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Invesco Advantage Municipal Income Trust II
VKI

Overview Fund Activity

60 hedge funds and large institutions have $82.1M invested in Invesco Advantage Municipal Income Trust II in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$7.64M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$4.42M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$769K
4
RCM
4
Robinson Capital Management
Michigan
$3.46M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$5.56M

Top Sellers

1
ECG
1
Edge Capital Group
Georgia
$0
2
GC
2
Guggenheim Capital
Illinois
$4.75M
3
Bank of America
3
Bank of America
North Carolina
$4.89M
4
WP
4
Woodline Partners
California
$0
5
FAIM
5
Financial Advocates Investment Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$404K +$15.6K +1,603 +4%
LSC
27
Logan Stone Capital
Illinois
$392K +$261K +31,071 +199%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$347K +$90.7K +10,792 +35%
DWM
29
Dakota Wealth Management
Florida
$283K -$118K -14,000 -29%
BF
30
BOK Financial
Oklahoma
$269K – – –
IA
31
IFG Advisors
Missouri
$252K – – –
MFG
32
Merit Financial Group
Georgia
$213K +$213K +25,341 New
LCM
33
Landscape Capital Management
New Jersey
$176K +$69.1K +8,214 +64%
SFWA
34
Summit Financial Wealth Advisors
Louisiana
$167K – – –
CIA
35
Choate Investment Advisors
Massachusetts
$167K -$75.7K -9,000 -31%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$164K -$19K -2,270 -10%
DWM
37
Drive Wealth Management
Utah
$138K -$9.67K -1,150 -7%
NA
38
NewEdge Advisors
Louisiana
$137K -$32K -3,800 -19%
WAM
39
Wolverine Asset Management
Illinois
$128K +$128K +15,207 New
RJFSA
40
Raymond James Financial Services Advisors
Florida
$121K +$7.22K +858 +6%
LNWWM
41
Laird Norton Wetherby Wealth Management
California
$119K +$6.36K +756 +6%
IWC
42
Integrated Wealth Concepts
Massachusetts
$110K – – –
SIMG
43
Sonora Investment Management Group
Arizona
$105K – – –
Creative Planning
44
Creative Planning
Kansas
$96.4K – – –
KAS
45
Kestra Advisory Services
Texas
$94.3K -$5.1K -606 -5%
Financial Engines Advisors
46
Financial Engines Advisors
California
$90.1K +$90.1K +10,715 New
EPA
47
Element Pointe Advisors
Florida
$86.9K – – –
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$82K -$72.4K -8,622 -47%
TCM
49
Tradewinds Capital Management
Washington
$39.3K – – –
GWSG
50
GPS Wealth Strategies Group
Colorado
$34.3K -$34.5K -4,107 -50%
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