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Invesco Advantage Municipal Income Trust II
VKI

Overview Fund Activity

79 hedge funds and large institutions have $109M invested in Invesco Advantage Municipal Income Trust II in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
+14
Holders Change %
+21.54%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
28
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.01M
2
LSC
2
Logan Stone Capital
Illinois
$3.15M
3
GC
3
Guggenheim Capital
Illinois
$7.11M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$6.1M
5
Wells Fargo
5
Wells Fargo
California
$2.14M

Top Sellers

1
GA
1
GFS Advisors
Texas
$0
2
Bank of America
2
Bank of America
North Carolina
$4.39M
3
SIA
3
Sit Investment Associates
Minnesota
$11.3M
4
RJA
4
Raymond James & Associates
Florida
$794K
5
Invesco
5
Invesco
Georgia
$577K
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$637K 75,388 +25,660 +52%
CIA
27
Capital Investment Advisors
Georgia
$599K 70,877 -615 -0.9%
Invesco
28
Invesco
Georgia
$577K 68,280 -34,763 -34%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$569K 67,369 +67,369 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$503K 50,572 +6,810 +16%
AGM
31
Alpine Global Management
New York
$494K 58,467 +58,467 New
DWM
32
Dakota Wealth Management
Florida
$446K 52,800 +19,200 +57%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$392K 46,396 +4,950 +12%
Stifel Financial
34
Stifel Financial
Missouri
$306K 36,207 -17,122 -32%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$305K 36,132 +36,132 New
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$293K 34,659 +16,254 +88%
BF
37
BOK Financial
Oklahoma
$270K 32,000 – –
IA
38
IFG Advisors
Missouri
$254K 30,000 – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$249K 29,531 +16,771 +131%
ACA
40
Ackerman Capital Advisors
Texas
$248K 29,368 +29,368 New
WAM
41
Weiss Asset Management
Massachusetts
$246K 29,085 +29,085 New
MPCA
42
Madison Park Capital Advisors
Washington
$223K 26,400 +26,400 New
KWA
43
Kingswood Wealth Advisors
California
$180K 21,280 +21,280 New
CIA
44
Choate Investment Advisors
Massachusetts
$167K 19,814 – –
Creative Planning
45
Creative Planning
Kansas
$159K 18,760 +7,300 +64%
CCG
46
Catalina Capital Group
California
$154K 18,223 +18,223 New
WJWM
47
Williams Jones Wealth Management
New York
$148K 17,500 +17,500 New
FPCP
48
Fort Point Capital Partners
California
$141K 16,674 +16,674 New
RZH
49
Relyea Zuckerberg Hanson
Connecticut
$137K 16,221 +16,221 New
SQA
50
Simon Quick Advisors
New Jersey
$136K 16,081 +1,111 +7%
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