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Invesco Advantage Municipal Income Trust II (VKI) Institutional Ownership

Invesco Advantage Municipal Income Trust II logo
$9.12 +0.04 (+0.44%)
Closing price 08/14/2026 04:10 PM Eastern
Extended Trading
$9.09 -0.03 (-0.33%)
As of 08/14/2026 06:57 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 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)
29
Total
Institutional Inflows
(last 12 months)
$15.06M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$10.32M
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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%
5/13/2026 Cetera Investment Advisers35,844$310K0.0%+20.4%0.081%
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%
3/17/2026 Rockefeller 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%
2/25/2026 Sit Investment Associates Inc.540,071$4.93M0.1%-11.2%1.216%
2/17/2026 Guggenheim Capital LLC786,838$7.18M0.1%-10.8%1.772%
2/17/2026 Cetera 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%
2/12/2026 North 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%
2/5/2026 AlphaCore Capital LLC27,917$255K0.0%-5.5%0.063%
2/4/2026World 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%
1/15/2026 LeConte 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%
1/13/2026 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%
11/14/2025 Creative 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%
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11/13/2025Van ECK Associates Corp229,630$2.01M0.0%-15.2%0.517%
11/13/2025 Orleans 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%
11/7/2025 Fiera 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%
10/29/2025 North 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%
10/22/2025 Hennion & 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%
10/16/2025 LeConte 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%
8/13/2025 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%
8/12/2025Advisors 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%
8/8/2025 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%
8/4/2025World 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%
7/15/2025 LeConte 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, 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), 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 63 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 1,655,210 shares in the last 24 months. This purchase volume represents approximately $15.06M in transactions.

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. ($333.38K), Mackay Shields LLC ($299.19K), Guggenheim Capital LLC ($95.08K), LeConte Wealth Management LLC ($77.19K), Sit Investment Associates Inc. ($68.24K), Rothschild Investment LLC ($67.70K), and Indiana Trust & Investment Management Co ($51.44K).

Institutional investors have sold a total of 1,140,444 shares in the last 24 months. This volume of shares sold represents approximately $10.32M in transactions.



Institutional ownership data for NYSEAMERICAN:VKI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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