We are live on ! Find out more
VLT icon

Invesco High Income Trust II

26 hedge funds and large institutions have $14.1M invested in Invesco High Income Trust II in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $13.9M → $14.1M (+$245K)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.19% less ownership

Funds ownership: 10.34%10.14% (-0.19%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.72M +$1.02M +60,756 +39%
AAM
2
Advisors Asset Management
Colorado
$3.63M +$137K +8,136 +4%
SCM
3
Saba Capital Management
New York
$3.56M -$848K -50,273 -20%
SFS
4
Shaker Financial Services
Virginia
$1.24M -$358K -21,211 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$492K
LPL Financial
6
LPL Financial
California
$378K +$66.9K +3,970 +22%
Morgan Stanley
7
Morgan Stanley
New York
$238K +$1.65K +98 +0.7%
DA
8
Doliver Advisors
Texas
$193K -$226K -13,391 -54%
CA
9
Cornerstone Advisors
North Carolina
$193K -$34.4K -2,038 -15%
U
10
UBS
Switzerland
$119K -$61.5K -3,648 -34%
WA
11
WFG Advisors
Texas
$60K -$185 -11 -0.3%
NFG
12
Next Financial Group
Texas
$47K +$48.6K +2,882 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$44K +$12.6K +746 +41%
FNBT
14
FineMark National Bank & Trust
Florida
$36K
Deutsche Bank
15
Deutsche Bank
Germany
$31K +$31.4K +1,865 New
BC
16
Bartlett & Co
Ohio
$29K
Bank of America
17
Bank of America
North Carolina
$20K -$50.6K -3,001 -71%
AIG
18
American International Group
New York
$19.2K
HCM
19
Highlander Capital Management
New Jersey
$16K
BCMIO
20
Beacon Capital Management Inc (Ohio)
Ohio
$15K
1IC
21
1919 Investment Counsel
Maryland
$11K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$7K -$3.9K -231 -37%
DOA
23
D'Orazio & Associates
Virginia
$5K
Wells Fargo
24
Wells Fargo
California
$3K +$2.65K +157 +15,700%
M&T Bank
25
M&T Bank
New York
$2K

VLT Hedge Fund Activity: Q2 2014 in Review

26 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q2 2014, worth a combined $14.1M — up 1.8% from $13.9M a quarter earlier.

Fund positioning in VLT was balanced in Q2 2014: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 8 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.02M. The largest seller was Saba Capital Management, cutting an estimated $848K.

  • 26 institutional investors held Invesco High Income Trust II (VLT) as of Q2 2014, unchanged from Q1 2014.
  • Funds reported $14.1M of Invesco High Income Trust II stock for Q2 2014, up 1.8% quarter-over-quarter.
  • 2 funds opened new Invesco High Income Trust II positions in Q2 2014 and 2 closed out, a net change of 0 holders.
  • The largest Invesco High Income Trust II buyer in Q2 2014 was Guggenheim Capital, an estimated $1.02M added.
  • The largest Invesco High Income Trust II seller in Q2 2014 was Saba Capital Management, an estimated $848K sold.

Based on aggregated 13F filings for Q2 2014.