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Invesco Advantage Municipal Income Trust II

58 hedge funds and large institutions have $59.3M invested in Invesco Advantage Municipal Income Trust II in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

3% more capital invested

Capital invested by funds: $57.6M → $59.3M (+$1.75M)

0.51% more ownership

Funds ownership: 11.75%12.26% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 6258 (-4)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
9
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$8.19M +$73.9K +6,600 +0.9%
RCM
2
Robinson Capital Management
Michigan
$6.5M +$1.6M +142,989 +33%
Bank of America
3
Bank of America
North Carolina
$5.78M -$1.17M -104,530 -17%
UBS Group
4
UBS Group
Switzerland
$4.39M +$206K +18,440 +5%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$4.17M -$897K -80,194 -18%
Morgan Stanley
6
Morgan Stanley
New York
$3.16M +$85.3K +7,627 +3%
COLIM
7
City of London Investment Management
United Kingdom
$2.89M +$1.15M +102,386 +65%
GC
8
Guggenheim Capital
Illinois
$2.7M +$201K +17,940 +8%
Bessemer Group
9
Bessemer Group
New Jersey
$2.52M +$224K +20,000 +10%
AIA
10
Allegis Investment Advisors
Idaho
$1.69M +$430K +38,390 +34%
LCM
11
Landscape Capital Management
New Jersey
$1.56M +$321K +28,725 +26%
LCM
12
Laurion Capital Management
New York
$1.33M +$1.33M +118,814 New
CIA
13
Capital Investment Advisors
Georgia
$1.28M +$925K +82,690 +258%
AAM
14
Advisors Asset Management
Colorado
$1.26M -$96.9K -8,662 -7%
VanEck Associates
15
VanEck Associates
New York
$1.18M +$84.3K +7,534 +8%
EA
16
Edge Advisors
Georgia
$1.12M
LPL Financial
17
LPL Financial
California
$1.03M +$44.7K +3,997 +5%
Invesco
18
Invesco
Georgia
$956K +$20.9K +1,867 +2%
ICA
19
Infrastructure Capital Advisors
New York
$948K
WAM
20
Wolverine Asset Management
Illinois
$697K -$160K -14,277 -19%
KIM
21
Karpus Investment Management
New York
$675K
RJA
22
Raymond James & Associates
Florida
$639K +$244K +21,765 +62%
BTS
23
BB&T Securities
Virginia
$558K -$19.4K -1,736 -3%
Stifel Financial
24
Stifel Financial
Missouri
$427K +$27K +2,416 +7%
CRC
25
Curi RMB Capital
Illinois
$426K +$190K +16,976 +80%

VKI Hedge Fund Activity: Q1 2017 in Review

58 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q1 2017, worth a combined $59.3M — up 3% from $57.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of VKI and 8 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 23 added.

The largest buyer was Robinson Capital Management, adding an estimated $1.6M. The largest seller was Bank of America, cutting an estimated $1.17M.

  • 58 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q1 2017, down from 62 in Q4 2016.
  • Funds reported $59.3M of Invesco Advantage Municipal Income Trust II stock for Q1 2017, up 3% quarter-over-quarter.
  • 8 funds opened new Invesco Advantage Municipal Income Trust II positions in Q1 2017 and 10 closed out, a net change of -2 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q1 2017 was Robinson Capital Management, an estimated $1.6M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q1 2017 was Bank of America, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2017.