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Invesco Advantage Municipal Income Trust II (VKI) Institutional Ownership

Invesco Advantage Municipal Income Trust II logo
$9.10 -0.10 (-1.09%)
Closing price 07/20/2026 04:10 PM Eastern
Extended Trading
$9.10 0.00 (0.00%)
As of 08:19 AM 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 Massive. 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)
35
Total
Institutional Inflows
(last 12 months)
$17.82M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$11.88M
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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
7/9/2026 Hennion & Walsh Asset Management Inc.989,489$9.38M0.3%+98.3%2.228%
7/9/2026 Worth Asset Management LLC28,576$271K0.1%N/A0.064%
5/13/2026Cetera Investment Advisers35,844$310K0.0%+20.4%0.081%
4/30/2026Kestra Advisory Services LLC24,492$212K0.0%+334.8%0.055%
4/28/2026Indiana Trust & Investment Management Co75,000$650K0.2%-33.0%0.169%
4/24/2026 Wealth Care LLC50,000$433K0.4%N/A0.113%
4/22/2026 Madison Park Capital Advisors LLC45,662$395K0.3%+8.3%0.103%
3/17/2026Rockefeller Capital Management L.P.55,773$509K0.0%-16.3%0.126%
3/13/2026World Investment Advisors43,795$399K0.0%+17.7%0.099%
2/26/2026Alpine Global Management LLC46,240$422K0.1%+2.8%0.104%
2/25/2026Sit Investment Associates Inc.540,071$4.93M0.1%-11.2%1.216%
2/17/2026Guggenheim Capital LLC786,838$7.18M0.1%-10.8%1.772%
2/17/2026Cetera Investment Advisers29,776$272K0.0%-3.9%0.067%
2/17/2026Osaic Holdings Inc.24,262$221K0.0%-10.5%0.055%
2/17/2026Royal Bank of Canada47,530$434K0.0%+12.0%0.107%
2/13/2026Kestra Advisory Services LLC5,633$51K0.0%N/A0.013%
2/13/2026Van ECK Associates Corp252,937$2.31M0.0%+10.1%0.570%
2/13/2026Wells Fargo & Company MN473,527$4.32M0.0%+7.2%1.066%
2/12/2026Advisors Asset Management Inc.666,492$6.08M0.1%+45.7%1.501%
2/12/2026Jane Street Group LLC56,725$517K0.0%+464.8%0.128%
2/12/2026North Ground Capital95,443$870K0.4%+11.6%0.215%
2/11/2026LPL Financial LLC770,787$7.03M0.0%+11.1%1.736%
2/11/2026J.W. Cole Advisors Inc.12,829$117K0.0%N/A0.029%
2/6/2026PNC Financial Services Group Inc.14,600$133K0.0%N/A0.033%
2/5/2026AlphaCore Capital LLC27,917$255K0.0%-5.5%0.063%
2/4/2026World Investment Advisors43,795$399K0.0%+17.7%0.099%
2/3/2026Indivisible Partners86,505$789K0.1%N/A0.195%
1/29/2026UBS Group AG893,670$8.15M0.0%-3.5%2.012%
1/29/2026Mackay Shields LLC105,768$965K0.0%-73.9%0.238%
1/21/2026Indiana Trust & Investment Management Co111,938$1.02M0.3%-7.1%0.252%
1/15/2026LeConte Wealth Management LLC641,714$5.85M3.8%-10.7%1.445%
1/14/2026 Hennion & Walsh Asset Management Inc.269,226$2.46M0.1%-55.3%0.606%
1/13/2026Capital Investment Advisors LLC64,398$587K0.0%-5.6%0.145%
1/13/2026 CoreCap Advisors LLC3,089$28K0.0%N/A0.007%
11/21/2025Alpine Global Management LLC45,000$395K0.1%N/A0.101%
11/17/2025Bank of America Corp DE799,431$7.01M0.0%+13.7%1.800%
11/17/2025Ameriprise Financial Inc.39,976$351K0.0%-29.8%0.090%
11/14/2025Creative Planning15,792$138K0.0%+35.4%0.036%
11/14/2025Raymond James Financial Inc.148,752$1.31M0.0%+14.7%0.335%
11/13/2025UBS Group AG926,467$8.13M0.0%-1.2%2.086%
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11/13/2025Van ECK Associates Corp229,630$2.01M0.0%-15.2%0.517%
11/13/2025Orleans Capital Management Corp LA20,700$182K0.1%-9.5%0.047%
11/12/2025Smith Moore & CO.120,819$1.06M0.1%+4.0%0.272%
11/7/2025Fiera Capital Corp352,164$3.09M0.0%-1.0%0.793%
11/7/2025Rothschild Investment LLC7,666$67K0.0%-89.8%0.017%
11/6/2025TPG Advisors LLC14,219$125K0.1%+11.2%0.032%
11/6/2025Advisors Asset Management Inc.457,502$4.01M0.1%+38.2%1.030%
11/5/2025Moloney Securities Asset Management LLC13,910$122K0.0%+10.8%0.031%
11/5/2025Savant Capital LLC11,336$99K0.0%-17.3%0.026%
10/29/2025North Ground Capital85,500$750K0.5%+70.0%0.193%
10/27/2025Concurrent Investment Advisors LLC28,032$246K0.0%N/A0.063%
10/23/2025Capital Investment Advisors LLC68,192$598K0.0%+6.8%0.154%
10/22/2025Geneos Wealth Management Inc.3,151$28K0.0%-82.9%0.007%
10/22/2025 Hennion & Walsh Asset Management Inc.602,604$5.29M0.2%+26.8%1.357%
10/17/2025Fortitude Family Office LLC3,500$31K0.0%-39.8%0.008%
10/17/2025Indiana Trust & Investment Management Co120,438$1.06M0.3%-4.7%0.271%
10/16/2025LeConte Wealth Management LLC718,904$6.31M4.2%+2.7%1.619%
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%
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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%


VKI Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 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), Hennion & Walsh Asset Management Inc. ($9.38M), UBS Group AG ($8.15M), Guggenheim Capital LLC ($7.18M), LPL Financial LLC ($7.03M), and Bank of America Corp DE ($7.01M).Learn more on Invesco Advantage Municipal Income Trust II's 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.

Of the 66 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 ($752.39K), Hennion & Walsh Asset Management Inc. ($618.04K), Advisors Asset Management Inc. ($547.96K), LPL Financial LLC ($440.16K), Raymond James Financial Inc. ($296.10K), Bank of America Corp DE ($241.48K), and Guggenheim Capital LLC ($237.33K).

Institutional investors have bought a total of 1,984,628 shares in the last 24 months. This purchase volume represents approximately $17.82M in transactions.

Of the 23 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. ($333.38K), Mackay Shields LLC ($299.19K), World Investment Advisors ($120K), Guggenheim Capital LLC ($95.08K), LeConte Wealth Management LLC ($77.19K), Rothschild Investment LLC ($73.70K), and Sit Investment Associates Inc. ($68.24K).

Institutional investors have sold a total of 1,326,594 shares in the last 24 months. This volume of shares sold represents approximately $11.88M in transactions.



This page (NYSEAMERICAN:VKI) was last updated on 7/21/2026 by MarketBeat.com Staff.
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