We are live on ! Find out more
VLT icon

Invesco High Income Trust II

21 hedge funds and large institutions have $6.32M invested in Invesco High Income Trust II in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $6.17M → $6.32M (+$150K)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.08% less ownership

Funds ownership: 8.97%8.89% (-0.08%)

5% less funds holding

Funds holding: 2221 (-1)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$1.53M -$102K -9,760 -7%
MWM
2
Melfa Wealth Management
Massachusetts
$816K -$3.88K -371 -0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$782K -$22.3K -2,130 -3%
PAS
4
Park Avenue Securities
New York
$710K +$679K +64,926 New
NA
5
NewEdge Advisors
Louisiana
$524K -$22.1K -2,112 -4%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$461K
UBS Group
7
UBS Group
Switzerland
$317K -$154K -14,695 -34%
UCI
8
Uncommon Cents Investing
Wisconsin
$242K
MCFP
9
Mallini Complete Financial Planning
Florida
$207K +$5.16K +494 +3%
Wells Fargo
10
Wells Fargo
California
$141K -$30.3K -2,901 -18%
ICMP
11
Integrated Capital Management (Pennsylvania)
Pennsylvania
$134K -$1.08K -103 -0.8%
Morgan Stanley
12
Morgan Stanley
New York
$132K -$9.23K -883 -7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$121K +$114K +10,938 New
Osaic Holdings
14
Osaic Holdings
Arizona
$87K +$5.48K +524 +7%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$38.3K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$33K
AUB
17
Atlantic Union Bankshares
Virginia
$25.8K +$24.7K +2,362 New
CA
18
CoreCap Advisors
Michigan
$6.62K -$1.01K -97 -14%
KFI
19
Key Financial Inc
Pennsylvania
$4.6K
RIL
20
Rothschild Investment LLC
Illinois
$4.08K
Raymond James Financial
21
Raymond James Financial
Florida
$1.89K +$1.81K +173 New
WAM
22
Wolverine Asset Management
Illinois
-$195K -18,446 Closed
SIA
23
Sit Investment Associates
Minnesota
-$174K -16,465 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$150K -14,182 Closed
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
-$413 -39 Closed

VLT Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q2 2025, worth a combined $6.32M — up 2.4% from $6.17M a quarter earlier.

Fund positioning in VLT was balanced in Q2 2025: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 9 trimmed.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $679K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $195K sold.

  • 21 institutional investors held Invesco High Income Trust II (VLT) as of Q2 2025, down from 22 in Q1 2025.
  • Funds reported $6.32M of Invesco High Income Trust II stock for Q2 2025, up 2.4% quarter-over-quarter.
  • 4 funds opened new Invesco High Income Trust II positions in Q2 2025 and 4 closed out, a net change of 0 holders.
  • The largest Invesco High Income Trust II buyer in Q2 2025 was Park Avenue Securities, an estimated $679K added.
  • The largest Invesco High Income Trust II seller in Q2 2025 was Wolverine Asset Management, an estimated $195K sold.

Based on aggregated 13F filings for Q2 2025.