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Invesco Advantage Municipal Income Trust II

53 hedge funds and large institutions have $56.6M invested in Invesco Advantage Municipal Income Trust II in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $55.9M → $56.6M (+$662K)

0% more funds holding

Funds holding: 5353 (0)

0.08% less ownership

Funds ownership: 11.13%11.05% (-0.08%)

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
14
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.25M +$420K +36,458 +5%
Bank of America
2
Bank of America
North Carolina
$7.52M +$99K +8,593 +1%
KIM
3
Karpus Investment Management
New York
$7.07M -$1.4M -121,509 -17%
SIA
4
Sit Investment Associates
Minnesota
$6.95M +$598K +51,900 +9%
MSL
5
Mackay Shields LLC
New York
$5.19M -$96.5K -8,375 -2%
AAM
6
Advisors Asset Management
Colorado
$3.68M +$1.06M +92,308 +41%
UBS Group
7
UBS Group
Switzerland
$2.81M +$2.79M +241,955 New
PPA
8
Parametric Portfolio Associates
Washington
$1.57M +$18.8K +1,629 +1%
CA
9
Cornerstone Advisors
North Carolina
$1.54M -$50.7K -4,400 -3%
TCM
10
Tradewinds Capital Management
Washington
$1.4M +$64.1K +5,559 +5%
RCM
11
Rivernorth Capital Management
Florida
$1.3M -$419K -36,395 -25%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$1.16M +$1.15M +100,000 New
AQR Capital Management
13
AQR Capital Management
Connecticut
$1.01M -$57.4K -4,984 -5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$589K -$326K -28,294 -36%
LSA
15
Liberty Street Advisors
New York
$551K +$548K +47,542 New
VanEck Associates
16
VanEck Associates
New York
$537K +$41.7K +3,619 +8%
LPL Financial
17
LPL Financial
California
$473K +$2.48K +215 +0.5%
SG Americas Securities
18
SG Americas Securities
New York
$429K +$426K +36,964 New
N
19
Nuveen
North Carolina
$404K
Wells Fargo
20
Wells Fargo
California
$337K -$199K -17,246 -37%
WFI
21
West Family Investments
California
$328K
EFS
22
Essex Financial Services
Connecticut
$307K
Ameriprise
23
Ameriprise
Minnesota
$267K -$27.1K -2,355 -9%
MIG
24
Mariner Investment Group
New York
$257K
CIA
25
Capital Investment Advisors
Georgia
$246K

VKI Hedge Fund Activity: Q4 2014 in Review

53 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q4 2014, worth a combined $56.6M — up 1.2% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VKI positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $1.15M. The largest seller was Global Endowment Management, exiting entirely with an estimated $1.52M sold.

  • 53 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $56.6M of Invesco Advantage Municipal Income Trust II stock for Q4 2014, up 1.2% quarter-over-quarter.
  • 6 funds opened new Invesco Advantage Municipal Income Trust II positions in Q4 2014 and 4 closed out, a net change of +2 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q4 2014 was 1832 Asset Management, an estimated $1.15M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q4 2014 was Global Endowment Management, an estimated $1.52M sold.

Based on aggregated 13F filings for Q4 2014.