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Invesco Advantage Municipal Income Trust II
VKI

Overview Fund Activity

63 hedge funds and large institutions have $82.4M invested in Invesco Advantage Municipal Income Trust II in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$3.26M
2
RCM
2
Rivernorth Capital Management
Florida
$6M
3
SIA
3
Sit Investment Associates
Minnesota
$13M
4
LPL Financial
4
LPL Financial
California
$1.43M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$1.32M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$5.84M
2
Bank of America
2
Bank of America
North Carolina
$5.92M
3
CIA
3
Capital Investment Advisors
Georgia
$0
4
GA
4
GFS Advisors
Texas
$0
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$28.5K 3,194 +1,500 +89%
UB
52
UMB Bank
Missouri
$26.8K 3,005 – –
AAS
53
Ameritas Advisory Services
Nebraska
$21.1K 2,459 +2,459 New
ASN
54
Advisory Services Network
Georgia
$20.7K 2,324 – –
PTC
55
Private Trust Company
Ohio
$12.5K 1,400 – –
WB
56
Webster Bank
Connecticut
$8.31K 933 +933 New
PFBT
57
Parkside Financial Bank & Trust
Missouri
$4.98K 558 +6 +1%
MWM
58
Mascoma Wealth Management
New Hampshire
$3.13K 364 – –
SWM
59
Spire Wealth Management
Virginia
$3.05K 342 +342 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$3K 333 – –
GWM
61
Geneos Wealth Management
Colorado
$2.82K 317 – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.74K 195 – –
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$194 21,815 +33 +0.2%
CIA
64
Capital Investment Advisors
Georgia
– – -74,262 Closed
GA
65
GFS Advisors
Texas
– – -71,900 Closed
WAM
66
Weiss Asset Management
Massachusetts
– – -32,524 Closed
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
– – -22,858 Closed
STA
68
Summit Trail Advisors
New York
– – -18,841 Closed
Financial Engines Advisors
69
Financial Engines Advisors
California
– – -10,715 Closed
AIM
70
Anchor Investment Management
South Carolina
– – -3,825 Closed
IA
71
IFP Advisors
Florida
– – -1,600 Closed
PWS
72
Paragon Wealth Strategies
Florida
– – -889 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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