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Invesco Advantage Municipal Income Trust II
VKI

Overview Fund Activity

65 hedge funds and large institutions have $79.5M invested in Invesco Advantage Municipal Income Trust II in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
21
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$9.23M
2
RCM
2
Robinson Capital Management
Michigan
$4.43M
3
AA
3
AQR Arbitrage
Connecticut
$2.56M
4
ITIM
4
Indiana Trust & Investment Management
Indiana
$886K
5
GA
5
GFS Advisors
Texas
$755K

Top Sellers

1
SMC
1
Smith, Moore & Co
Missouri
$0
2
SIA
2
Sit Investment Associates
Minnesota
$10.3M
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$0
4
NA
4
NewEdge Advisors
Louisiana
$0
5
UBS Group
5
UBS Group
Switzerland
$6.05M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
51
Tradewinds Capital Management
Washington
$34.7K 4,677 – –
AWM
52
Avior Wealth Management
Nebraska
$32.7K 4,418 +4,418 New
GWSG
53
GPS Wealth Strategies Group
Colorado
$30.2K 4,075 – –
US Bancorp
54
US Bancorp
Minnesota
$23.7K 3,194 – –
UB
55
UMB Bank
Missouri
$22.3K 3,005 – –
Comerica Bank
56
Comerica Bank
Texas
$22.2K 3,000 +3,000 New
AWA
57
Authentikos Wealth Advisory
California
$12.5K 1,689 +1,689 New
PTC
58
Private Trust Company
Ohio
$10.4K 1,400 – –
KIG
59
Kessler Investment Group
Indiana
$8.28K 1,118 +1,118 New
WB
60
Webster Bank
Connecticut
$6.91K 933 – –
PFBT
61
Parkside Financial Bank & Trust
Missouri
$4.24K 571 +6 +1%
MWM
62
Mascoma Wealth Management
New Hampshire
$2.7K 364 – –
SWM
63
Spire Wealth Management
Virginia
$2.53K 342 – –
GWM
64
Geneos Wealth Management
Colorado
$2.35K 317 – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$2K 333 – –
SMC
66
Smith, Moore & Co
Missouri
– – -95,505 Closed
SFWA
67
Summit Financial Wealth Advisors
Louisiana
– – -19,877 Closed
NA
68
NewEdge Advisors
Louisiana
– – -16,345 Closed
SIMG
69
Sonora Investment Management Group
Arizona
– – -12,520 Closed
KAS
70
Kestra Advisory Services
Texas
– – -11,212 Closed
Financial Engines Advisors
71
Financial Engines Advisors
California
– – -10,715 Closed
SIS
72
Sound Income Strategies
Florida
– – -1,053 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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