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Invesco High Income Trust II

23 hedge funds and large institutions have $6.65M invested in Invesco High Income Trust II in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

5% more funds holding

Funds holding: 2223 (+1)

0.72% more ownership

Funds ownership: 9.41%10.13% (+0.72%)

3% less capital invested

Capital invested by funds: $6.83M → $6.65M (-$181K)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.08M -$42.2K -3,895 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$774K +$32.3K +2,984 +4%
MWM
3
Melfa Wealth Management
Massachusetts
$752K -$628 -58 -0.1%
PAS
4
Park Avenue Securities
New York
$647K +$23.4K +2,165 +3%
SFS
5
Shaker Financial Services
Virginia
$534K +$27.9K +2,574 +5%
NA
6
NewEdge Advisors
Louisiana
$452K -$20.6K -1,900 -4%
Ameriprise
7
Ameriprise
Minnesota
$405K +$33.4K +3,084 +8%
UBS Group
8
UBS Group
Switzerland
$304K +$30.3K +2,800 +10%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$285K +$139K +12,802 +83%
UCI
10
Uncommon Cents Investing
Wisconsin
$218K -$7.58K -700 -3%
MCFP
11
Mallini Complete Financial Planning
Florida
$200K +$2.98K +275 +1%
LPL Financial
12
LPL Financial
California
$181K +$194K +17,874 New
Wells Fargo
13
Wells Fargo
California
$143K +$19.7K +1,821 +15%
WAM
14
Wolverine Asset Management
Illinois
$142K +$152K +14,061 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$112K +$121K +11,138 New
ICMP
16
Integrated Capital Management (Pennsylvania)
Pennsylvania
$110K -$12.6K -1,160 -10%
Morgan Stanley
17
Morgan Stanley
New York
$106K +$2.18K +201 +2%
CA
18
CoreCap Advisors
Michigan
$95.6K -$23.8K -2,199 -19%
Osaic Holdings
19
Osaic Holdings
Arizona
$69.6K -$2.49K -230 -3%
AUB
20
Atlantic Union Bankshares
Virginia
$25.1K +$444 +41 +2%
AIM
21
Axiom Investment Management
New York
$11.9K +$12.7K +1,176 New
RIL
22
Rothschild Investment LLC
Illinois
$3.77K
HWP
23
Highline Wealth Partners
California
$2.52K
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
-$127K -11,252 Closed
KG
25
Kilter Group
New York
-$13.2K -1,181 Closed

VLT Hedge Fund Activity: Q1 2026 in Review

23 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q1 2026, worth a combined $6.65M — down 2.7% from $6.83M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VLT positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $194K. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $127K sold.

  • 23 institutional investors held Invesco High Income Trust II (VLT) as of Q1 2026, up from 22 in Q4 2025.
  • Funds reported $6.65M of Invesco High Income Trust II stock for Q1 2026, down 2.7% quarter-over-quarter.
  • 4 funds opened new Invesco High Income Trust II positions in Q1 2026 and 2 closed out, a net change of +2 holders.
  • The largest Invesco High Income Trust II buyer in Q1 2026 was LPL Financial, an estimated $194K added.
  • The largest Invesco High Income Trust II seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $127K sold.

Based on aggregated 13F filings for Q1 2026.