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Invesco Advantage Municipal Income Trust II (VKI) Institutional Ownership

Invesco Advantage Municipal Income Trust II logo
$8.28 -0.05 (-0.60%)
Closing price 03:59 PM Eastern
Extended Trading
$8.30 +0.02 (+0.24%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Advantage Municipal Income Trust II (NYSEAMERICAN:VKI)

Current
Institutional Ownership
Percentage
27.52%
Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$23.62M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$8.10M
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VKI Institutional Buying and Selling by Quarter

Invesco Advantage Municipal Income Trust II Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2025Geneos Wealth Management Inc.18,379$154K0.0%+41.2%0.041%
8/15/2025 Bank of America Corp DE703,205$5.89M0.0%+17.1%1.583%
8/14/2025 Raymond James Financial Inc.129,654$1.09M0.0%+12.2%0.292%
8/14/2025 Karpus Management Inc.69,000$578K0.0%-43.6%0.155%
8/13/2025 Guggenheim Capital LLC1,045,022$8.75M0.1%+1.0%2.353%
8/13/2025 Smith Moore & CO.116,140$972K0.1%-2.6%0.262%
8/12/2025 Advisors Asset Management Inc.331,042$2.77M0.0%+66.2%0.745%
8/11/2025 Rothschild Investment LLC75,366$631K0.0%-7.4%0.170%
8/8/2025 Rockefeller Capital Management L.P.65,890$552K0.0%+2.0%0.148%
8/8/2025 Fiera Capital Corp355,597$2.98M0.0%-1.0%0.801%
8/6/2025 Savant Capital LLC13,713$115K0.0%N/A0.031%
8/4/2025 World Investment Advisors37,212$311K0.0%-76.3%0.084%
7/31/2025 Whipplewood Advisors LLC108,811$911K0.5%+42.4%0.245%
7/25/2025 Atria Wealth Solutions Inc.23,556$197K0.0%N/A0.053%
7/21/2025 River Street Advisors LLC19,610$164K0.1%N/A0.044%
7/18/2025 TPG Advisors LLC12,782$107K0.1%+24.3%0.029%
7/17/2025 Capital Investment Advisors LLC63,827$534K0.0%-9.3%0.144%
7/15/2025 LeConte Wealth Management LLC700,168$5.86M4.0%-4.6%1.577%
5/21/2025 Indiana Trust & Investment Management Co125,630$1.07M0.4%+1.9%0.000%
5/21/2025Geneos Wealth Management Inc.13,017$111K0.0%+26.2%0.000%
5/16/2025 Advisors Asset Management Inc.199,137$1.70M0.0%-1.8%0.000%
5/15/2025 Royal Bank of Canada35,040$300K0.0%+15.9%0.000%
5/13/2025 Elequin Capital LP11,207$96K0.0%N/A0.000%
5/13/2025 LeConte Wealth Management LLC733,656$6.27M4.0%N/A0.000%
5/13/2025 Sit Investment Associates Inc.615,330$5.26M0.1%-3.7%0.000%
5/12/2025 Nuveen LLC28,582$244K0.0%N/A0.000%
5/12/2025 AlphaCore Capital LLC29,340$251K0.0%N/A0.000%
5/8/2025 Harbour Investments Inc.6,231$53K0.0%-31.9%0.000%
5/8/2025 XTX Topco Ltd24,305$208K0.0%N/A0.000%
5/7/2025 Fiera Capital Corp359,268$3.07M0.0%-7.0%0.000%
5/7/2025 LPL Financial LLC395,656$3.38M0.0%+5.5%0.000%
5/6/2025 Cetera Investment Advisers20,925$179K0.0%N/A0.000%
5/5/2025 Formidable Asset Management LLC12,800$109K0.0%N/A0.000%
4/29/2025 World Investment Advisors157,212$1.34M0.0%+47.1%0.000%
4/29/2025 Mackay Shields LLC404,961$3.46M0.1%-9.0%0.000%
4/24/2025 TPG Advisors LLC10,282$88K0.1%N/A0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.37,178$318K0.0%-6.2%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.477,406$4.08M0.2%-35.4%0.000%
2/18/2025 Focus Partners Advisor Solutions LLC49,156$430K0.0%N/A0.000%
2/17/2025Nuveen Asset Management LLC43,232$378K0.0%+7.5%0.000%
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2/17/2025 CF Capital LLC55,000$481K0.5%N/A0.000%
2/17/2025 Bank of America Corp DE532,612$4.66M0.0%+8.7%0.000%
2/17/2025 Ameriprise Financial Inc.53,616$469K0.0%-6.8%0.000%
2/14/2025 MGO One Seven LLC18,390$161K0.0%N/A0.000%
2/14/2025 Stifel Financial Corp166,862$1.46M0.0%+8.1%0.000%
2/13/2025 Guggenheim Capital LLC938,622$8.20M0.1%+32.0%0.000%
2/13/2025 Rockefeller Capital Management L.P.64,363$563K0.0%-39.3%0.000%
2/13/2025 Raymond James Financial Inc.131,468$1.15M0.0%N/A0.000%
2/13/2025 Bank of Montreal Can27,584$241K0.0%+4.6%0.000%
2/13/2025 Wedbush Securities Inc.12,800$112K0.0%N/A0.000%
2/13/2025 Sit Investment Associates Inc.639,093$5.59M0.1%+1.6%0.000%
2/13/2025 Wells Fargo & Company MN294,978$2.58M0.0%-20.7%0.000%
2/13/2025 Smith Moore & CO.116,150$1.02M0.1%+50.8%0.000%
2/12/2025 Landscape Capital Management L.L.C.14,019$123K0.0%N/A0.000%
2/12/2025 World Investment Advisors106,862$934K0.0%-1.5%0.000%
2/11/2025 LPL Financial LLC375,183$3.28M0.0%+1,054.8%0.000%
2/7/2025 HighTower Advisors LLC52,001$454K0.0%N/A0.000%
2/7/2025 Independent Advisor Alliance86,032$752K0.0%N/A0.000%
2/7/2025Permanent Capital Management LP10,728$94K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.131,468$1.15M0.0%N/A0.000%
2/4/2025 Bank of New York Mellon Corp55,296$483K0.0%-40.8%0.000%
1/31/2025 Robinson Capital Management LLC1,224,564$10.70M4.3%+9.9%0.000%
1/29/2025 Van ECK Associates Corp329,749$2.88M0.0%+3.4%0.000%
1/29/2025 Indiana Trust & Investment Management Co123,303$1.08M0.4%+1.8%0.000%
1/24/2025 Absolute Investment Advisers LLC72,100$630K0.1%N/A0.000%
1/21/2025Geneos Wealth Management Inc.10,317$90K0.0%+37.2%0.000%
1/17/2025 Madison Park Capital Advisors LLC41,492$363K0.3%+31.9%0.000%
1/17/2025 Dakota Wealth Management15,700$137K0.0%-11.3%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.738,830$6.46M0.3%-21.1%0.000%
12/3/2024 Rivernorth Capital Management LLC1,399,144$13.03M0.6%-1.9%0.000%
11/25/2024 World Investment Advisors LLC108,462$1.01M0.0%+84.9%0.000%
11/15/2024 Stifel Financial Corp154,291$1.44M0.0%+58.4%0.000%
11/15/2024 Rivernorth Capital Management LLC1,399,144$13.03M0.6%-1.9%0.000%
11/15/2024 Integrated Wealth Concepts LLC10,000$93K0.0%N/A0.000%
11/15/2024 FSA Wealth Management LLC3,000$28K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.106,003$987K0.0%-5.3%0.000%
11/12/2024 Larson Financial Group LLC11,300$105K0.0%+232.4%0.000%
11/8/2024 Advisors Asset Management Inc.204,041$1.90M0.0%+65.3%0.000%
11/1/2024 Fiera Capital Corp380,197$3.54M0.0%-3.4%0.000%
10/30/2024 Moloney Securities Asset Management LLC12,450$116K0.0%N/A0.000%
10/29/2024 Van ECK Associates Corp318,910$2.83M0.0%-2.3%0.000%
10/25/2024 Fortitude Family Office LLC5,816$54K0.0%+66.2%0.000%
10/23/2024 Dakota Wealth Management17,700$165K0.0%-66.5%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.936,552$8.72M0.4%-0.6%0.000%
10/21/2024 Bayshore Asset Management LLC48,001$447K0.2%N/A0.000%
10/19/2024 Madison Park Capital Advisors LLC31,464$293K0.2%+19.0%0.000%
10/16/2024 Indiana Trust & Investment Management Co121,091$1.13M0.4%+1.2%0.000%
9/5/2024Sanctuary Advisors LLC216,073$1.78M0.0%N/A0.000%
8/16/2024 Quarry LP36,900$327K0.1%N/A0.000%
8/15/2024 Logan Stone Capital LLC308,222$2.73M0.7%-52.7%0.000%
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8/12/2024 XTX Topco Ltd11,900$106K0.0%N/A0.000%
8/2/2024 Larson Financial Group LLC3,400$30K0.0%N/A0.000%
8/2/2024 Simon Quick Advisors LLC12,059$107K0.0%-32.8%0.000%
8/1/2024 Fiera Capital Corp393,387$3.49M0.0%-31.1%0.000%
7/31/2024 Van ECK Associates Corp326,380$2.90M0.0%-8.1%0.000%
7/31/2024 Rothschild Investment LLC81,366$722K0.1%N/A0.000%
7/30/2024 Matisse Capital11,023$98K0.0%N/A0.000%
7/26/2024 Bank of New York Mellon Corp93,409$829K0.0%+2.2%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.942,260$8.36M0.4%+6.0%0.000%
7/15/2024 Melfa Wealth Management Inc.85,450$758K0.5%+1.5%0.000%
(Data available from 1/1/2016 forward)

VKI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VKI shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Invesco Advantage Municipal Income Trust II. The most heavily invested institutionals were Rivernorth Capital Management LLC ($13.03M), Robinson Capital Management LLC ($10.70M), Guggenheim Capital LLC ($8.75M), UBS Group AG ($6.05M), Bank of America Corp DE ($5.89M), LeConte Wealth Management LLC ($5.86M), and Sit Investment Associates Inc. ($5.26M).Learn more on Invesco Advantage Municipal Income Trust II's institutional investors.

What percentage of Invesco Advantage Municipal Income Trust II's stock is owned by institutional investors?

27.52% of Invesco Advantage Municipal Income Trust II's stock is owned by institutional investors. Learn more on VKI's institutional investor holdings.

Which institutional investors have been buying Invesco Advantage Municipal Income Trust II's stock?

Of the 64 institutional investors that purchased Invesco Advantage Municipal Income Trust II's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LeConte Wealth Management LLC ($733.66K), Robinson Capital Management LLC ($532.08K), LPL Financial LLC ($363.17K), Karpus Management Inc. ($331.14K), Raymond James Financial Inc. ($277.01K), Guggenheim Capital LLC ($237.33K), and Hennion & Walsh Asset Management Inc. ($219.86K).

How much institutional buying is happening at Invesco Advantage Municipal Income Trust II?

Institutional investors have bought a total of 3,250,673 shares in the last 24 months. This purchase volume represents approximately $23.62M in transactions.

Which of Invesco Advantage Municipal Income Trust II's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Invesco Advantage Municipal Income Trust II's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hennion & Walsh Asset Management Inc. ($464.85K), World Investment Advisors ($121.60K), Wells Fargo & Company MN ($76.83K), Rivernorth Capital Management LLC ($54.45K), Karpus Management Inc. ($53.38K), Rockefeller Capital Management L.P. ($47.57K), and Fiera Capital Corp ($43.95K).

How much institutional selling is happening at Invesco Advantage Municipal Income Trust II?

Institutional investors have sold a total of 1,071,181 shares in the last 24 months. This volume of shares sold represents approximately $8.10M in transactions.


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This page (NYSEAMERICAN:VKI) was last updated on 8/18/2025 by MarketBeat.com Staff
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