We are live on ! Find out more
VLT icon

Invesco High Income Trust II

29 hedge funds and large institutions have $11.8M invested in Invesco High Income Trust II in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

15% more capital invested

Capital invested by funds: $10.3M → $11.8M (+$1.53M)

12% more funds holding

Funds holding: 2629 (+3)

1.5% more ownership

Funds ownership: 16.17%17.67% (+1.5%)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% 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
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$3.73M -$117K -11,419 -3%
SFS
2
Shaker Financial Services
Virginia
$1.12M -$10.4K -1,015 -0.9%
GC
3
Guggenheim Capital
Illinois
$891K +$93.9K +9,195 +12%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$866K +$9.33K +914 +1%
PAS
5
Park Avenue Securities
New York
$803K -$6.74K -660 -0.8%
NA
6
NewEdge Advisors
Louisiana
$786K +$16.3K +1,600 +2%
MWM
7
Melfa Wealth Management
Massachusetts
$638K +$635K +62,169 New
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$512K +$27.4K +2,683 +6%
Ameriprise
9
Ameriprise
Minnesota
$391K +$62.9K +6,164 +19%
RCM
10
Rivernorth Capital Management
Florida
$318K +$60.2K +5,900 +24%
UCI
11
Uncommon Cents Investing
Wisconsin
$230K
RL
12
RPO LLC
Connecticut
$197K +$196K +19,180 New
WAM
13
Wolverine Asset Management
Illinois
$195K -$11.2K -1,102 -5%
Osaic Holdings
14
Osaic Holdings
Arizona
$182K +$20.5K +2,012 +13%
LPL Financial
15
LPL Financial
California
$161K +$71 +7 +0%
Wells Fargo
16
Wells Fargo
California
$144K -$5.61K -550 -4%
ICMP
17
Integrated Capital Management (Pennsylvania)
Pennsylvania
$131K -$9.33K -914 -7%
CA
18
CoreCap Advisors
Michigan
$130K +$521 +51 +0.4%
SCM
19
Saba Capital Management
New York
$127K +$126K +12,372 New
Morgan Stanley
20
Morgan Stanley
New York
$65.9K +$2.31K +226 +4%
UBS Group
21
UBS Group
Switzerland
$54.4K -$2.43K -238 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$53K -$11.7K -1,143 -18%
BAAM
23
Baker Avenue Asset Management
California
$13.8K +$13.8K +1,349 New
AWM
24
Accel Wealth Management
Iowa
$11.9K +$327 +32 +3%
SSB
25
Sandy Spring Bank
Maryland
$11.6K +$316 +31 +3%

VLT Hedge Fund Activity: Q4 2022 in Review

29 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q4 2022, worth a combined $11.8M — up 15% from $10.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VLT positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was RPO LLC, opening a new position worth an estimated $196K. The largest seller was Sit Investment Associates, cutting an estimated $117K.

  • 29 institutional investors held Invesco High Income Trust II (VLT) as of Q4 2022, up from 26 in Q3 2022.
  • Funds reported $11.8M of Invesco High Income Trust II stock for Q4 2022, up 15% quarter-over-quarter.
  • 4 funds opened new Invesco High Income Trust II positions in Q4 2022 and 1 closed out, a net change of +3 holders.
  • The largest Invesco High Income Trust II buyer in Q4 2022 was RPO LLC, an estimated $196K added.
  • The largest Invesco High Income Trust II seller in Q4 2022 was Sit Investment Associates, an estimated $117K sold.

Based on aggregated 13F filings for Q4 2022.