Free Trial

Invesco Advantage Municipal Income Trust II (VKI) Institutional Ownership

Invesco Advantage Municipal Income Trust II logo
$8.62 +0.01 (+0.12%)
Closing price 04:00 PM Eastern
Extended Trading
$8.62 0.00 (0.00%)
As of 04:10 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.

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)
46
Total
Institutional Inflows
(last 12 months)
$23.62M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$8.10M
Get VKI Insider Trade Alerts

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

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VKI Institutional Buying and Selling by Quarter

Invesco Advantage Municipal Income Trust II Major Shareholders & Ownership History

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%
8/15/2025Bank of America Corp DE703,205$5.89M0.0%+17.1%1.583%
8/14/2025Raymond James Financial Inc.129,654$1.09M0.0%+12.2%0.292%
8/14/2025Karpus Management Inc.69,000$578K0.0%-43.6%0.155%
8/13/2025Guggenheim Capital LLC1,045,022$8.75M0.1%+1.0%2.353%
8/13/2025Smith Moore & CO.116,140$972K0.1%-2.6%0.262%
8/12/2025Advisors Asset Management Inc.331,042$2.77M0.0%+66.2%0.745%
8/11/2025Rothschild Investment LLC75,366$631K0.0%-7.4%0.170%
8/8/2025Rockefeller Capital Management L.P.65,890$552K0.0%+2.0%0.148%
8/8/2025Fiera Capital Corp355,597$2.98M0.0%-1.0%0.801%
8/6/2025Savant Capital LLC13,713$115K0.0%N/A0.031%
8/4/2025World Investment Advisors37,212$311K0.0%-76.3%0.084%
7/31/2025Whipplewood Advisors LLC108,811$911K0.5%+42.4%0.245%
7/25/2025Atria Wealth Solutions Inc.23,556$197K0.0%N/A0.053%
7/21/2025River Street Advisors LLC19,610$164K0.1%N/A0.044%
7/18/2025TPG Advisors LLC12,782$107K0.1%+24.3%0.029%
7/17/2025Capital Investment Advisors LLC63,827$534K0.0%-9.3%0.144%
7/15/2025LeConte Wealth Management LLC700,168$5.86M4.0%-4.6%1.577%
5/21/2025Indiana 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%
5/16/2025Advisors Asset Management Inc.199,137$1.70M0.0%-1.8%0.000%
5/15/2025Royal Bank of Canada35,040$300K0.0%+15.9%0.000%
5/13/2025Elequin Capital LP11,207$96K0.0%N/A0.000%
5/13/2025LeConte Wealth Management LLC733,656$6.27M4.0%N/A0.000%
5/13/2025Sit Investment Associates Inc.615,330$5.26M0.1%-3.7%0.000%
5/12/2025Nuveen LLC28,582$244K0.0%N/A0.000%
5/12/2025AlphaCore Capital LLC29,340$251K0.0%N/A0.000%
5/8/2025Harbour Investments Inc.6,231$53K0.0%-31.9%0.000%
5/8/2025XTX Topco Ltd24,305$208K0.0%N/A0.000%
5/7/2025Fiera Capital Corp359,268$3.07M0.0%-7.0%0.000%
5/7/2025LPL Financial LLC395,656$3.38M0.0%+5.5%0.000%
5/6/2025Cetera Investment Advisers20,925$179K0.0%N/A0.000%
5/5/2025Formidable Asset Management LLC12,800$109K0.0%N/A0.000%
4/29/2025World Investment Advisors157,212$1.34M0.0%+47.1%0.000%
4/29/2025Mackay Shields LLC404,961$3.46M0.1%-9.0%0.000%
4/24/2025TPG Advisors LLC10,282$88K0.1%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.37,178$318K0.0%-6.2%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.477,406$4.08M0.2%-35.4%0.000%
2/18/2025Focus Partners Advisor Solutions LLC49,156$430K0.0%N/A0.000%
2/17/2025Nuveen Asset Management LLC43,232$378K0.0%+7.5%0.000%
2/17/2025CF Capital LLC55,000$481K0.5%N/A0.000%
2/17/2025Bank of America Corp DE532,612$4.66M0.0%+8.7%0.000%
2/17/2025Ameriprise Financial Inc.53,616$469K0.0%-6.8%0.000%
2/14/2025MGO One Seven LLC18,390$161K0.0%N/A0.000%
2/14/2025Stifel Financial Corp166,862$1.46M0.0%+8.1%0.000%
2/13/2025Guggenheim Capital LLC938,622$8.20M0.1%+32.0%0.000%
2/13/2025Rockefeller Capital Management L.P.64,363$563K0.0%-39.3%0.000%
2/13/2025Raymond James Financial Inc.131,468$1.15M0.0%N/A0.000%
2/13/2025Bank of Montreal Can27,584$241K0.0%+4.6%0.000%
2/13/2025Wedbush Securities Inc.12,800$112K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.639,093$5.59M0.1%+1.6%0.000%
2/13/2025Wells Fargo & Company MN294,978$2.58M0.0%-20.7%0.000%
2/13/2025Smith Moore & CO.116,150$1.02M0.1%+50.8%0.000%
2/12/2025Landscape Capital Management L.L.C.14,019$123K0.0%N/A0.000%
2/12/2025World Investment Advisors106,862$934K0.0%-1.5%0.000%
2/11/2025LPL Financial LLC375,183$3.28M0.0%+1,054.8%0.000%
2/7/2025HighTower Advisors LLC52,001$454K0.0%N/A0.000%
2/7/2025Independent Advisor Alliance86,032$752K0.0%N/A0.000%
2/7/2025Permanent Capital Management LP10,728$94K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.131,468$1.15M0.0%N/A0.000%
2/4/2025Bank of New York Mellon Corp55,296$483K0.0%-40.8%0.000%
1/31/2025Robinson Capital Management LLC1,224,564$10.70M4.3%+9.9%0.000%
1/29/2025Van ECK Associates Corp329,749$2.88M0.0%+3.4%0.000%
1/29/2025Indiana Trust & Investment Management Co123,303$1.08M0.4%+1.8%0.000%
1/24/2025Absolute Investment Advisers LLC72,100$630K0.1%N/A0.000%
1/21/2025Geneos Wealth Management Inc.10,317$90K0.0%+37.2%0.000%
1/17/2025Madison Park Capital Advisors LLC41,492$363K0.3%+31.9%0.000%
1/17/2025Dakota Wealth Management15,700$137K0.0%-11.3%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.738,830$6.46M0.3%-21.1%0.000%
12/3/2024Rivernorth Capital Management LLC1,399,144$13.03M0.6%-1.9%0.000%
11/25/2024World Investment Advisors LLC108,462$1.01M0.0%+84.9%0.000%
11/15/2024Stifel Financial Corp154,291$1.44M0.0%+58.4%0.000%
11/15/2024Rivernorth Capital Management LLC1,399,144$13.03M0.6%-1.9%0.000%
11/15/2024Integrated Wealth Concepts LLC10,000$93K0.0%N/A0.000%
11/15/2024FSA Wealth Management LLC3,000$28K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.106,003$987K0.0%-5.3%0.000%
11/12/2024Larson Financial Group LLC11,300$105K0.0%+232.4%0.000%
11/8/2024Advisors Asset Management Inc.204,041$1.90M0.0%+65.3%0.000%
11/1/2024Fiera Capital Corp380,197$3.54M0.0%-3.4%0.000%
10/30/2024Moloney Securities Asset Management LLC12,450$116K0.0%N/A0.000%
10/29/2024Van ECK Associates Corp318,910$2.83M0.0%-2.3%0.000%
10/25/2024Fortitude Family Office LLC5,816$54K0.0%+66.2%0.000%
10/23/2024Dakota Wealth Management17,700$165K0.0%-66.5%0.000%
10/23/2024Hennion & Walsh Asset Management Inc.936,552$8.72M0.4%-0.6%0.000%
10/21/2024Bayshore Asset Management LLC48,001$447K0.2%N/A0.000%
10/19/2024Madison Park Capital Advisors LLC31,464$293K0.2%+19.0%0.000%
10/16/2024Indiana Trust & Investment Management Co121,091$1.13M0.4%+1.2%0.000%
9/5/2024Sanctuary Advisors LLC216,073$1.78M0.0%N/A0.000%
8/16/2024Quarry LP36,900$327K0.1%N/A0.000%
8/15/2024Logan Stone Capital LLC308,222$2.73M0.7%-52.7%0.000%
8/12/2024XTX Topco Ltd11,900$106K0.0%N/A0.000%
8/2/2024Larson Financial Group LLC3,400$30K0.0%N/A0.000%
8/2/2024Simon Quick Advisors LLC12,059$107K0.0%-32.8%0.000%
8/1/2024Fiera Capital Corp393,387$3.49M0.0%-31.1%0.000%
7/31/2024Van ECK Associates Corp326,380$2.90M0.0%-8.1%0.000%
7/31/2024Rothschild Investment LLC81,366$722K0.1%N/A0.000%
7/30/2024Matisse Capital11,023$98K0.0%N/A0.000%
7/26/2024Bank of New York Mellon Corp93,409$829K0.0%+2.2%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.942,260$8.36M0.4%+6.0%0.000%
7/15/2024Melfa 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 3,034,600 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.



This page (NYSEAMERICAN:VKI) was last updated on 9/10/2025 by MarketBeat.com Staff
From Our Partners