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Invesco Advantage Municipal Income Trust II (VKI) Institutional Ownership

Invesco Advantage Municipal Income Trust II logo
$8.97 -0.06 (-0.62%)
As of 11:09 AM Eastern
This is a fair market value 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)
37
Total
Institutional Inflows
(last 12 months)
$19.48M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$12.45M
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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
4/30/2026 Kestra Advisory Services LLC24,492$212K0.0%+334.8%0.055%
4/28/2026 Indiana 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%
3/13/2026 World 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%
2/13/2026 Kestra 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%
2/11/2026 LPL Financial LLC770,787$7.03M0.0%+11.1%1.736%
2/11/2026 J.W. Cole Advisors Inc.12,829$117K0.0%N/A0.029%
2/6/2026 PNC Financial Services Group Inc.14,600$133K0.0%N/A0.033%
2/5/2026AlphaCore Capital LLC27,917$255K0.0%-5.5%0.063%
2/4/2026 World Investment Advisors43,795$399K0.0%+17.7%0.099%
2/3/2026 Indivisible Partners86,505$789K0.1%N/A0.195%
1/29/2026 UBS Group AG893,670$8.15M0.0%-3.5%2.012%
1/29/2026 Mackay Shields LLC105,768$965K0.0%-73.9%0.238%
1/21/2026 Indiana 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%
1/14/2026Hennion & Walsh Asset Management Inc.269,226$2.46M0.1%-55.3%0.606%
1/13/2026 Capital 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%
11/13/2025 UBS Group AG926,467$8.13M0.0%-1.2%2.086%
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%
11/12/2025 Smith Moore & CO.120,819$1.06M0.1%+4.0%0.272%
11/7/2025Fiera Capital Corp352,164$3.09M0.0%-1.0%0.793%
11/7/2025 Rothschild Investment LLC7,666$67K0.0%-89.8%0.017%
11/6/2025 TPG 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%
11/5/2025 Savant Capital LLC11,336$99K0.0%-17.3%0.026%
10/29/2025North Ground Capital85,500$750K0.5%+70.0%0.193%
10/27/2025 Concurrent Investment Advisors LLC28,032$246K0.0%N/A0.063%
10/23/2025 Capital Investment Advisors LLC68,192$598K0.0%+6.8%0.154%
10/22/2025 Geneos Wealth Management Inc.3,151$28K0.0%-82.9%0.007%
10/22/2025Hennion & Walsh Asset Management Inc.602,604$5.29M0.2%+26.8%1.357%
10/17/2025 Fortitude Family Office LLC3,500$31K0.0%-39.8%0.008%
10/17/2025 Indiana 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%
8/18/2025 Geneos 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%
8/13/2025 Smith 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%
8/11/2025 Rothschild 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%
8/6/2025 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%
7/25/2025Atria 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%
7/15/2025LeConte 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%


VKI Institutional Ownership - Frequently Asked Questions

During the previous two years, 81 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), UBS Group AG ($8.15M), Guggenheim Capital LLC ($7.18M), LPL Financial LLC ($7.03M), Bank of America Corp DE ($7.01M), and Advisors Asset Management Inc. ($6.08M).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 68 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), Advisors Asset Management Inc. ($547.96K), LPL Financial LLC ($440.16K), Robinson Capital Management LLC ($346.02K), 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 2,236,242 shares in the last 24 months. This purchase volume represents approximately $19.48M in transactions.

Of the 24 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), LeConte Wealth Management LLC ($110.68K), Guggenheim Capital LLC ($95.08K), Sit Investment Associates Inc. ($92.01K), and Rothschild Investment LLC ($73.70K).

Institutional investors have sold a total of 1,394,028 shares in the last 24 months. This volume of shares sold represents approximately $12.45M in transactions.



This page (NYSEAMERICAN:VKI) was last updated on 5/12/2026 by MarketBeat.com Staff.
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