We are live on ! Find out more
VLT icon

Invesco High Income Trust II

33 hedge funds and large institutions have $35M invested in Invesco High Income Trust II in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

0% more funds holding

Funds holding: 3333 (0)

3.83% less ownership

Funds ownership: 38.3%34.47% (-3.8%)

18% less capital invested

Capital invested by funds: $42.6M → $35M (-$7.59M)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
7
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$13.6M +$3.71M +280,893 +35%
RCM
2
Rivernorth Capital Management
Florida
$7.33M -$3.85M -291,978 -33%
SIA
3
Sit Investment Associates
Minnesota
$6.46M -$108K -8,152 -2%
BI
4
Bulldog Investors
New Jersey
$3.52M +$2.13M +161,485 +135%
Wells Fargo
5
Wells Fargo
California
$921K -$8.28K -628 -0.8%
BlackRock
6
BlackRock
New York
$521K
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$514K +$541K +41,000 New
UCI
8
Uncommon Cents Investing
Wisconsin
$298K
BFM
9
Boothbay Fund Management
New York
$234K +$247K +18,700 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$231K +$243K +18,448 New
PAS
11
Park Avenue Securities
New York
$216K -$1.72K -130 -0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$209K +$25.9K +1,963 +13%
GC
13
Guggenheim Capital
Illinois
$204K -$27.7K -2,102 -11%
LCM
14
Landscape Capital Management
New Jersey
$188K -$19.4K -1,467 -9%
UBS Group
15
UBS Group
Switzerland
$136K -$20.6K -1,561 -13%
Ameriprise
16
Ameriprise
Minnesota
$134K +$142K +10,731 New
CHAM
17
Clear Harbor Asset Management
Connecticut
$131K +$5.28K +400 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$41K +$29.9K +2,265 +217%
GWM
19
Geneos Wealth Management
Colorado
$28K +$92 +7 +0.3%
AG
20
Advisor Group
Arizona
$25K -$23.8K -1,808 -47%
Morgan Stanley
21
Morgan Stanley
New York
$23K -$2.47K -187 -9%
Bank of America
22
Bank of America
North Carolina
$13K +$6.24K +473 +80%
HCM
23
Highlander Capital Management
New Jersey
$12K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$9K +$9.33K +707 New
EWM
25
Edge Wealth Management
New York
$8K

VLT Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q4 2018, worth a combined $35M — down 18% from $42.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VLT positions and 7 closed out — a net gain of 2 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $3.71M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.85M.

  • 33 institutional investors held Invesco High Income Trust II (VLT) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $35M of Invesco High Income Trust II stock for Q4 2018, down 18% quarter-over-quarter.
  • 9 funds opened new Invesco High Income Trust II positions in Q4 2018 and 7 closed out, a net change of +2 holders.
  • The largest Invesco High Income Trust II buyer in Q4 2018 was Saba Capital Management, an estimated $3.71M added.
  • The largest Invesco High Income Trust II seller in Q4 2018 was Rivernorth Capital Management, an estimated $3.85M sold.

Based on aggregated 13F filings for Q4 2018.