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Invesco High Income Trust II

21 hedge funds and large institutions have $6.31M invested in Invesco High Income Trust II in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
1
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
1
Shaker Financial Services
Virginia
$1.53M -$107K -9,760 -7%
MWM
2
Melfa Wealth Management
Massachusetts
$816K -$4.06K -371 -0.5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$782K -$23.3K -2,130 -3%
PAS
4
Park Avenue Securities
New York
$710K +$710K +64,926 New
NA
5
NewEdge Advisors
Louisiana
$524K -$23.1K -2,112 -4%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$461K
UBS Group
7
UBS Group
Switzerland
$317K -$161K -14,695 -34%
UCI
8
Uncommon Cents Investing
Wisconsin
$242K
MCFP
9
Mallini Complete Financial Planning
Florida
$207K +$5.4K +494 +3%
Wells Fargo
10
Wells Fargo
California
$141K -$31.7K -2,901 -18%
ICMP
11
Integrated Capital Management (Pennsylvania)
Pennsylvania
$134K -$1.13K -103 -0.8%
Morgan Stanley
12
Morgan Stanley
New York
$132K -$9.66K -883 -7%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$121K +$121K +10,938 New
Osaic Holdings
14
Osaic Holdings
Arizona
$75K -$6.46K -589 -8%
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 +$25.8K +2,362 New
CA
18
CoreCap Advisors
Michigan
$6.62K -$1.06K -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 +$1.89K +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