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Invesco High Income Trust II

22 hedge funds and large institutions have $7.42M invested in Invesco High Income Trust II in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$1.18M 107,502 -29,502 -22%
MWM
2
Melfa Wealth Management
Massachusetts
$822K 75,000 -3,066 -4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$793K 72,341 +1,602 +2%
PAS
4
Park Avenue Securities
New York
$733K 66,871 +4,160 +7%
SFS
5
Shaker Financial Services
Virginia
$724K 66,039 -21,116 -24%
NA
6
NewEdge Advisors
Louisiana
$551K 50,300 -2,900 -5%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$462K 42,163 -3,537 -8%
GC
8
Guggenheim Capital
Illinois
$441K 40,224 -5,739 -12%
UBS Group
9
UBS Group
Switzerland
$363K 33,086 -500 -1%
UCI
10
Uncommon Cents Investing
Wisconsin
$246K 22,455
Morgan Stanley
11
Morgan Stanley
New York
$212K 19,357 +4,219 +28%
MCFP
12
Mallini Complete Financial Planning
Florida
$200K 18,206 +18,206 New
LPL Financial
13
LPL Financial
California
$195K 17,823 +14 +0.1%
Wells Fargo
14
Wells Fargo
California
$172K 15,684 -2,156 -12%
ICMP
15
Integrated Capital Management (Pennsylvania)
Pennsylvania
$139K 12,704 -21 -0.2%
Osaic Holdings
16
Osaic Holdings
Arizona
$78.4K 7,152 +3,096 +76%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$38.9K 3,505
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$33K 3,000
SSB
19
Sandy Spring Bank
Maryland
$25K 2,284 +36 +2%
KFI
20
Key Financial Inc
Pennsylvania
$4.61K 421
RIL
21
Rothschild Investment LLC
Illinois
$4.09K 373
Bank of America
22
Bank of America
North Carolina
$647 59 +59 New
CFGS
23
Concourse Financial Group Securities
Alabama