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Invesco Advantage Municipal Income Trust II
VKI

71 hedge funds and large institutions have $93.7M invested in Invesco Advantage Municipal Income Trust II in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

1.09% less ownership

Funds ownership: 25.73% → 24.63% (-1.1%)

6% less capital invested

Capital invested by funds: $99.9M → $93.7M (-$6.2M)

8% less funds holding

Funds holding: 77 → 71 (-6)

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
71
Holders Change
-6
Holders Change %
-7.79%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
25
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$849K
2
Wells Fargo
Wells Fargo
California
+$821K
3
Bank of America
Bank of America
North Carolina
+$598K
4
WIA
World Investment Advisors
California
+$443K
5
AC
AlphaCore Capital
California
+$258K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$4.23M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$2.3M
3
KIM
Karpus Investment Management
New York
-$1.98M
4
VanEck Associates
VanEck Associates
New York
-$957K
5
IAA
Independent Advisor Alliance
North Carolina
-$752K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
51
Formidable Asset Management
Ohio
$109K +$113K +12,800 New
Creative Planning
52
Creative Planning
Kansas
$99.6K +$1.76K +200 +2%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$98K +$396 +45 +0.4%
BB
54
Busey Bank
Illinois
$96.3K – – –
EC
55
Elequin Capital
New York
$95.7K +$98.6K +11,207 New
Financial Engines Advisors
56
Financial Engines Advisors
California
$92K – – –
IWC
57
Integrated Wealth Concepts
Massachusetts
$90.1K +$4.84K +550 +6%
TA
58
TPG Advisors
Illinois
$87.8K +$90.4K +10,282 New
HI
59
Harbour Investments
Wisconsin
$53.2K -$25.7K -2,920 -32%
SPIA
60
Steward Partners Investment Advisory
New York
$51.2K – – –
FFO
61
Fortitude Family Office
Arizona
$49.7K – – –
GWSG
62
GPS Wealth Strategies Group
Colorado
$30.1K – – –
US Bancorp
63
US Bancorp
Minnesota
$27.3K – – –
FWM
64
FSA Wealth Management
Massachusetts
$25.6K – – –
MCM
65
MAI Capital Management
Ohio
$17.4K – – –
Jones Financial Companies
66
Jones Financial Companies
Missouri
$12.4K +$12.8K +1,457 New
PTC
67
Private Trust Company
Ohio
$12K – – –
EB
68
Eastern Bank
Massachusetts
$10.5K +$10.8K +1,228 New
JP Morgan Chase
69
JP Morgan Chase
New York
$5.72K – – –
MWM
70
Mascoma Wealth Management
New Hampshire
$3.11K – – –
AF
71
Allworth Financial
California
$8 +$9 +1 New
IAA
72
Independent Advisor Alliance
North Carolina
– -$752K -86,032 Closed
Bank of New York Mellon
73
Bank of New York Mellon
New York
– -$483K -55,296 Closed
HighTower Advisors
74
HighTower Advisors
Illinois
– -$454K -52,001 Closed
AGM
75
Alpine Global Management
New York
– -$437K -50,000 Closed
1 2
3
4

VKI Hedge Fund Activity: Q1 2025 in Review

71 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q1 2025, worth a combined $93.7M — down 6.2% from $99.9M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VKI and 10 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 25 added.

The largest buyer was Guggenheim Capital, adding an estimated $849K. The largest seller was Rivernorth Capital Management, cutting an estimated $4.23M.

  • 71 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q1 2025, down from 77 in Q4 2024.
  • Funds reported $93.7M of Invesco Advantage Municipal Income Trust II stock for Q1 2025, down 6.2% quarter-over-quarter.
  • 10 funds opened new Invesco Advantage Municipal Income Trust II positions in Q1 2025 and 15 closed out, a net change of -5 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q1 2025 was Guggenheim Capital, an estimated $849K added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q1 2025 was Rivernorth Capital Management, an estimated $4.23M sold.

Based on aggregated 13F filings for Q1 2025.