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Invesco High Income Trust II

37 hedge funds and large institutions have $38M invested in Invesco High Income Trust II in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

57% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 7

16% more funds holding

Funds holding: 3237 (+5)

7% more capital invested

Capital invested by funds: $35.6M → $38M (+$2.34M)

3.17% more ownership

Funds ownership: 31.48%34.65% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$11.5M +$323K +23,579 +3%
SCM
2
Saba Capital Management
New York
$10.9M
SIA
3
Sit Investment Associates
Minnesota
$4.54M +$1.35M +98,508 +41%
PAM
4
PT Asset Management
Illinois
$1.93M
CRC
5
Curi RMB Capital
Illinois
$1.57M +$486K +35,511 +44%
Wells Fargo
6
Wells Fargo
California
$1.55M +$88.7K +6,482 +6%
Walleye Trading
7
Walleye Trading
New York
$943K +$388K +28,342 +68%
IA
8
Icon Advisers
Colorado
$697K +$292K +21,328 +70%
WAM
9
Wolverine Asset Management
Illinois
$655K +$489K +35,722 +278%
BlackRock
10
BlackRock
New York
$561K +$569K +41,568 New
GC
11
Guggenheim Capital
Illinois
$509K -$30.9K -2,261 -6%
BI
12
Bulldog Investors
New Jersey
$505K +$512K +37,425 New
DA
13
Doliver Advisors
Texas
$345K +$43K +3,144 +14%
UCI
14
Uncommon Cents Investing
Wisconsin
$320K
LCM
15
Landscape Capital Management
New Jersey
$314K +$130K +9,495 +69%
Invesco
16
Invesco
Georgia
$283K -$168K -12,304 -37%
PAS
17
Park Avenue Securities
New York
$190K +$38.2K +2,788 +25%
SFS
18
Shaker Financial Services
Virginia
$178K +$181K +13,230 New
UBS Group
19
UBS Group
Switzerland
$147K +$12.3K +898 +9%
AAM
20
Advisors Asset Management
Colorado
$142K -$743K -54,269 -84%
AG
21
Advisor Group
Arizona
$64K
Morgan Stanley
22
Morgan Stanley
New York
$52K -$309K -22,610 -85%
GWM
23
Geneos Wealth Management
Colorado
$30K -$2.61K -191 -8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$24K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$18K

VLT Hedge Fund Activity: Q2 2018 in Review

37 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q2 2018, worth a combined $38M — up 6.6% from $35.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VLT positions and 1 closed out — a net gain of 5 holders — while 11 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.35M. The largest seller was Advisors Asset Management, cutting an estimated $743K.

  • 37 institutional investors held Invesco High Income Trust II (VLT) as of Q2 2018, up from 32 in Q1 2018.
  • Funds reported $38M of Invesco High Income Trust II stock for Q2 2018, up 6.6% quarter-over-quarter.
  • 6 funds opened new Invesco High Income Trust II positions in Q2 2018 and 1 closed out, a net change of +5 holders.
  • The largest Invesco High Income Trust II buyer in Q2 2018 was Sit Investment Associates, an estimated $1.35M added.
  • The largest Invesco High Income Trust II seller in Q2 2018 was Advisors Asset Management, an estimated $743K sold.

Based on aggregated 13F filings for Q2 2018.