We are live on ! Find out more
VLT icon

Invesco High Income Trust II

22 hedge funds and large institutions have $6.83M invested in Invesco High Income Trust II in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0% more capital invested

Capital invested by funds: $6.82M → $6.83M (+$13.9K)

0.06% more ownership

Funds ownership: 9.35%9.41% (+0.06%)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.23M +$592K +52,983 +92%
MWM
2
Melfa Wealth Management
Massachusetts
$832K -$1.61K -144 -0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$823K +$2.02K +181 +0.2%
PAS
4
Park Avenue Securities
New York
$691K -$2.47K -221 -0.4%
SFS
5
Shaker Financial Services
Virginia
$562K -$692K -61,949 -55%
NA
6
NewEdge Advisors
Louisiana
$522K -$16.8K -1,500 -3%
Ameriprise
7
Ameriprise
Minnesota
$414K +$72.8K +6,521 +21%
UBS Group
8
UBS Group
Switzerland
$305K -$10.6K -950 -3%
UCI
9
Uncommon Cents Investing
Wisconsin
$249K +$1.12K +100 +0.5%
MCFP
10
Mallini Complete Financial Planning
Florida
$218K +$2.86K +256 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$172K +$10K +897 +6%
Wells Fargo
12
Wells Fargo
California
$137K -$6.51K -583 -5%
ICMP
13
Integrated Capital Management (Pennsylvania)
Pennsylvania
$134K -$2.26K -202 -2%
CA
14
CoreCap Advisors
Michigan
$130K +$123K +11,011 +1,676%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$127K +$1.75K +157 +1%
Morgan Stanley
16
Morgan Stanley
New York
$115K -$13.6K -1,218 -11%
Osaic Holdings
17
Osaic Holdings
Arizona
$79.6K -$13.3K -1,192 -14%
CIBC Private Wealth Group
18
CIBC Private Wealth Group
Georgia
$39.1K
AUB
19
Atlantic Union Bankshares
Virginia
$27.3K +$436 +39 +2%
KG
20
Kilter Group
New York
$13.2K +$324 +29 +3%
RIL
21
Rothschild Investment LLC
Illinois
$4.17K
HWP
22
Highline Wealth Partners
California
$2.79K +$2.79K +250 New
KFI
23
Key Financial Inc
Pennsylvania
-$4.76K -421 Closed

VLT Hedge Fund Activity: Q4 2025 in Review

22 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income Trust II (VLT) for Q4 2025, worth a combined $6.83M — up 0.2% from $6.82M a quarter earlier.

Fund positioning in VLT was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 10 added to existing stakes and 9 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $592K. The largest seller was Shaker Financial Services, cutting an estimated $692K.

  • 22 institutional investors held Invesco High Income Trust II (VLT) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $6.83M of Invesco High Income Trust II stock for Q4 2025, up 0.2% quarter-over-quarter.
  • 1 fund opened new Invesco High Income Trust II positions in Q4 2025 and 1 closed out, a net change of 0 holders.
  • The largest Invesco High Income Trust II buyer in Q4 2025 was Fiera Capital (Canada), an estimated $592K added.
  • The largest Invesco High Income Trust II seller in Q4 2025 was Shaker Financial Services, an estimated $692K sold.

Based on aggregated 13F filings for Q4 2025.