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Invesco High Income Trust II

20 hedge funds and large institutions have $6.27M invested in Invesco High Income Trust II in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
1
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$1.53M 140,102 -9,760 -7%
MWM
2
Melfa Wealth Management
Massachusetts
$816K 74,629 -371 -0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$782K 71,486 -2,130 -3%
PAS
4
Park Avenue Securities
New York
$710K 64,926 +64,926 New
NA
5
NewEdge Advisors
Louisiana
$524K 47,888 -2,112 -4%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$461K 42,163
UBS Group
7
UBS Group
Switzerland
$317K 28,986 -14,695 -34%
UCI
8
Uncommon Cents Investing
Wisconsin
$242K 22,165
MCFP
9
Mallini Complete Financial Planning
Florida
$207K 18,943 +494 +3%
Wells Fargo
10
Wells Fargo
California
$141K 12,878 -2,901 -18%
ICMP
11
Integrated Capital Management (Pennsylvania)
Pennsylvania
$134K 12,271 -103 -0.8%
Morgan Stanley
12
Morgan Stanley
New York
$132K 12,044 -883 -7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$121K 10,938 +10,938 New
Osaic Holdings
14
Osaic Holdings
Arizona
$75K 6,845 -589 -8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$33K 3,000
AUB
16
Atlantic Union Bankshares
Virginia
$25.8K 2,362 +2,362 New
CA
17
CoreCap Advisors
Michigan
$6.62K 605 -97 -14%
KFI
18
Key Financial Inc
Pennsylvania
$4.6K 421
RIL
19
Rothschild Investment LLC
Illinois
$4.08K 373
Raymond James Financial
20
Raymond James Financial
Florida
$1.89K 173 +173 New
WAM
21
Wolverine Asset Management
Illinois
-18,446 Closed
SIA
22
Sit Investment Associates
Minnesota
-16,465 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
-39 Closed