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Invesco Advantage Municipal Income Trust II

56 hedge funds and large institutions have $67.9M invested in Invesco Advantage Municipal Income Trust II in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $66.9M → $67.9M (+$983K)

0.12% less ownership

Funds ownership: 14.05%13.93% (-0.12%)

5% less funds holding

Funds holding: 5956 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.92M +$1,000K +92,906 +11%
RCM
2
Robinson Capital Management
Michigan
$6.97M +$1.37M +127,644 +25%
UBS Group
3
UBS Group
Switzerland
$6.4M +$220K +20,481 +4%
GC
4
Guggenheim Capital
Illinois
$5.63M +$416K +38,664 +8%
Bank of America
5
Bank of America
North Carolina
$4.93M +$319K +29,635 +7%
PPA
6
Parametric Portfolio Associates
Washington
$3.22M +$242K +22,491 +8%
RJA
7
Raymond James & Associates
Florida
$2.88M +$911K +84,643 +48%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$2.74M -$1.8M -167,342 -40%
Morgan Stanley
9
Morgan Stanley
New York
$2.44M +$126K +11,720 +6%
VanEck Associates
10
VanEck Associates
New York
$2.3M +$301K +27,943 +15%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.01M +$138K +12,801 +8%
Wells Fargo
12
Wells Fargo
California
$1.9M +$263K +24,487 +17%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.71M +$97.3K +9,040 +6%
AAM
14
Advisors Asset Management
Colorado
$1.57M -$40.6K -3,770 -3%
CIA
15
Capital Investment Advisors
Georgia
$1.41M -$57.6K -5,349 -4%
Stifel Financial
16
Stifel Financial
Missouri
$1.37M -$136K -12,614 -9%
COLIM
17
City of London Investment Management
United Kingdom
$1.24M
ECG
18
Edge Capital Group
Georgia
$1.08M
ICA
19
Infrastructure Capital Advisors
New York
$1.06M
N
20
Nuveen
North Carolina
$757K
MIG
21
Mariner Investment Group
New York
$580K -$133K -12,393 -19%
BTS
22
BB&T Securities
Virginia
$563K -$111K -10,274 -17%
WS
23
Wedbush Securities
California
$532K +$521K +48,400 New
6M
24
6 Meridian
Kansas
$458K +$448K +41,610 New
LCM
25
Landscape Capital Management
New Jersey
$420K +$169K +15,698 +70%

VKI Hedge Fund Activity: Q2 2019 in Review

56 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q2 2019, worth a combined $67.9M — up 1.5% from $66.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of VKI and 6 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 20 added.

The largest buyer was Robinson Capital Management, adding an estimated $1.37M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $3.84M sold.

  • 56 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q2 2019, down from 59 in Q1 2019.
  • Funds reported $67.9M of Invesco Advantage Municipal Income Trust II stock for Q2 2019, up 1.5% quarter-over-quarter.
  • 6 funds opened new Invesco Advantage Municipal Income Trust II positions in Q2 2019 and 9 closed out, a net change of -3 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q2 2019 was Robinson Capital Management, an estimated $1.37M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q2 2019 was JP Morgan Chase, an estimated $3.84M sold.

Based on aggregated 13F filings for Q2 2019.