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Invesco Quality Municipal Securities
IQI
IQI
105 hedge funds and large institutions have $106M invested in Invesco Quality Municipal Securities in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
52% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 23
5% more funds holding
Funds holding: 100 → 105 (+5)
2.41% less ownership
Funds ownership: 23.28% → 20.87% (-2.4%)
13% less capital invested
Capital invested by funds: $123M → $106M (-$16.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
35
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$883K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$761K |
| 3 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
+$551K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$526K |
| 5 |
AGM
Alpine Global Management
New York
|
+$478K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GA
101
GoalVest Advisory
New York
| $3.01K | – | – | – |
|
|
BBHC
102
Brown Brothers Harriman & Co
New York
| $2.05K | +$2.13K | +213 | New |
|
|
HHCP
103
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| $96 | – | – | – |
|
|
SIS
104
Sound Income Strategies
Ft Lauderdale,
Florida
| $83 | -$12K | -1,196 | -99% |
|
105
UBS AM
Chicago,
Illinois
| $10 | – | – | – |
|
|
S
106
SignatureFD
Atlanta,
Georgia
| $1 | – | – | – |
|
107
Allspring Global Investments
Charlotte,
North Carolina
| – | -$3.71M | -372,967 | Closed |
|
|
SWA
108
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$2.39M | -239,797 | Closed |
|
|
SG
109
StoneX Group
New York
| – | -$670K | -67,300 | Closed |
|
|
JWCA
110
J.W. Cole Advisors
Tampa,
Florida
| – | -$148K | -14,860 | Closed |
|
|
PE
111
PCM Encore
Aspen,
Colorado
| – | -$139K | -13,967 | Closed |
|
|
FIB
112
First Interstate Bank
Billings,
Montana
| – | -$125K | -12,511 | Closed |
|
|
KAS
113
Kestra Advisory Services
Austin,
Texas
| – | -$34.9K | -3,505 | Closed |
|