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Invesco High Income Trust II

30 hedge funds and large institutions have $23.6M invested in Invesco High Income Trust II in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

15% more funds holding

Funds holding: 2630 (+4)

0% more capital invested

Capital invested by funds: $23.5M → $23.6M (+$53K)

0.78% less ownership

Funds ownership: 21.9%21.12% (-0.78%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$7.44M -$2.27M -165,759 -23%
AAM
2
Advisors Asset Management
Colorado
$5.3M -$81.3K -5,927 -2%
Morgan Stanley
3
Morgan Stanley
New York
$2.83M +$2.01M +146,737 +249%
RCM
4
Rivernorth Capital Management
Florida
$2.51M +$643K +46,909 +35%
GC
5
Guggenheim Capital
Illinois
$2.41M +$183K +13,366 +8%
YMRC
6
Yorktown Management & Research Company
Virginia
$550K -$685K -50,000 -56%
SFS
7
Shaker Financial Services
Virginia
$516K +$514K +37,515 New
CRC
8
Curi RMB Capital
Illinois
$262K +$261K +19,014 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$236K -$28.9K -2,110 -11%
LCM
10
Landscape Capital Management
New Jersey
$235K -$551K -40,200 -70%
LCM
11
Laurion Capital Management
New York
$217K +$216K +15,772 New
SI
12
SII Investments
Wisconsin
$196K +$53.8K +3,925 +38%
LPL Financial
13
LPL Financial
California
$193K -$142K -10,374 -43%
VKH
14
Virtu KCG Holdings
New York
$145K +$144K +10,532 New
Citigroup
15
Citigroup
New York
$140K +$140K +10,204 New
UBS Group
16
UBS Group
Switzerland
$122K -$7.28K -531 -6%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116K -$1.48K -108 -1%
AG
18
Advisor Group
Arizona
$53K +$53.9K +3,930 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$30K
GWM
20
Geneos Wealth Management
Colorado
$28K +$123 +9 +0.4%
Creative Planning
21
Creative Planning
Kansas
$21K +$8.14K +594 +61%
HCM
22
Highlander Capital Management
New Jersey
$13K
Bank of America
23
Bank of America
North Carolina
$12K +$4.89K +357 +66%
AIM
24
Acrospire Investment Management
Illinois
$12K +$12.3K +900 New
DOA
25
D'Orazio & Associates
Virginia
$4K

VLT Hedge Fund Activity: Q2 2016 in Review

30 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q2 2016, worth a combined $23.6M — up 0.23% from $23.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VLT positions and 5 closed out — a net gain of 4 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.01M. The largest seller was Saba Capital Management, cutting an estimated $2.27M.

  • 30 institutional investors held Invesco High Income Trust II (VLT) as of Q2 2016, up from 26 in Q1 2016.
  • Funds reported $23.6M of Invesco High Income Trust II stock for Q2 2016, up 0.23% quarter-over-quarter.
  • 9 funds opened new Invesco High Income Trust II positions in Q2 2016 and 5 closed out, a net change of +4 holders.
  • The largest Invesco High Income Trust II buyer in Q2 2016 was Morgan Stanley, an estimated $2.01M added.
  • The largest Invesco High Income Trust II seller in Q2 2016 was Saba Capital Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q2 2016.