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Invesco High Income Trust II
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Overview Fund Activity

22 hedge funds and large institutions have $6.17M invested in Invesco High Income Trust II in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
+$888K
2
WAM
Wolverine Asset Management
Illinois
+$195K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$150K
4
UBS Group
UBS Group
Switzerland
+$112K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.5K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$962K
2
PAS
Park Avenue Securities
New York
-$733K
3
GC
Guggenheim Capital
Illinois
-$441K
4
LPL Financial
LPL Financial
California
-$195K
5
Morgan Stanley
Morgan Stanley
New York
-$68.1K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$1.59M +$888K +83,823 +127%
MWM
2
Melfa Wealth Management
Massachusetts
$794K – – –
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$780K +$13.5K +1,275 +2%
NA
4
NewEdge Advisors
Louisiana
$530K -$3.18K -300 -0.6%
UBS Group
5
UBS Group
Switzerland
$463K +$112K +10,595 +32%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$447K – – –
UCI
7
Uncommon Cents Investing
Wisconsin
$235K -$3.07K -290 -1%
MCFP
8
Mallini Complete Financial Planning
Florida
$195K +$2.57K +243 +1%
WAM
9
Wolverine Asset Management
Illinois
$195K +$195K +18,446 New
SIA
10
Sit Investment Associates
Minnesota
$174K -$962K -91,037 -85%
Wells Fargo
11
Wells Fargo
California
$167K +$1.01K +95 +0.6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$150K +$150K +14,182 New
Morgan Stanley
13
Morgan Stanley
New York
$137K -$68.1K -6,430 -33%
ICMP
14
Integrated Capital Management (Pennsylvania)
Pennsylvania
$131K -$3.5K -330 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$78.7K +$2.99K +282 +4%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$33.8K – – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$32K – – –
SSB
18
Sandy Spring Bank
Maryland
$24.6K +$402 +38 +2%
CA
19
CoreCap Advisors
Michigan
$7.43K +$7.43K +702 New
KFI
20
Key Financial Inc
Pennsylvania
$4.46K – – –
RIL
21
Rothschild Investment LLC
Illinois
$3.95K – – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$413 +$413 +39 New
PAS
23
Park Avenue Securities
New York
– -$733K -66,871 Closed
GC
24
Guggenheim Capital
Illinois
– -$441K -40,224 Closed
LPL Financial
25
LPL Financial
California
– -$195K -17,823 Closed
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