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Invesco Advantage Municipal Income Trust II

62 hedge funds and large institutions have $57.6M invested in Invesco Advantage Municipal Income Trust II in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

38% more capital invested

Capital invested by funds: $41.9M → $57.6M (+$15.7M)

11% more funds holding

Funds holding: 5662 (+6)

4.01% more ownership

Funds ownership: 7.74%11.75% (+4%)

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
19
Reduced
12
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$8.1M +$1.56M +137,600 +23%
Bank of America
2
Bank of America
North Carolina
$6.94M +$2.14M +188,514 +44%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$5.05M +$2.59M +228,619 +102%
RCM
4
Robinson Capital Management
Michigan
$4.89M +$3.21M +282,829 +183%
UBS Group
5
UBS Group
Switzerland
$4.18M +$198K +17,423 +5%
Morgan Stanley
6
Morgan Stanley
New York
$3.07M +$1.15M +101,083 +58%
GC
7
Guggenheim Capital
Illinois
$2.49M -$192K -16,937 -7%
Bessemer Group
8
Bessemer Group
New Jersey
$2.29M +$2.33M +205,060 New
COLIM
9
City of London Investment Management
United Kingdom
$1.74M +$1.78M +156,424 New
AAM
10
Advisors Asset Management
Colorado
$1.35M -$126K -11,085 -8%
AIA
11
Allegis Investment Advisors
Idaho
$1.26M +$951K +83,765 +288%
LCM
12
Landscape Capital Management
New Jersey
$1.24M +$1.26M +110,746 New
EA
13
Edge Advisors
Georgia
$1.11M +$1.13M +99,650 New
VanEck Associates
14
VanEck Associates
New York
$1.09M -$81.9K -7,221 -7%
LPL Financial
15
LPL Financial
California
$984K +$57.5K +5,063 +6%
ICA
16
Infrastructure Capital Advisors
New York
$947K +$961K +84,675 New
Invesco
17
Invesco
Georgia
$934K +$948K +83,514 New
RCM
18
Rivernorth Capital Management
Florida
$858K +$871K +76,786 New
WAM
19
Wolverine Asset Management
Illinois
$856K +$683K +60,211 +368%
VKH
20
Virtu KCG Holdings
New York
$728K +$351K +30,891 +90%
KIM
21
Karpus Investment Management
New York
$674K +$684K +60,263 New
BTS
22
BB&T Securities
Virginia
$634K
Stifel Financial
23
Stifel Financial
Missouri
$400K +$229K +20,156 +128%
RJA
24
Raymond James & Associates
Florida
$394K +$275K +24,254 +220%
CIA
25
Capital Investment Advisors
Georgia
$359K +$104K +9,205 +40%

VKI Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q4 2016, worth a combined $57.6M — up 38% from $41.9M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new VKI positions and 11 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $3.21M. The largest seller was Doliver Advisors, cutting an estimated $1.32M.

  • 62 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q4 2016, up from 56 in Q3 2016.
  • Funds reported $57.6M of Invesco Advantage Municipal Income Trust II stock for Q4 2016, up 38% quarter-over-quarter.
  • 17 funds opened new Invesco Advantage Municipal Income Trust II positions in Q4 2016 and 11 closed out, a net change of +6 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q4 2016 was Robinson Capital Management, an estimated $3.21M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q4 2016 was Doliver Advisors, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2016.