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Invesco Advantage Municipal Income Trust II

54 hedge funds and large institutions have $97.2M invested in Invesco Advantage Municipal Income Trust II in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

0.64% more ownership

Funds ownership: 15.86%16.49% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 5654 (-2)

10% less capital invested

Capital invested by funds: $108M → $97.2M (-$10.4M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
18
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1
PFG Advisors
Arizona
$21.4M +$21.8K +1,980 +3%
Bank of America
2
Bank of America
North Carolina
$16M +$498K +45,265 +3%
GC
3
Guggenheim Capital
Illinois
$13.3M +$911K +82,765 +7%
SIA
4
Sit Investment Associates
Minnesota
$9.69M -$226K -20,580 -2%
UBS Group
5
UBS Group
Switzerland
$6.91M +$531K +48,271 +8%
RJA
6
Raymond James & Associates
Florida
$4.18M -$117K -10,604 -3%
Morgan Stanley
7
Morgan Stanley
New York
$4.04M -$182K -16,524 -4%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$3.81M +$2.6M +236,502 +185%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.04M +$13.9K +1,262 +0.7%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.04M -$125K -11,320 -5%
VanEck Associates
11
VanEck Associates
New York
$1.97M +$93K +8,450 +5%
Wells Fargo
12
Wells Fargo
California
$1.33M +$69.6K +6,328 +5%
ECG
13
Edge Capital Group
Georgia
$1.03M
HWAM
14
Hennion & Walsh Asset Management
New Jersey
$966K +$580K +52,726 +133%
CIA
15
Capital Investment Advisors
Georgia
$949K -$20.7K -1,885 -2%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$618K +$41.8K +3,803 +7%
Stifel Financial
17
Stifel Financial
Missouri
$591K -$109K -9,891 -15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$561K -$277K -25,186 -32%
GA
19
GFS Advisors
Texas
$553K -$546K -49,600 -48%
Ameriprise
20
Ameriprise
Minnesota
$481K +$72.7K +6,609 +17%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$356K -$352K -32,006 -48%
CIA
22
Choate Investment Advisors
Massachusetts
$340K
BF
23
BOK Financial
Oklahoma
$335K +$242K +22,000 +220%
FAIM
24
Financial Advocates Investment Management
Washington
$325K +$2.32K +211 +0.7%
IA
25
IFG Advisors
Missouri
$314K -$22K -2,000 -6%

VKI Hedge Fund Activity: Q1 2022 in Review

54 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q1 2022, worth a combined $97.2M — down 9.6% from $108M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VKI and 6 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 18 added.

The largest buyer was Fiera Capital (Canada), adding an estimated $2.6M. The largest seller was GFS Advisors, cutting an estimated $546K.

  • 54 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q1 2022, down from 56 in Q4 2021.
  • Funds reported $97.2M of Invesco Advantage Municipal Income Trust II stock for Q1 2022, down 9.6% quarter-over-quarter.
  • 6 funds opened new Invesco Advantage Municipal Income Trust II positions in Q1 2022 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q1 2022 was Fiera Capital (Canada), an estimated $2.6M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q1 2022 was GFS Advisors, an estimated $546K sold.

Based on aggregated 13F filings for Q1 2022.