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Invesco High Income Trust II

22 hedge funds and large institutions have $6.82M invested in Invesco High Income Trust II in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

8% more capital invested

Capital invested by funds: $6.32M → $6.82M (+$498K)

5% more funds holding

Funds holding: 2122 (+1)

0.46% more ownership

Funds ownership: 8.89%9.35% (+0.46%)

Holders
22
Holders Change
+1
Holders Change %
+4.76%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Shaker Financial Services
Virginia
$1.26M -$310K -27,877 -20%
MWM
2
Melfa Wealth Management
Massachusetts
$837K -$100 -9 -0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$824K +$21.9K +1,969 +3%
PAS
4
Park Avenue Securities
New York
$697K -$31.1K -2,802 -4%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$646K +$171K +15,401 +37%
NA
6
NewEdge Advisors
Louisiana
$541K +$3.33K +300 +0.6%
Ameriprise
7
Ameriprise
Minnesota
$342K +$339K +30,516 New
UBS Group
8
UBS Group
Switzerland
$317K -$7.78K -700 -2%
UCI
9
Uncommon Cents Investing
Wisconsin
$249K
MCFP
10
Mallini Complete Financial Planning
Florida
$216K +$3.81K +343 +2%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$163K +$161K +14,492 New
Wells Fargo
12
Wells Fargo
California
$144K
ICMP
13
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K -$633 -57 -0.5%
Morgan Stanley
14
Morgan Stanley
New York
$129K -$5.81K -523 -4%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$126K +$1.75K +157 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$92.8K +$3.94K +355 +4%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$39.3K
AUB
18
Atlantic Union Bankshares
Virginia
$26.9K +$433 +39 +2%
KG
19
Kilter Group
New York
$12.9K +$12.8K +1,152 New
CA
20
CoreCap Advisors
Michigan
$7.37K +$578 +52 +9%
KFI
21
Key Financial Inc
Pennsylvania
$4.76K
RIL
22
Rothschild Investment LLC
Illinois
$4.18K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$33K -3,000 Closed
Raymond James Financial
24
Raymond James Financial
Florida
-$1.89K -173 Closed

VLT Hedge Fund Activity: Q3 2025 in Review

22 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q3 2025, worth a combined $6.82M — up 7.9% from $6.32M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VLT positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $339K. The largest seller was Shaker Financial Services, cutting an estimated $310K.

  • 22 institutional investors held Invesco High Income Trust II (VLT) as of Q3 2025, up from 21 in Q2 2025.
  • Funds reported $6.82M of Invesco High Income Trust II stock for Q3 2025, up 7.9% quarter-over-quarter.
  • 3 funds opened new Invesco High Income Trust II positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest Invesco High Income Trust II buyer in Q3 2025 was Ameriprise, an estimated $339K added.
  • The largest Invesco High Income Trust II seller in Q3 2025 was Shaker Financial Services, an estimated $310K sold.

Based on aggregated 13F filings for Q3 2025.