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Invesco Advantage Municipal Income Trust II

52 hedge funds and large institutions have $48.1M invested in Invesco Advantage Municipal Income Trust II in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

6% more funds holding

Funds holding: 4952 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.86% less ownership

Funds ownership: 10.31%9.44% (-0.86%)

8% less capital invested

Capital invested by funds: $52.4M → $48.1M (-$4.25M)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$7.53M -$527K -45,137 -6%
RCM
2
Robinson Capital Management
Michigan
$6.91M -$58.4K -5,000 -0.8%
Bank of America
3
Bank of America
North Carolina
$6.59M +$289K +24,727 +5%
UBS Group
4
UBS Group
Switzerland
$3.39M -$640K -54,819 -16%
Bessemer Group
5
Bessemer Group
New Jersey
$2.57M +$95.2K +8,149 +4%
Morgan Stanley
6
Morgan Stanley
New York
$2.29M -$1.01M -86,090 -30%
CIA
7
Capital Investment Advisors
Georgia
$2.13M +$711K +60,892 +49%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.64M +$164K +14,047 +11%
LCM
9
Laurion Capital Management
New York
$1.38M +$1.4M +119,758 New
VanEck Associates
10
VanEck Associates
New York
$1.34M -$45.1K -3,863 -3%
EA
11
Edge Advisors
Georgia
$1.15M
GC
12
Guggenheim Capital
Illinois
$999K -$26.4K -2,260 -3%
Invesco
13
Invesco
Georgia
$929K -$16K -1,368 -2%
ICA
14
Infrastructure Capital Advisors
New York
$894K -$81.8K -7,000 -8%
RJA
15
Raymond James & Associates
Florida
$701K -$19.5K -1,671 -3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$699K -$17K -1,459 -2%
BTS
17
BB&T Securities
Virginia
$669K +$24K +2,058 +4%
AIA
18
Allegis Investment Advisors
Idaho
$657K -$1.18M -101,312 -64%
Wells Fargo
19
Wells Fargo
California
$477K +$124K +10,641 +35%
Stifel Financial
20
Stifel Financial
Missouri
$474K +$28.6K +2,453 +6%
AAM
21
Advisors Asset Management
Colorado
$415K -$697K -59,672 -62%
COLIM
22
City of London Investment Management
United Kingdom
$398K -$2.62M -224,248 -87%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$367K +$946 +81 +0.3%
Ameriprise
24
Ameriprise
Minnesota
$286K +$47.9K +4,104 +20%
N
25
Nuveen
North Carolina
$281K

VKI Hedge Fund Activity: Q3 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q3 2017, worth a combined $48.1M — down 8.1% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VKI positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.4M. The largest seller was City of London Investment Management, cutting an estimated $2.62M.

  • 52 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q3 2017, up from 49 in Q2 2017.
  • Funds reported $48.1M of Invesco Advantage Municipal Income Trust II stock for Q3 2017, down 8.1% quarter-over-quarter.
  • 6 funds opened new Invesco Advantage Municipal Income Trust II positions in Q3 2017 and 2 closed out, a net change of +4 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q3 2017 was Laurion Capital Management, an estimated $1.4M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q3 2017 was City of London Investment Management, an estimated $2.62M sold.

Based on aggregated 13F filings for Q3 2017.