IQI icon

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 %
Raymond James Financial
1
Raymond James Financial
Florida
$12.7M +$871K +92,863 +7%
RCM
2
Rivernorth Capital Management
Florida
$9.98M -$957K -102,022 -9%
GC
3
Guggenheim Capital
Illinois
$9.23M +$235K +25,067 +3%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$8.28M -$439K -46,854 -5%
SIA
5
Sit Investment Associates
Minnesota
$7M -$251K -26,746 -3%
RCM
6
Robinson Capital Management
Michigan
$6.95M – – –
Morgan Stanley
7
Morgan Stanley
New York
$5.45M +$304K +32,411 +6%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$5.41M -$255K -27,150 -4%
Allianz Asset Management
9
Allianz Asset Management
Germany
$4.33M – – –
KIM
10
Karpus Investment Management
New York
$4.25M -$1.67M -178,368 -28%
Wells Fargo
11
Wells Fargo
California
$3.42M +$728K +77,616 +27%
VanEck Associates
12
VanEck Associates
New York
$3.01M +$19.6K +2,091 +0.7%
Ameriprise
13
Ameriprise
Minnesota
$2.92M +$1.72M +184,049 +144%
RC
14
Rareview Capital
Nevada
$2.43M -$177K -18,861 -7%
SWA
15
Stratos Wealth Advisors
Ohio
$2.39M -$103K -10,977 -4%
UBS Group
16
UBS Group
Switzerland
$2.27M -$4.89K -521 -0.2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.23M +$665K +70,917 +43%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.11M +$101K +10,816 +5%
LPL Financial
19
LPL Financial
California
$2.08M -$3.48M -371,101 -63%
MSL
20
Mackay Shields LLC
New York
$1.75M -$16.3K -1,740 -0.9%
Stifel Financial
21
Stifel Financial
Missouri
$1.67M +$83.4K +8,889 +5%
JWA
22
JFS Wealth Advisors
Pennsylvania
$1.35M +$1.7K +181 +0.1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.27M -$174K -18,510 -12%
CC
24
CF Capital
Massachusetts
$1.24M -$138K -14,725 -10%
COLIM
25
City of London Investment Management
United Kingdom
$1.11M -$1.08M -115,473 -49%
1
2 3 4 5