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Invesco Advantage Municipal Income Trust II

61 hedge funds and large institutions have $74.6M invested in Invesco Advantage Municipal Income Trust II in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

5% more funds holding

Funds holding: 5861 (+3)

0.54% more ownership

Funds ownership: 15.82%16.36% (+0.54%)

5% less capital invested

Capital invested by funds: $78.5M → $74.6M (-$3.85M)

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
13
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.7M -$312K -28,353 -3%
KIM
2
Karpus Investment Management
New York
$9.44M +$10.1M +919,389 New
SIA
3
Sit Investment Associates
Minnesota
$9.03M -$160K -14,500 -2%
UBS Group
4
UBS Group
Switzerland
$4.88M -$1.35M -122,954 -21%
Bank of America
5
Bank of America
North Carolina
$4.34M -$650K -59,048 -12%
RJA
6
Raymond James & Associates
Florida
$3.98M +$607K +55,144 +17%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$3.21M +$514K +46,693 +18%
MSL
8
Mackay Shields LLC
New York
$2.53M -$1.68M -152,940 -38%
Morgan Stanley
9
Morgan Stanley
New York
$2.5M -$165K -14,987 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.23M +$2.38M +216,600 New
RCM
11
Robinson Capital Management
Michigan
$2.05M -$3.46M -314,013 -61%
VanEck Associates
12
VanEck Associates
New York
$1.91M -$476K -43,202 -19%
COLIM
13
City of London Investment Management
United Kingdom
$1.71M +$1.31M +118,751 +250%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$1.63M -$52.9K -4,806 -3%
Wells Fargo
15
Wells Fargo
California
$1.39M -$372K -33,748 -20%
Stifel Financial
16
Stifel Financial
Missouri
$1.24M -$6.55K -595 -0.5%
RCM
17
Rivernorth Capital Management
Florida
$1.21M +$708K +64,338 +120%
CIA
18
Capital Investment Advisors
Georgia
$1.13M -$165K -14,988 -12%
ECG
19
Edge Capital Group
Georgia
$1.01M
N
20
Nuveen
North Carolina
$785K
BB
21
Busey Bank
Illinois
$783K +$728K +66,174 +660%
AA
22
AQR Arbitrage
Connecticut
$683K +$732K +66,496 New
WS
23
Wedbush Securities
California
$569K +$77.1K +7,000 +14%
Truist Financial
24
Truist Financial
North Carolina
$518K -$32.7K -2,973 -6%
PPA
25
Parametric Portfolio Associates
Washington
$401K -$2.24M -203,298 -84%

VKI Hedge Fund Activity: Q1 2020 in Review

61 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q1 2020, worth a combined $74.6M — down 4.9% from $78.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new VKI positions and 7 closed out — a net gain of 5 holders — while 13 added to existing stakes and 23 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $10.1M. The largest seller was Robinson Capital Management, cutting an estimated $3.46M.

  • 61 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q1 2020, up from 58 in Q4 2019.
  • Funds reported $74.6M of Invesco Advantage Municipal Income Trust II stock for Q1 2020, down 4.9% quarter-over-quarter.
  • 12 funds opened new Invesco Advantage Municipal Income Trust II positions in Q1 2020 and 7 closed out, a net change of +5 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q1 2020 was Karpus Investment Management, an estimated $10.1M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q1 2020 was Robinson Capital Management, an estimated $3.46M sold.

Based on aggregated 13F filings for Q1 2020.