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Invesco Advantage Municipal Income Trust II
VKI

Overview Fund Activity

76 hedge funds and large institutions have $99.8M invested in Invesco Advantage Municipal Income Trust II in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 15 closing their positions.

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
24
Reduced
14
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.28M
2
GC
2
Guggenheim Capital
Illinois
$8.2M
3
RCM
3
Robinson Capital Management
Michigan
$10.7M
4
IAA
4
Independent Advisor Alliance
North Carolina
$752K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$454K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$6.46M
2
KIM
2
Karpus Investment Management
New York
$3.04M
3
AA
3
AQR Arbitrage
Connecticut
$0
4
RCM
4
Rivernorth Capital Management
Florida
$11.3M
5
Wells Fargo
5
Wells Fargo
California
$2.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$130K 14,845 +14,845 New
LCM
52
Landscape Capital Management
New Jersey
$123K 14,019 +14,019 New
SQA
53
Simon Quick Advisors
New Jersey
$116K 13,241 +425 +3%
WS
54
Wedbush Securities
California
$112K 12,800 +12,800 New
MSAM
55
Moloney Securities Asset Management
Missouri
$109K 12,464 +14 +0.1%
Creative Planning
56
Creative Planning
Kansas
$100K 11,460 – –
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$100K 11,479 +45 +0.4%
BB
58
Busey Bank
Illinois
$98.5K 11,272 +11,272 New
FWM
59
Fairhaven Wealth Management
Illinois
$98.4K 11,255 – –
FFB
60
First Financial Bankshares
Texas
$96.8K 11,075 +11,075 New
PCM
61
Permanent Capital Management
Illinois
$93.8K 10,728 +10,728 New
Financial Engines Advisors
62
Financial Engines Advisors
California
$93.6K 10,715 – –
GWM
63
Geneos Wealth Management
Colorado
$90.2K 10,317 +2,800 +37%
IWC
64
Integrated Wealth Concepts
Massachusetts
$87.4K 10,000 – –
HI
65
Harbour Investments
Wisconsin
$80K 9,151 +77 +0.8%
SPIA
66
Steward Partners Investment Advisory
New York
$52.4K 6,000 – –
FFO
67
Fortitude Family Office
Arizona
$50.8K 5,816 – –
AWM
68
Avior Wealth Management
Nebraska
$38.6K 4,418 -683 -13%
GWSG
69
GPS Wealth Strategies Group
Colorado
$30.8K 3,525 – –
US Bancorp
70
US Bancorp
Minnesota
$27.9K 3,194 – –
FWM
71
FSA Wealth Management
Massachusetts
$26.2K 3,000 – –
MCM
72
MAI Capital Management
Ohio
$17.8K 2,042 +2,042 New
PTC
73
Private Trust Company
Ohio
$12.2K 1,400 – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$5.85K 669 – –
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$5.61K 642 -1,850 -74%
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