Free Trial
→ Trump Makes Major Crypto Announcement (From Crypto 101 Media) (Ad) Buy VLT Stock  Free VLT Stock Alerts

Invesco High Income Trust II (VLT) Institutional Ownership

Invesco High Income Trust II logo
$10.46 +0.08 (+0.77%)
Closing price 05/2/2025 03:57 PM Eastern
Extended Trading
$10.46 0.00 (0.00%)
As of 05/2/2025 07:52 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.
Compare

Institutional Ownership Changes (13F Filings) for Invesco High Income Trust II (NYSE:VLT)

Current
Institutional Ownership
Percentage
21.63%
Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$603.13K
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.44M
Get VLT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco High Income Trust II stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

VLT Institutional Buying and Selling by Quarter

Invesco High Income Trust II Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Envestnet Asset Management Inc.73,616$780K0.0%+1.8%1.133%
2/14/2025Shaker Financial Services LLC66,039$724K0.3%-24.2%0.000%
2/13/2025NewEdge Advisors LLC50,300$551K0.0%-5.5%0.000%
2/13/2025Guggenheim Capital LLC40,224$441K0.0%-12.5%0.000%
2/13/2025 Envestnet Asset Management Inc.72,341$793K0.0%+2.3%0.000%
2/13/2025Sit Investment Associates Inc.107,502$1.18M0.0%-21.5%0.000%
2/13/2025Wells Fargo & Company MN15,684$172K0.0%-12.1%0.000%
1/17/2025 Melfa Wealth Management Inc.75,000$822K0.5%-3.9%0.000%
1/14/2025 Park Avenue Securities LLC66,871$733K0.0%+6.6%0.000%
11/1/2024Fiera Capital Corp45,700$527K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC87,155$1.00M0.4%-33.1%0.000%
10/3/2024 Park Avenue Securities LLC62,711$723K0.0%-4.7%0.000%
8/3/2024Shaker Financial Services LLC130,324$1.38M0.6%-11.8%0.000%
7/9/2024 Park Avenue Securities LLC65,776$695K0.0%-2.4%0.000%
4/10/2024 Park Avenue Securities LLC67,370$723K0.0%+4.0%1.037%
2/7/2024Shaker Financial Services LLC136,396$1.42M0.6%+40.8%2.098%
2/1/2024Wolverine Asset Management LLC25,202$262K0.0%+395.5%0.388%
11/13/2023Wolverine Asset Management LLC5,086$51K0.0%N/A0.078%
11/2/2023Shaker Financial Services LLC96,842$963K0.4%-9.2%1.490%
10/30/2023 Melfa Wealth Management LLC71,408$710K0.7%-4.8%1.099%
10/26/2023 Park Avenue Securities LLC65,989$656K0.0%-3.6%1.015%
8/11/2023Guggenheim Capital LLC113,784$1.20M0.0%+15.6%1.751%
8/10/2023Sit Investment Associates Inc.328,723$3.45M0.1%-3.9%5.057%
8/7/2023Shaker Financial Services LLC106,664$1.12M0.5%+13.1%1.641%
7/31/2023 Integrated Capital Management Inc.13,197$139K0.1%-27.8%0.203%
7/28/2023 Sterling Financial Planning Inc.7,451$202K0.1%N/A0.115%
7/14/2023 Park Avenue Securities LLC68,446$719K0.0%-4.8%1.053%
5/11/2023Guggenheim Capital LLC98,459$1.03M0.0%+13.3%1.515%
5/8/2023Shaker Financial Services LLC94,343$991K0.4%-13.6%1.451%
4/26/2023 Integrated Capital Management Inc.18,287$161K0.1%+42.7%0.281%
4/20/2023 Melfa Wealth Management LLC75,266$790K0.8%+21.1%1.158%
4/18/2023 Park Avenue Securities LLC71,860$755K0.0%-8.2%1.106%
2/10/2023RPO LLC19,180$197K0.1%N/A0.295%
2/10/2023Sit Investment Associates Inc.363,445$3.73M0.1%-3.0%5.591%
2/8/2023Fiera Capital Corp49,884$512K0.0%+5.7%0.767%
2/7/2023 Envestnet Asset Management Inc.84,395$866K0.0%+1.1%1.298%
2/3/2023Shaker Financial Services LLC109,164$1.12M0.5%-0.9%1.679%
2/1/2023Wolverine Asset Management LLC18,976$195K0.0%-5.5%0.292%
1/31/2023 Melfa Wealth Management LLC62,169$638K0.7%N/A0.956%
11/14/2022Guggenheim Capital LLC77,693$759K0.0%+49.1%1.196%
Gold Alert: The Truth About Fort Knox Is Coming (Ad)

Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s already performing nearly twice as well as gold this year and looks ready to go much higher. If you wait for the news to hit, you’ll already be too late.

Click here now before the biggest gold run in decades kicks off.
11/10/2022Wolverine Asset Management LLC20,078$196K0.0%-76.2%0.309%
11/9/2022Shaker Financial Services LLC110,179$1.08M0.5%-1.0%1.695%
11/1/2022 Park Avenue Securities LLC78,916$771K0.0%-3.7%1.214%
8/13/2022NewEdge Advisors LLC73,600$769K0.0%+4.4%1.132%
8/11/2022Sit Investment Associates Inc.349,300$3.65M0.1%+18.8%5.376%
8/10/2022Fiera Capital Corp47,311$494K0.0%+25.7%0.728%
8/3/2022 Envestnet Asset Management Inc.84,375$882K0.0%+4.8%1.298%
8/3/2022Wolverine Asset Management LLC84,452$882K0.0%+80.9%1.299%
8/2/2022Baystate Wealth Management LLC5,326$56K0.0%N/A0.082%
8/1/2022Shaker Financial Services LLC111,322$1.16M0.6%+13.1%1.713%
7/27/2022 Park Avenue Securities LLC81,929$856K0.0%+4.5%1.260%
7/19/2022 Integrated Capital Management Inc.13,654$142K0.1%+9.0%0.210%
5/12/2022Sit Investment Associates Inc.294,100$3.63M0.1%-3.5%4.532%
5/9/2022Fiera Capital Corp37,635$465K0.0%+31.1%0.579%
5/6/2022Shaker Financial Services LLC98,394$1.22M0.5%+11.9%1.516%
5/4/2022Wolverine Asset Management LLC46,688$576K0.0%N/A0.719%
5/4/2022 Envestnet Asset Management Inc.80,544$995K0.0%+7.9%1.241%
4/29/2022 Park Avenue Securities LLC78,412$968K0.0%+7.8%1.207%
2/8/2022Fiera Capital Corp28,718$412K0.0%+2.8%0.442%
2/7/2022Shaker Financial Services LLC87,962$1.26M0.4%+446.7%1.354%
2/4/2022 Envestnet Asset Management Inc.74,645$1.07M0.0%+9.8%1.149%
12/8/2021Moors & Cabot Inc.245,969$6.38M0.3%N/A3.787%
11/15/2021Guggenheim Capital LLC50,888$743K0.0%+5.9%0.783%
11/12/2021Sit Investment Associates Inc.268,398$3.92M0.1%-11.6%4.132%
11/5/2021Moors & Cabot Inc.245,969$6.38M0.5%N/A3.787%
11/5/2021Advisor Group Holdings Inc.20,413$298K0.0%+28.4%0.314%
11/2/2021Shaker Financial Services LLC16,091$235K0.1%-5.7%0.248%
10/29/2021Commonwealth Equity Services LLC21,669$316K0.0%-10.9%0.334%
10/21/2021 Park Avenue Securities LLC66,984$978K0.0%+6.5%1.031%
10/20/2021 Integrated Capital Management Inc.12,011$175K0.1%+9.2%0.185%
10/13/2021 FNY Investment Advisers LLC2,900$42K0.0%N/A0.045%
8/13/2021LPL Financial LLC12,059$180K0.0%N/A0.186%
8/13/2021Sit Investment Associates Inc.303,586$4.53M0.1%+3.4%4.674%
8/12/2021 Integrated Capital Management Inc.11,000$164K0.1%+9.5%0.169%
8/11/2021Fiera Capital Corp27,929$334K0.0%+34.5%0.430%
8/10/2021Mid Atlantic Financial Management Inc. ADV64,300$960K0.1%-28.6%0.990%
8/5/2021 Park Avenue Securities LLC62,883$939K0.0%+5.1%0.968%
8/4/2021 Envestnet Asset Management Inc.63,768$952K0.0%+6.2%0.982%
8/4/2021Shaker Financial Services LLC17,059$255K0.1%N/A0.263%
8/2/2021Advisor Group Holdings Inc.15,898$237K0.0%+14.4%0.245%
7/31/2021Advisors Asset Management Inc.33,073$494K0.0%-33.7%0.510%
5/18/2021Rivernorth Capital Management LLC61,907$862K0.1%-67.8%0.953%
5/17/2021Saba Capital Management L.P.51,304$714K0.0%-54.7%0.790%
5/13/2021Guggenheim Capital LLC33,732$468K0.0%+130.9%0.519%
5/13/2021Barclays PLC2,439$36K0.0%N/A0.038%
5/13/2021Sit Investment Associates Inc.293,586$4.09M0.1%+8.1%4.520%
5/12/2021UBS Group AG7,292$101K0.0%+20.6%0.112%
5/11/2021Mid Atlantic Financial Management Inc. ADV90,000$1.25M0.1%+6.3%1.386%
5/11/2021Fiera Capital Corp20,764$289K0.0%N/A0.320%
5/10/2021Kestra Advisory Services LLC45,335$631K0.0%-26.2%0.698%
Warning: “DOGE Collapse” imminent (Ad)

Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week, President Trump promised to buy a Tesla to help support Musk in the face of a boycott against his company. But according to one research group, with connections to the Pentagon and the U.S. government, Elon's preparing to strike back in a much bigger way in the days ahead.

Click here to see what they’re predicting now.
5/4/2021 Envestnet Asset Management Inc.60,047$836K0.0%+4.7%0.925%
5/4/2021Commonwealth Equity Services LLC23,832$331K0.0%N/A0.367%
4/28/2021 Park Avenue Securities LLC59,842$833K0.0%+4.8%0.921%
(Data available from 1/1/2016 forward)

VLT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VLT shares?

During the previous two years, 13 institutional investors and hedge funds held shares of Invesco High Income Trust II. The most heavily invested institutionals were Sit Investment Associates Inc. ($1.18M), Melfa Wealth Management Inc. ($822K), Envestnet Asset Management Inc. ($780K), Park Avenue Securities LLC ($733K), Shaker Financial Services LLC ($724K), Melfa Wealth Management LLC ($710K), and NewEdge Advisors LLC ($551K).Learn more on VLT's institutional investors.

What percentage of Invesco High Income Trust II stock is owned by institutional investors?

21.63% of Invesco High Income Trust II stock is owned by institutional investors. Learn more on VLT's institutional investor holdings.

Which institutional investors have been buying Invesco High Income Trust II stock?

The following institutional investors have purchased Invesco High Income Trust II stock in the last 24 months: Shaker Financial Services LLC ($51.88K), Fiera Capital Corp ($45.70K), Guggenheim Capital LLC ($26.90K), Wolverine Asset Management LLC ($25.20K), Sterling Financial Planning Inc. ($7.45K), Park Avenue Securities LLC ($6.76K), and Envestnet Asset Management Inc. ($2.88K).

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

Institutional investors have bought a total of 166,756 shares in the last 24 months. This purchase volume represents approximately $1.79M in transactions.

Which Invesco High Income Trust II major shareholders have been selling company stock?

Of the 9 institutional investors that sold Invesco High Income Trust II stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($106.41K), Sit Investment Associates Inc. ($42.77K), Park Avenue Securities LLC ($10.53K), Guggenheim Capital LLC ($5.74K), Integrated Capital Management Inc. ($5.09K), Melfa Wealth Management LLC ($3.62K), and Melfa Wealth Management Inc. ($3.07K).

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

Institutional investors have sold a total of 182,284 shares in the last 24 months. This volume of shares sold represents approximately $1.98M in transactions.


Related Companies

This page (NYSE:VLT) was last updated on 5/4/2025 by MarketBeat.com Staff
From Our Partners
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
Shocking AI play that’s beats Nvidia by a country mile
You’ve seen the headlines about Nvidia. Now Tim Sykes is sounding the alarm — because what CEO Jensen Huang is...
Timothy Sykes | Sponsored
Trump’s betrayal exposed
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Robots aren't coming to America in 2025. They are already here. Oxford Economics says, "The Robotics Rev...
Weiss Ratings | Sponsored
Will May start the next "Great Depression?"
You probably haven't heard about this yet... But this could be the biggest wealth building opportunity of t...
Behind the Markets | Sponsored
🥾⛏️👷‍♂️ What I Learned From Numerous Mine Visits...
Twenty years ago, I made a decision that changed my life. Instead of sitting behind a desk analyzing mining...
Golden Portfolio | Sponsored
The Last Time This Happened, Americans Lost Billions
Wall Street leaders just held a secret meeting in Las Vegas. What they discussed mirrors 2006 — and the warnin...
Banyan Hill Publishing | Sponsored