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Invesco High Income Trust II

31 hedge funds and large institutions have $13.9M invested in Invesco High Income Trust II in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

7% more funds holding

Funds holding: 2931 (+2)

1% more capital invested

Capital invested by funds: $13.8M → $13.9M (+$80K)

1.55% less ownership

Funds ownership: 17.25%15.7% (-1.5%)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$3.69M +$235K +18,252 +7%
RCM
2
Rivernorth Capital Management
Florida
$2.61M -$2.19M -170,162 -47%
SCM
3
Saba Capital Management
New York
$1.54M +$1.08M +83,621 +281%
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$1.15M +$19.3K +1,500 +2%
KAS
5
Kestra Advisory Services
Texas
$835K +$155K +12,052 +24%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$780K +$52.5K +4,075 +8%
PAS
7
Park Avenue Securities
New York
$776K +$53.9K +4,177 +8%
AAM
8
Advisors Asset Management
Colorado
$683K -$24.2K -1,879 -4%
UCI
9
Uncommon Cents Investing
Wisconsin
$330K
AUIM
10
Aegon USA Investment Management
Iowa
$264K -$245K -18,989 -49%
GC
11
Guggenheim Capital
Illinois
$198K +$188K +14,611 New
LCM
12
Landscape Capital Management
New Jersey
$194K +$184K +14,299 New
Osaic Holdings
13
Osaic Holdings
Arizona
$189K -$17.9K -1,385 -9%
Wells Fargo
14
Wells Fargo
California
$161K +$103 +8 +0.1%
UBS Group
15
UBS Group
Switzerland
$82K
Bank of America
16
Bank of America
North Carolina
$76K -$17.2K -1,333 -19%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$69K
GWM
18
Geneos Wealth Management
Colorado
$47K +$8.69K +674 +25%
Morgan Stanley
19
Morgan Stanley
New York
$41K -$2.05K -159 -5%
FIA
20
FNY Investment Advisers
New York
$36K +$34.8K +2,700 New
VBCG
21
Valley Brook Capital Group
Pennsylvania
$27K +$25.8K +2,000 New
RA
22
Reby Advisors
Connecticut
$15K +$14K +1,083 New
AWM
23
Accel Wealth Management
Iowa
$14K +$13K +1,006 New
HCM
24
Highlander Capital Management
New Jersey
$13K
SSB
25
Sandy Spring Bank
Maryland
$13K +$271 +21 +2%

VLT Hedge Fund Activity: Q4 2020 in Review

31 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q4 2020, worth a combined $13.9M — up 0.58% from $13.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new VLT positions and 7 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $1.08M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.19M.

  • 31 institutional investors held Invesco High Income Trust II (VLT) as of Q4 2020, up from 29 in Q3 2020.
  • Funds reported $13.9M of Invesco High Income Trust II stock for Q4 2020, up 0.58% quarter-over-quarter.
  • 9 funds opened new Invesco High Income Trust II positions in Q4 2020 and 7 closed out, a net change of +2 holders.
  • The largest Invesco High Income Trust II buyer in Q4 2020 was Saba Capital Management, an estimated $1.08M added.
  • The largest Invesco High Income Trust II seller in Q4 2020 was Rivernorth Capital Management, an estimated $2.19M sold.

Based on aggregated 13F filings for Q4 2020.