VKI icon

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 %
STA
51
Summit Trail Advisors
New York
$108K -$20.6K -2,426 -16%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$101K -$3.44K -405 -3%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$101K -$4.27K -500 -4%
Creative Planning
54
Creative Planning
Kansas
$97.4K -$62.1K -7,300 -39%
IWC
55
Integrated Wealth Concepts
Massachusetts
$94.4K – – –
BAM
56
Bayshore Asset Management
Florida
$92.7K +$92.7K +10,900 New
Financial Engines Advisors
57
Financial Engines Advisors
California
$91.1K – – –
MNBTD
58
Moody National Bank Trust Division
Texas
$90.9K -$29.8K -3,502 -25%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$90.4K +$986 +116 +1%
PAG
60
Private Advisor Group
New Jersey
$86.9K – – –
FFO
61
Fortitude Family Office
Arizona
$62.1K – – –
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$54.5K +$48.8K +5,745 +859%
CA
63
CoreCap Advisors
Michigan
$52.7K +$52.7K +6,198 New
TCM
64
Tradewinds Capital Management
Washington
$39.8K – – –
AWM
65
Avior Wealth Management
Nebraska
$37.6K – – –
GWSG
66
GPS Wealth Strategies Group
Colorado
$34.6K – – –
FMP
67
Financial Management Professionals
Texas
$28K +$28K +3,333 New
US Bancorp
68
US Bancorp
Minnesota
$27.1K – – –
FWM
69
FSA Wealth Management
Massachusetts
$25.5K – – –
Comerica Bank
70
Comerica Bank
Texas
$25.5K – – –
UB
71
UMB Bank
Missouri
$21K -$6.88K -809 -25%
TCG
72
Transcendent Capital Group
Oklahoma
$19.1K +$19.1K +2,250 New
PTC
73
Private Trust Company
Ohio
$11.9K – – –
Bessemer Group
74
Bessemer Group
New Jersey
$5K +$5K +614 New
MWM
75
Mascoma Wealth Management
New Hampshire
$3.09K – – –
1 2
3
4