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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 %
Raymond James Financial
1
Raymond James Financial
Florida
$12.2M +$458K +47,267 +4%
RCM
2
Rivernorth Capital Management
Florida
$11.3M -$2.99M -308,912 -21%
GC
3
Guggenheim Capital
Illinois
$9.28M +$3.97K +410 +0%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$9M – – –
SIA
5
Sit Investment Associates
Minnesota
$7.49M -$286K -29,591 -4%
RCM
6
Robinson Capital Management
Michigan
$7.17M -$1.48M -152,501 -17%
KIM
7
Karpus Investment Management
New York
$6.11M -$6.96M -718,989 -53%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$5.84M -$1.99M -201,458 -25%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$5.84M -$3.17M -327,725 -35%
LPL Financial
10
LPL Financial
California
$5.74M +$847K +87,535 +17%
Morgan Stanley
11
Morgan Stanley
New York
$5.31M +$165K +17,047 +3%
Allianz Asset Management
12
Allianz Asset Management
Germany
$4.47M – – –
VanEck Associates
13
VanEck Associates
New York
$3.09M -$747K -77,183 -19%
Wells Fargo
14
Wells Fargo
California
$2.78M +$754K +77,901 +37%
RC
15
Rareview Capital
Nevada
$2.69M -$69.7K -7,196 -3%
SWA
16
Stratos Wealth Advisors
Ohio
$2.57M +$127K +13,112 +5%
UBS Group
17
UBS Group
Switzerland
$2.35M -$88.8K -9,172 -4%
COLIM
18
City of London Investment Management
United Kingdom
$2.26M -$2.39M -247,219 -51%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.07M +$65.2K +6,738 +3%
MSL
20
Mackay Shields LLC
New York
$1.82M – – –
Stifel Financial
21
Stifel Financial
Missouri
$1.64M +$208K +21,500 +15%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.61M +$601K +62,082 +59%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.49M -$65K -6,717 -4%
RIL
24
Rothschild Investment LLC
Illinois
$1.47M -$277K -28,627 -16%
JWA
25
JFS Wealth Advisors
Pennsylvania
$1.4M +$1.62K +167 +0.1%
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