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Invesco Advantage Municipal Income Trust II

64 hedge funds and large institutions have $72.7M invested in Invesco Advantage Municipal Income Trust II in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1.89% less ownership

Funds ownership: 20.79%18.9% (-1.9%)

3% less funds holding

Funds holding: 6664 (-2)

14% less capital invested

Capital invested by funds: $84.2M → $72.7M (-$11.5M)

Holders
64
Holders Change
-2
Holders Change %
-3.03%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
19
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$9.01M +$2.31M +253,255 +32%
Bank of America
2
Bank of America
North Carolina
$7.81M -$9.59K -1,054 -0.1%
UBS Group
3
UBS Group
Switzerland
$7.31M -$448K -49,192 -6%
Morgan Stanley
4
Morgan Stanley
New York
$6.52M +$476K +52,347 +7%
AAM
5
Advisors Asset Management
Colorado
$5.63M -$152K -16,680 -3%
LWM
6
LeConte Wealth Management
Tennessee
$5.06M -$523K -57,459 -9%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$4.32M +$2.09M +229,710 +85%
Wells Fargo
8
Wells Fargo
California
$4.16M +$60K +6,591 +1%
LPL Financial
9
LPL Financial
California
$3.46M -$3.37M -370,702 -48%
SIA
10
Sit Investment Associates
Minnesota
$2.72M -$2.05M -225,763 -42%
VanEck Associates
11
VanEck Associates
New York
$2.21M +$19.5K +2,146 +0.8%
Stifel Financial
12
Stifel Financial
Missouri
$1.5M +$81.5K +8,952 +5%
Raymond James Financial
13
Raymond James Financial
Florida
$1.2M -$79.7K -8,759 -6%
WA
14
Whipplewood Advisors
Colorado
$984K -$3.58K -393 -0.3%
IP
15
Indivisible Partners
Florida
$782K +$34.6K +3,803 +4%
MWM
16
Melfa Wealth Management
Massachusetts
$725K
ITIM
17
Indiana Trust & Investment Management
Indiana
$650K -$336K -36,938 -33%
SMC
18
Smith, Moore & Co
Missouri
$588K -$480K -52,707 -44%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$584K
CIA
20
Capital Investment Advisors
Georgia
$482K -$79.5K -8,739 -14%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$481K -$2.56K -281 -0.5%
Ameriprise
22
Ameriprise
Minnesota
$439K +$126K +13,796 +37%
WCL
23
Wealth Care LLC
Florida
$433K +$455K +50,000 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$420K +$8.71K +957 +2%
MPCA
25
Madison Park Capital Advisors
Washington
$395K +$31.9K +3,508 +8%