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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 %
SQA
51
Simon Quick Advisors
New Jersey
$119K 12,816 +757 +6%
MSAM
52
Moloney Securities Asset Management
Missouri
$116K 12,450 +12,450 New
Cerity Partners
53
Cerity Partners
New York
$115K 12,387 +12,387 New
Creative Planning
54
Creative Planning
Kansas
$107K 11,460 – –
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$106K 11,434 +167 +1%
LFG
56
Larson Financial Group
Missouri
$105K 11,300 +7,900 +232%
FWM
57
Fairhaven Wealth Management
Illinois
$105K 11,255 +11,255 New
MC
58
Matisse Capital
Oregon
$103K 11,023 – –
Nomura Holdings
59
Nomura Holdings
Japan
$100K 10,740 -11,290 -51%
Financial Engines Advisors
60
Financial Engines Advisors
California
$99.8K 10,715 – –
IWC
61
Integrated Wealth Concepts
Massachusetts
$93.1K 10,000 +10,000 New
HI
62
Harbour Investments
Wisconsin
$84.5K 9,074 +74 +0.8%
GWM
63
Geneos Wealth Management
Colorado
$70K 7,517 +7,200 +2,271%
SPIA
64
Steward Partners Investment Advisory
New York
$55.9K 6,000 +6,000 New
FFO
65
Fortitude Family Office
Arizona
$54.1K 5,816 +2,316 +66%
AWM
66
Avior Wealth Management
Nebraska
$47.5K 5,101 +683 +15%
GWSG
67
GPS Wealth Strategies Group
Colorado
$32.8K 3,525 -550 -13%
US Bancorp
68
US Bancorp
Minnesota
$29.7K 3,194 – –
CT
69
Colonial Trust
South Carolina
$29.2K 3,137 – –
Comerica Bank
70
Comerica Bank
Texas
$27.9K 3,000 – –
FWM
71
FSA Wealth Management
Massachusetts
$27.9K 3,000 +3,000 New
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$23.2K 2,492 – –
UB
73
UMB Bank
Missouri
$15K 1,606 – –
PTC
74
Private Trust Company
Ohio
$13K 1,400 – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$6.23K 669 – –
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