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Invesco Advantage Municipal Income Trust II
VKI

71 hedge funds and large institutions have $89.1M invested in Invesco Advantage Municipal Income Trust II in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less capital invested

Capital invested by funds: $91.1M → $89.1M (-$1.95M)

1% less funds holding

Funds holding: 72 → 71 (-1)

1.61% less ownership

Funds ownership: 24.49% → 22.89% (-1.6%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
22
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.58M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.07M
3
AAM
Advisors Asset Management
Colorado
+$1.06M
4
Bank of America
Bank of America
North Carolina
+$809K
5
Morgan Stanley
Morgan Stanley
New York
+$332K

Top Sellers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
-$5.79M
2
RCM
Rivernorth Capital Management
Florida
-$5.67M
3
GC
Guggenheim Capital
Illinois
-$1.37M
4
AIA
Absolute Investment Advisers
Florida
-$603K
5
KIM
Karpus Investment Management
New York
-$578K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$373K +$24.2K +2,872 +7%
MPCA
27
Madison Park Capital Advisors
Washington
$369K +$353 +42 +0.1%
Ameriprise
28
Ameriprise
Minnesota
$351K -$143K -17,000 -30%
WIA
29
World Investment Advisors
California
$326K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$290K -$44.1K -5,242 -14%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$272K +$77.2K +9,176 +42%
AC
32
AlphaCore Capital
California
$259K -$3.41K -406 -1%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$257K +$4.81K +572 +2%
N
34
Nuveen
North Carolina
$251K – – –
CIA
35
Concurrent Investment Advisors
Florida
$246K +$236K +28,032 New
Osaic Holdings
36
Osaic Holdings
Arizona
$227K +$31.2K +3,715 +16%
OCM
37
Orleans Capital Management
Louisiana
$182K -$18.4K -2,183 -10%
CIA
38
Choate Investment Advisors
Massachusetts
$174K – – –
RSA
39
River Street Advisors
Illinois
$172K – – –
MOS
40
MGO One Seven
Ohio
$161K – – –
TCM
41
Tradewinds Capital Management
Washington
$139K – – –
Creative Planning
42
Creative Planning
Kansas
$138K +$34.7K +4,132 +35%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$138K -$15K -1,783 -10%
WJWM
44
Williams Jones Wealth Management
New York
$132K – – –
TA
45
TPG Advisors
Illinois
$125K +$12.1K +1,437 +11%
MSAM
46
Moloney Securities Asset Management
Missouri
$122K +$11.4K +1,355 +11%
WS
47
Wedbush Securities
California
$112K – – –
FAM
48
Formidable Asset Management
Ohio
$103K -$4.63K -550 -4%
SC
49
Savant Capital
Illinois
$99.4K -$20K -2,377 -17%
BB
50
Busey Bank
Illinois
$98.9K – – –
1
2
3 4

VKI Hedge Fund Activity: Q3 2025 in Review

71 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q3 2025, worth a combined $89.1M — down 2.1% from $91.1M a quarter earlier.

Fund positioning in VKI was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 22 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.58M. The largest seller was Robinson Capital Management, cutting an estimated $5.79M.

  • 71 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q3 2025, down from 72 in Q2 2025.
  • Funds reported $89.1M of Invesco Advantage Municipal Income Trust II stock for Q3 2025, down 2.1% quarter-over-quarter.
  • 5 funds opened new Invesco Advantage Municipal Income Trust II positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q3 2025 was LPL Financial, an estimated $5.58M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q3 2025 was Robinson Capital Management, an estimated $5.79M sold.

Based on aggregated 13F filings for Q3 2025.