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Invesco Advantage Municipal Income Trust II

50 hedge funds and large institutions have $51.5M invested in Invesco Advantage Municipal Income Trust II in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

6% more capital invested

Capital invested by funds: $48.7M → $51.5M (+$2.8M)

0.13% more ownership

Funds ownership: 10.54%10.66% (+0.13%)

0% more funds holding

Funds holding: 5050 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$7.95M +$879K +80,699 +13%
Morgan Stanley
2
Morgan Stanley
New York
$7.47M +$900K +82,603 +14%
SIA
3
Sit Investment Associates
Minnesota
$6.91M +$661K +60,700 +11%
KIM
4
Karpus Investment Management
New York
$5.37M -$191K -17,529 -3%
MSL
5
Mackay Shields LLC
New York
$3.45M +$218K +20,000 +7%
MIG
6
Mariner Investment Group
New York
$3.14M +$1.41M +129,801 +83%
RCM
7
Rivernorth Capital Management
Florida
$2.18M -$243K -22,316 -10%
GEM
8
Global Endowment Management
North Carolina
$1.84M
CA
9
Cornerstone Advisors
North Carolina
$1.46M
U
10
UBS
Switzerland
$1.21M +$1.04M +95,562 +650%
NCM
11
Newgate Capital Management
Connecticut
$1.01M +$305K +27,993 +44%
TCM
12
Tradewinds Capital Management
Washington
$979K +$90.1K +8,273 +10%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$901K
GA
14
GFS Advisors
Texas
$901K +$229K +21,000 +34%
PPA
15
Parametric Portfolio Associates
Washington
$724K +$222K +20,378 +45%
AQR Capital Management
16
AQR Capital Management
Connecticut
$701K
Allianz Asset Management
17
Allianz Asset Management
Germany
$679K
Wells Fargo
18
Wells Fargo
California
$578K +$224K +20,595 +64%
AAM
19
Advisors Asset Management
Colorado
$509K +$217K +19,958 +76%
LPL Financial
20
LPL Financial
California
$444K +$5.87K +539 +1%
N
21
Nuveen
North Carolina
$383K
VanEck Associates
22
VanEck Associates
New York
$370K +$47.1K +4,324 +15%
WFI
23
West Family Investments
California
$311K
EFS
24
Essex Financial Services
Connecticut
$291K
BBNB
25
Baker Boyer National Bank
Washington
$225K +$223K +20,475 New

VKI Hedge Fund Activity: Q1 2014 in Review

50 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q1 2014, worth a combined $51.5M — up 5.7% from $48.7M a quarter earlier.

Fund positioning in VKI was balanced in Q1 2014: 7 funds opened new positions, 7 closed out, 16 added to existing stakes and 8 trimmed.

The largest buyer was Mariner Investment Group, adding an estimated $1.41M. The largest seller was HighTower Advisors, exiting entirely with an estimated $3.33M sold.

  • 50 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $51.5M of Invesco Advantage Municipal Income Trust II stock for Q1 2014, up 5.7% quarter-over-quarter.
  • 7 funds opened new Invesco Advantage Municipal Income Trust II positions in Q1 2014 and 7 closed out, a net change of 0 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q1 2014 was Mariner Investment Group, an estimated $1.41M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q1 2014 was HighTower Advisors, an estimated $3.33M sold.

Based on aggregated 13F filings for Q1 2014.