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Invesco Advantage Municipal Income Trust II
VKI

Overview Fund Activity

77 hedge funds and large institutions have $109M invested in Invesco Advantage Municipal Income Trust II in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
19
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSC
1
Logan Stone Capital
Illinois
$5.54M
2
RCM
2
Robinson Capital Management
Michigan
$7.79M
3
SCM
3
Saba Capital Management
New York
$1.6M
4
KIM
4
Karpus Investment Management
New York
$9.57M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$7.56M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.74M
2
GC
2
Guggenheim Capital
Illinois
$5.38M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$4.85M
4
SIA
4
Sit Investment Associates
Minnesota
$10.2M
5
Wells Fargo
5
Wells Fargo
California
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
26
Rothschild Investment LLC
Illinois
$692K – – –
ACA
27
Ackerman Capital Advisors
Texas
$667K +$417K +49,044 +167%
CIA
28
Capital Investment Advisors
Georgia
$595K -$7.18K -845 -1%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$573K – – –
WIA
30
World Investment Advisors
California
$499K +$499K +58,655 New
DWM
31
Dakota Wealth Management
Florida
$449K – – –
Ameriprise
32
Ameriprise
Minnesota
$403K -$283K -33,333 -41%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$379K -$118K -12,010 -24%
SMC
34
Smith, Moore & Co
Missouri
$377K +$377K +44,369 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$368K -$26.3K -3,100 -7%
FPCP
36
Fort Point Capital Partners
California
$358K +$216K +25,448 +153%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$309K +$2.13K +250 +0.7%
Stifel Financial
38
Stifel Financial
Missouri
$308K +$587 +69 +0.2%
KWA
39
Kingswood Wealth Advisors
California
$273K +$92.2K +10,850 +51%
IA
40
IFG Advisors
Missouri
$255K – – –
Invesco
41
Invesco
Georgia
$250K -$331K -38,887 -57%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$247K -$4.51K -529 -2%
MPCA
43
Madison Park Capital Advisors
Washington
$225K +$144 +17 +0.1%
BF
44
BOK Financial
Oklahoma
$186K -$84.6K -10,000 -31%
CIA
45
Choate Investment Advisors
Massachusetts
$168K – – –
Nomura Holdings
46
Nomura Holdings
Japan
$162K +$162K +19,030 New
CCG
47
Catalina Capital Group
California
$155K – – –
SQA
48
Simon Quick Advisors
New Jersey
$153K +$15.9K +1,875 +12%
WJWM
49
Williams Jones Wealth Management
New York
$149K – – –
RZH
50
Relyea Zuckerberg Hanson
Connecticut
$138K – – –
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