA
105
Tectonic Advisors
Texas
– -$372K -38,431 Closed
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
– -$343K -35,457 Closed
XT
107
XTX Topco
Cayman Islands
– -$243K -25,144 Closed
AWM
108
Avior Wealth Management
Nebraska
– -$168K -17,401 Closed
Baird Financial Group
109
Baird Financial Group
Wisconsin
– -$116K -11,961 Closed
CB
110
Commerce Bank
Missouri
– -$100K -10,355 Closed
BF
111
BOK Financial
Oklahoma
– -$77.4K -8,000 Closed
CFB
112
Cullen/Frost Bankers
Texas
– -$51.5K -5,322 Closed
QC
113
Quent Capital
New York
– -$23.4K -2,419 Closed
HCP
114
Hexagon Capital Partners
Arkansas
– -$6.78K -700 Closed
WT
115
Washington Trust
Rhode Island
– -$794 -82 Closed
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