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Invesco Advantage Municipal Income Trust II

66 hedge funds and large institutions have $62.2M invested in Invesco Advantage Municipal Income Trust II in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

16% more funds holding

Funds holding: 5766 (+9)

1.11% more ownership

Funds ownership: 16.21%17.31% (+1.1%)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

8% less capital invested

Capital invested by funds: $67.5M → $62.2M (-$5.3M)

Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
15
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$9.27M -$5.72M -624,187 -35%
GC
2
Guggenheim Capital
Illinois
$9.23M -$50.9K -5,553 -0.5%
SIA
3
Sit Investment Associates
Minnesota
$9M +$2.85M +311,327 +39%
UBS Group
4
UBS Group
Switzerland
$6.79M +$125K +13,625 +2%
Morgan Stanley
5
Morgan Stanley
New York
$3.37M +$243K +26,499 +7%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.07M -$20.3K -2,215 -0.6%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.97M +$325K +35,489 +17%
RCM
8
Rivernorth Capital Management
Florida
$1.89M +$2.13M +232,502 New
VanEck Associates
9
VanEck Associates
New York
$1.68M +$84.4K +9,209 +5%
RJA
10
Raymond James & Associates
Florida
$1.36M -$56.7K -6,187 -4%
RCM
11
Robinson Capital Management
Michigan
$1.09M +$1.23M +134,138 New
Wells Fargo
12
Wells Fargo
California
$1.04M -$55.1K -6,007 -4%
BCM
13
Brookstone Capital Management
Illinois
$919K +$1.01M +110,473 New
ECG
14
Edge Capital Group
Georgia
$801K
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$755K +$116K +12,708 +16%
SMC
16
Smith, Moore & Co
Missouri
$754K +$852K +92,897 New
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$740K -$27.8K -3,033 -3%
CIA
18
Capital Investment Advisors
Georgia
$683K -$8.07K -880 -1%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$619K -$808K -88,112 -54%
Ameriprise
20
Ameriprise
Minnesota
$514K +$160K +17,407 +38%
Stifel Financial
21
Stifel Financial
Missouri
$504K -$63K -6,870 -10%
GA
22
GFS Advisors
Texas
$430K
WAM
23
Wolverine Asset Management
Illinois
$425K +$480K +52,366 New
AA
24
AQR Arbitrage
Connecticut
$394K +$315K +34,362 +243%
Invesco
25
Invesco
Georgia
$302K +$341K +37,239 New

VKI Hedge Fund Activity: Q3 2022 in Review

66 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q3 2022, worth a combined $62.2M — down 7.8% from $67.5M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new VKI positions and 8 closed out — a net gain of 10 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.85M. The largest seller was Bank of America, cutting an estimated $5.72M.

  • 66 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q3 2022, up from 57 in Q2 2022.
  • Funds reported $62.2M of Invesco Advantage Municipal Income Trust II stock for Q3 2022, down 7.8% quarter-over-quarter.
  • 18 funds opened new Invesco Advantage Municipal Income Trust II positions in Q3 2022 and 8 closed out, a net change of +10 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q3 2022 was Sit Investment Associates, an estimated $2.85M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q3 2022 was Bank of America, an estimated $5.72M sold.

Based on aggregated 13F filings for Q3 2022.