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Invesco Advantage Municipal Income Trust II

52 hedge funds and large institutions have $46.8M invested in Invesco Advantage Municipal Income Trust II in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

6% more funds holding

Funds holding: 4952 (+3)

0.1% more ownership

Funds ownership: 9.64%9.74% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

8% less capital invested

Capital invested by funds: $51.1M → $46.8M (-$4.32M)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
12
Reduced
12
Closed
5
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
$9.75M -$40.1K -3,525 -0.4%
MSL
2
Mackay Shields LLC
New York
$5.78M -$2.92M -256,815 -33%
SIA
3
Sit Investment Associates
Minnesota
$5.26M -$489K -43,000 -8%
KIM
4
Karpus Investment Management
New York
$4.22M +$2.52M +221,814 +136%
Morgan Stanley
5
Morgan Stanley
New York
$4.15M -$711K -62,584 -14%
AAM
6
Advisors Asset Management
Colorado
$3.73M -$207K -18,247 -5%
PPA
7
Parametric Portfolio Associates
Washington
$2.51M +$135K +11,897 +5%
LSA
8
Liberty Street Advisors
New York
$1.9M +$115K +10,156 +6%
GC
9
Guggenheim Capital
Illinois
$1.5M +$1.55M +136,655 New
TCM
10
Tradewinds Capital Management
Washington
$1.31M -$32.9K -2,897 -2%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$1.1M
VanEck Associates
12
VanEck Associates
New York
$644K +$74K +6,507 +12%
LPL Financial
13
LPL Financial
California
$511K +$27.2K +2,389 +5%
LCM
14
Landscape Capital Management
New Jersey
$359K +$371K +32,685 New
UBS Group
15
UBS Group
Switzerland
$316K +$54.3K +4,780 +20%
WFI
16
West Family Investments
California
$310K
EFS
17
Essex Financial Services
Connecticut
$291K
Ameriprise
18
Ameriprise
Minnesota
$263K
CIA
19
Capital Investment Advisors
Georgia
$251K +$18.8K +1,650 +8%
BTS
20
BB&T Securities
Virginia
$249K +$138K +12,100 +114%
Wells Fargo
21
Wells Fargo
California
$243K -$59.2K -5,209 -19%
MG
22
Mather Group
Illinois
$227K
Creative Planning
23
Creative Planning
Kansas
$218K +$1.91K +168 +0.9%
DA
24
Doliver Advisors
Texas
$197K +$204K +17,943 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$189K

VKI Hedge Fund Activity: Q2 2015 in Review

52 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q2 2015, worth a combined $46.8M — down 8.5% from $51.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VKI positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.52M. The largest seller was Mackay Shields LLC, cutting an estimated $2.92M.

  • 52 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q2 2015, up from 49 in Q1 2015.
  • Funds reported $46.8M of Invesco Advantage Municipal Income Trust II stock for Q2 2015, down 8.5% quarter-over-quarter.
  • 8 funds opened new Invesco Advantage Municipal Income Trust II positions in Q2 2015 and 5 closed out, a net change of +3 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q2 2015 was Karpus Investment Management, an estimated $2.52M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q2 2015 was Mackay Shields LLC, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2015.