We are live on ! Find out more
VKI icon

Invesco Advantage Municipal Income Trust II

60 hedge funds and large institutions have $82.1M invested in Invesco Advantage Municipal Income Trust II in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.07% more ownership

Funds ownership: 20.9%21.97% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

0% less capital invested

Capital invested by funds: $82.4M → $82.1M (-$391K)

5% less funds holding

Funds holding: 6360 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
19
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$12.3M +$43.2K +5,087 +0.3%
RCM
2
Rivernorth Capital Management
Florida
$7.64M +$2M +236,012 +35%
UBS Group
3
UBS Group
Switzerland
$7.03M +$181K +21,364 +3%
KIM
4
Karpus Investment Management
New York
$6.66M -$206K -24,264 -3%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$5.56M +$751K +88,506 +15%
Bank of America
6
Bank of America
North Carolina
$4.89M -$711K -83,804 -13%
GC
7
Guggenheim Capital
Illinois
$4.75M -$773K -91,131 -14%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$4.42M +$1.36M +160,040 +44%
Morgan Stanley
9
Morgan Stanley
New York
$4.07M -$96.6K -11,387 -2%
RCM
10
Robinson Capital Management
Michigan
$3.46M +$753K +88,723 +28%
VanEck Associates
11
VanEck Associates
New York
$2.52M +$114K +13,451 +5%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.07M +$9.91K +1,168 +0.5%
AA
13
AQR Arbitrage
Connecticut
$1.49M +$463K +54,531 +44%
RJA
14
Raymond James & Associates
Florida
$1.34M -$3.57K -421 -0.3%
LPL Financial
15
LPL Financial
California
$1.27M -$86.5K -10,196 -6%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.25M +$10.5K +1,232 +0.8%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$978K
Invesco
18
Invesco
Georgia
$943K -$8.82K -1,040 -0.9%
Wells Fargo
19
Wells Fargo
California
$939K -$84.7K -9,980 -8%
MWM
20
Melfa Wealth Management
Massachusetts
$820K +$263 +31 +0%
SMC
21
Smith, Moore & Co
Missouri
$803K -$55.5K -6,546 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$769K +$775K +91,398 New
Ameriprise
23
Ameriprise
Minnesota
$710K +$251K +29,610 +46%
CIA
24
Capital Investment Advisors
Georgia
$608K +$613K +72,267 New
Stifel Financial
25
Stifel Financial
Missouri
$413K -$3.77K -444 -0.9%

VKI Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Advantage Municipal Income Trust II (VKI) for Q2 2023, worth a combined $82.1M — down 0.47% from $82.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of VKI and 6 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 19 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2M. The largest seller was Edge Capital Group, exiting entirely with an estimated $823K sold.

  • 60 institutional investors held Invesco Advantage Municipal Income Trust II (VKI) as of Q2 2023, down from 63 in Q1 2023.
  • Funds reported $82.1M of Invesco Advantage Municipal Income Trust II stock for Q2 2023, down 0.47% quarter-over-quarter.
  • 6 funds opened new Invesco Advantage Municipal Income Trust II positions in Q2 2023 and 9 closed out, a net change of -3 holders.
  • The largest Invesco Advantage Municipal Income Trust II buyer in Q2 2023 was Rivernorth Capital Management, an estimated $2M added.
  • The largest Invesco Advantage Municipal Income Trust II seller in Q2 2023 was Edge Capital Group, an estimated $823K sold.

Based on aggregated 13F filings for Q2 2023.