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Invesco High Income Trust II

28 hedge funds and large institutions have $11.2M invested in Invesco High Income Trust II in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more funds holding

Funds holding: 2628 (+2)

3.11% more ownership

Funds ownership: 13.31%16.42% (+3.1%)

4% more capital invested

Capital invested by funds: $10.7M → $11.2M (+$470K)

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$3.65M +$621K +55,200 +19%
SFS
2
Shaker Financial Services
Virginia
$1.16M +$145K +12,928 +13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$882K +$43.1K +3,831 +5%
WAM
4
Wolverine Asset Management
Illinois
$882K +$425K +37,764 +81%
PAS
5
Park Avenue Securities
New York
$856K +$39.6K +3,517 +4%
NA
6
NewEdge Advisors
Louisiana
$769K +$34.9K +3,100 +4%
GC
7
Guggenheim Capital
Illinois
$545K +$243K +21,568 +71%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$494K +$109K +9,676 +26%
Ameriprise
9
Ameriprise
Minnesota
$297K +$320K +28,455 New
RCM
10
Rivernorth Capital Management
Florida
$262K +$282K +25,101 New
UCI
11
Uncommon Cents Investing
Wisconsin
$233K
Osaic Holdings
12
Osaic Holdings
Arizona
$185K -$28K -2,490 -12%
LPL Financial
13
LPL Financial
California
$161K +$10.3K +916 +6%
ICMP
14
Integrated Capital Management (Pennsylvania)
Pennsylvania
$142K +$12.7K +1,130 +9%
CA
15
CoreCap Advisors
Michigan
$130K +$2.45K +218 +2%
Wells Fargo
16
Wells Fargo
California
$101K -$11 -1 -0%
Bank of America
17
Bank of America
North Carolina
$99K -$29.2K -2,592 -21%
Morgan Stanley
18
Morgan Stanley
New York
$66K +$8.9K +791 +15%
UBS Group
19
UBS Group
Switzerland
$58K -$27.7K -2,466 -31%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$56K +$3.59K +319 +6%
BWM
21
Baystate Wealth Management
Massachusetts
$56K +$59.9K +5,326 New
GWM
22
Geneos Wealth Management
Colorado
$22K -$7.83K -696 -25%
AWM
23
Accel Wealth Management
Iowa
$12K +$315 +28 +3%
SSB
24
Sandy Spring Bank
Maryland
$11K +$292 +26 +2%
HCM
25
Highlander Capital Management
New Jersey
$10K

VLT Hedge Fund Activity: Q2 2022 in Review

28 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q2 2022, worth a combined $11.2M — up 4.4% from $10.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VLT positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $621K. The largest seller was Bank of America, cutting an estimated $29.2K.

  • 28 institutional investors held Invesco High Income Trust II (VLT) as of Q2 2022, up from 26 in Q1 2022.
  • Funds reported $11.2M of Invesco High Income Trust II stock for Q2 2022, up 4.4% quarter-over-quarter.
  • 4 funds opened new Invesco High Income Trust II positions in Q2 2022 and 2 closed out, a net change of +2 holders.
  • The largest Invesco High Income Trust II buyer in Q2 2022 was Sit Investment Associates, an estimated $621K added.
  • The largest Invesco High Income Trust II seller in Q2 2022 was Bank of America, an estimated $29.2K sold.

Based on aggregated 13F filings for Q2 2022.