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Invesco Advantage Municipal Income Trust II

52 hedge funds and large institutions have $58.8M invested in Invesco Advantage Municipal Income Trust II in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

0.86% less ownership

Funds ownership: 13.47%12.6% (-0.86%)

10% less funds holding

Funds holding: 5852 (-6)

15% less capital invested

Capital invested by funds: $68.8M → $58.8M (-$10M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.27M +$629K +58,964 +7%
SIA
2
Sit Investment Associates
Minnesota
$8.07M
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$5.04M +$1.31M +123,133 +35%
Bank of America
4
Bank of America
North Carolina
$4.88M +$92.1K +8,634 +2%
RCM
5
Robinson Capital Management
Michigan
$4.71M -$2.75M -257,948 -37%
GC
6
Guggenheim Capital
Illinois
$4.25M +$520K +48,698 +14%
Bessemer Group
7
Bessemer Group
New Jersey
$2.27M -$1.07K -100 -0%
Morgan Stanley
8
Morgan Stanley
New York
$2.07M -$151K -14,141 -7%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.88M +$352K +32,983 +23%
Stifel Financial
10
Stifel Financial
Missouri
$1.65M +$123K +11,531 +8%
AAM
11
Advisors Asset Management
Colorado
$1.63M +$143K +13,424 +9%
VanEck Associates
12
VanEck Associates
New York
$1.59M +$138K +12,911 +9%
CIA
13
Capital Investment Advisors
Georgia
$1.58M -$89.9K -8,429 -5%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.4M +$180K +16,900 +15%
RJA
15
Raymond James & Associates
Florida
$1.11M +$391K +36,670 +54%
ICA
16
Infrastructure Capital Advisors
New York
$1.05M
Wells Fargo
17
Wells Fargo
California
$748K -$40.3K -3,775 -5%
COLIM
18
City of London Investment Management
United Kingdom
$689K +$699K +65,510 New
BTS
19
BB&T Securities
Virginia
$601K -$18.9K -1,768 -3%
WS
20
Wedbush Securities
California
$379K +$43 +4 +0%
Ameriprise
21
Ameriprise
Minnesota
$373K +$164K +15,373 +77%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$351K +$24.7K +2,311 +7%
LCM
23
Landscape Capital Management
New Jersey
$285K -$75.1K -7,040 -21%
N
24
Nuveen
North Carolina
$265K
DDPIC
25
Deroy & Devereaux Private Investment Counsel
Michigan
$260K +$263K +24,645 New

VKI Hedge Fund Activity: Q3 2018 in Review

52 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q3 2018, worth a combined $58.8M — down 15% from $68.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of VKI and 4 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 17 added.

The largest buyer was Fiera Capital (Canada), adding an estimated $1.31M. The largest seller was SEI Investments, exiting entirely with an estimated $6.44M sold.

  • 52 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q3 2018, down from 58 in Q2 2018.
  • Funds reported $58.8M of Invesco Advantage Municipal Income Trust II stock for Q3 2018, down 15% quarter-over-quarter.
  • 4 funds opened new Invesco Advantage Municipal Income Trust II positions in Q3 2018 and 9 closed out, a net change of -5 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q3 2018 was Fiera Capital (Canada), an estimated $1.31M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q3 2018 was SEI Investments, an estimated $6.44M sold.

Based on aggregated 13F filings for Q3 2018.