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Invesco Advantage Municipal Income Trust II

49 hedge funds and large institutions have $52.4M invested in Invesco Advantage Municipal Income Trust II in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.95% less ownership

Funds ownership: 12.26%10.31% (-2%)

12% less capital invested

Capital invested by funds: $59.3M → $52.4M (-$6.95M)

16% less funds holding

Funds holding: 5849 (-9)

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
49
Holders Change
-9
Holders Change %
-15.52%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
11
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$8.08M -$359K -31,360 -4%
RCM
2
Robinson Capital Management
Michigan
$6.99M +$278K +24,300 +4%
Bank of America
3
Bank of America
North Carolina
$6.33M +$370K +32,337 +6%
UBS Group
4
UBS Group
Switzerland
$4.04M -$486K -42,540 -11%
Morgan Stanley
5
Morgan Stanley
New York
$3.29M +$23.7K +2,069 +0.7%
COLIM
6
City of London Investment Management
United Kingdom
$2.99M
Bessemer Group
7
Bessemer Group
New Jersey
$2.48M -$114K -10,000 -4%
AIA
8
Allegis Investment Advisors
Idaho
$1.83M +$82K +7,173 +5%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.48M -$2.78M -243,540 -65%
CIA
10
Capital Investment Advisors
Georgia
$1.43M +$104K +9,110 +8%
VanEck Associates
11
VanEck Associates
New York
$1.39M +$167K +14,616 +14%
EA
12
Edge Advisors
Georgia
$1.15M
AAM
13
Advisors Asset Management
Colorado
$1.1M -$191K -16,705 -15%
GC
14
Guggenheim Capital
Illinois
$1.03M -$1.74M -151,975 -63%
ICA
15
Infrastructure Capital Advisors
New York
$978K
Invesco
16
Invesco
Georgia
$948K -$38.1K -3,334 -4%
RJA
17
Raymond James & Associates
Florida
$723K +$63.9K +5,586 +10%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$723K +$716K +62,616 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$718K +$687K +60,107 +2,862%
BTS
20
BB&T Securities
Virginia
$648K +$71.5K +6,258 +13%
Stifel Financial
21
Stifel Financial
Missouri
$445K +$1.97K +172 +0.4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$367K +$23.8K +2,082 +7%
Wells Fargo
23
Wells Fargo
California
$356K +$106K +9,264 +43%
IA
24
IFP Advisors
Florida
$274K +$6.67K +583 +3%
N
25
Nuveen
North Carolina
$265K

VKI Hedge Fund Activity: Q2 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q2 2017, worth a combined $52.4M — down 12% from $59.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VKI and 6 opened new positions — a net loss of 9 holders — while 11 trimmed existing stakes and 17 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $716K. The largest seller was Fiera Capital (Canada), cutting an estimated $2.78M.

  • 49 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q2 2017, down from 58 in Q1 2017.
  • Funds reported $52.4M of Invesco Advantage Municipal Income Trust II stock for Q2 2017, down 12% quarter-over-quarter.
  • 6 funds opened new Invesco Advantage Municipal Income Trust II positions in Q2 2017 and 15 closed out, a net change of -9 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q2 2017 was Susquehanna International Group, an estimated $716K added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q2 2017 was Fiera Capital (Canada), an estimated $2.78M sold.

Based on aggregated 13F filings for Q2 2017.