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Invesco Advantage Municipal Income Trust II
VKI

Overview Fund Activity

65 hedge funds and large institutions have $79.5M invested in Invesco Advantage Municipal Income Trust II in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.23M
2
RCM
2
Robinson Capital Management
Michigan
$4.43M
3
AA
3
AQR Arbitrage
Connecticut
$2.56M
4
ITIM
4
Indiana Trust & Investment Management
Indiana
$886K
5
GA
5
GFS Advisors
Texas
$755K

Top Sellers

1
SMC
1
Smith, Moore & Co
Missouri
$0
2
SIA
2
Sit Investment Associates
Minnesota
$10.3M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$0
4
NA
4
NewEdge Advisors
Louisiana
$0
5
UBS Group
5
UBS Group
Switzerland
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$530K 71,492 -775 -1%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$409K 43,762 +2,314 +6%
Stifel Financial
28
Stifel Financial
Missouri
$395K 53,329 +4,195 +9%
WAM
29
Wolverine Asset Management
Illinois
$368K 49,728 +34,521 +227%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$307K 41,446 +149 +0.4%
DWM
31
Dakota Wealth Management
Florida
$249K 33,600 – –
LCM
32
Landscape Capital Management
New Jersey
$236K 31,820 +10,861 +52%
BF
33
BOK Financial
Oklahoma
$232K 32,000 – –
IA
34
IFG Advisors
Missouri
$222K 30,000 – –
MFG
35
Merit Financial Group
Georgia
$187K 25,225 -116 -0.5%
CIA
36
Choate Investment Advisors
Massachusetts
$147K 19,814 – –
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$136K 18,405 +18,405 New
DWM
38
Drive Wealth Management
Utah
$122K 16,399 – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$120K 16,179 -3,366 -17%
IC
40
IEQ Capital
California
$112K 15,121 +15,121 New
SQA
41
Simon Quick Advisors
New Jersey
$111K 14,970 +14,970 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$110K 14,793 +378 +3%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$98.3K 13,271 -897 -6%
MNBTD
44
Moody National Bank Trust Division
Texas
$97.5K 13,163 +13,163 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$95K 12,760 +3,000 +31%
Creative Planning
46
Creative Planning
Kansas
$84.9K 11,460 – –
IWC
47
Integrated Wealth Concepts
Massachusetts
$82.3K 11,100 -2,000 -15%
STA
48
Summit Trail Advisors
New York
$82.2K 11,098 +11,098 New
EPA
49
Element Pointe Advisors
Florida
$76.6K 10,336 – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$64.3K 8,684 +8,684 New
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