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Invesco Advantage Municipal Income Trust II
VKI

Overview Fund Activity

79 hedge funds and large institutions have $103M invested in Invesco Advantage Municipal Income Trust II in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+6
Holders Change %
+8.22%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
26
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$10.4M
2
AAM
2
Advisors Asset Management
Colorado
$1.9M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.44M
4
WIA
4
World Investment Advisors
California
$1.01M
5
BAM
5
Bayshore Asset Management
Florida
$447K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$4.61M
2
LSC
2
Logan Stone Capital
Illinois
$595K
3
LPL Financial
3
LPL Financial
California
$302K
4
SA
4
Sanctuary Advisors
Indiana
$0
5
SIA
5
Sit Investment Associates
Minnesota
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$627K 67,369 – –
AIA
27
Absolute Investment Advisers
Florida
$621K 66,700 – –
LSC
28
Logan Stone Capital
Illinois
$595K 63,961 -244,261 -79%
Ameriprise
29
Ameriprise
Minnesota
$535K 57,516 +17,400 +43%
AGM
30
Alpine Global Management
New York
$466K 50,000 – –
BAM
31
Bayshore Asset Management
Florida
$447K 48,001 +48,001 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$429K 46,081 +41 +0.1%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$375K 40,232 – –
QL
34
Quarry LP
New York
$344K 36,900 – –
KWA
35
Kingswood Wealth Advisors
California
$327K 35,130 – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$313K 33,572 +12,519 +59%
LPL Financial
37
LPL Financial
California
$302K 32,489 -225,874 -87%
Pathstone Holdings
38
Pathstone Holdings
New Jersey
$301K 32,384 +32,384 New
MPCA
39
Madison Park Capital Advisors
Washington
$293K 31,464 +5,026 +19%
IA
40
IFG Advisors
Missouri
$279K 30,000 – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$245K 26,360 +452 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$224K 24,089 -997 -4%
OCM
43
Orleans Capital Management
Louisiana
$213K 22,883 +22,883 New
CIA
44
Choate Investment Advisors
Massachusetts
$184K 19,814 – –
DWM
45
Dakota Wealth Management
Florida
$165K 17,700 -35,100 -66%
BF
46
BOK Financial
Oklahoma
$153K 16,500 -5,500 -25%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$149K 16,055 +1,763 +12%
TCM
48
Tradewinds Capital Management
Washington
$147K 15,837 +11,160 +239%
WJWM
49
Williams Jones Wealth Management
New York
$140K 15,000 – –
Osaic Holdings
50
Osaic Holdings
Arizona
$126K 13,574 -5,202 -28%
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