Who Owns Invesco Advantage Municipal Income Trust II (VKI)?Hedge Fund & Institutional Holders

$9.34+0.09 (+0.97%)TechnologyAMEX

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.4494815080007e+139T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$8.05$8.39$8.73$9.06$9.40Sep 24Jun 25Mar 26

VKI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Allworth Financial LPIncreased+157K+$94.5M
LeConte Wealth Management, LLCNew Position+642K+$5.9M
Hennion & Walsh Asset Management, Inc.New Position+269K+$2.5M
Whipplewood Advisors, LLCNew Position+114K+$1.0M
Indiana Trust & Investment Management CoNew Position+112K+$1.0M
MACKAY SHIELDS LLCNew Position+106K+$964K
North Ground CapitalNew Position+95K+$870K
Indivisible PartnersNew Position+87K+$788K
MELFA WEALTH MANAGEMENT, INC.New Position+84K+$763K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+67K+$614K
Capital Investment Advisors, LLCNew Position+64K+$587K
Madison Park Capital Advisors, LLCNew Position+42K+$384K
Concurrent Investment Advisors, LLCNew Position+28K+$255K
River Street Advisors LLCNew Position+20K+$178K
MGO ONE SEVEN LLCNew Position+18K+$167K

VKI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-33K-$8.1B
GUGGENHEIM CAPITAL LLCDecreased-95K-$7.7B
MORGAN STANLEYDecreased-15K-$6.3B
ROBINSON CAPITAL MANAGEMENT, LLCDecreased-18K-$4.1B
Fiera Capital CorpClosed Position-352K-$3.1B
RIVERNORTH CAPITAL MANAGEMENT, LLCClosed Position-160K-$1.4B
RAYMOND JAMES FINANCIAL INCDecreased-913-$1.3B
SMITH, MOORE & CO.Decreased-270-$1.1B
Rockefeller Capital Management L.P.Decreased-11K-$584.3M
AMERIPRISE FINANCIAL INCDecreased-3K-$350.6M
Cetera Investment AdvisersDecreased-1K-$271.8M
AlphaCore Capital LLCDecreased-2K-$259.0M
BANK OF MONTREAL /CAN/Closed Position-29K-$256.7M
OSAIC HOLDINGS, INC.Decreased-3K-$227.3M
Creative PlanningDecreased-4K-$138.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Allworth Financial LP153,823$94.5M0.39%Share
2UBS Group AG893,670$8.2M0.00%Share
3BANK OF AMERICA CORP /DE/898,650$8.0M0.00%Share
4GUGGENHEIM CAPITAL LLC786,838$7.0M0.05%Share
5LPL Financial LLC770,787$7.0M0.00%Share
6MORGAN STANLEY700,582$6.0M0.00%Share
7Advisors Asset Management, Inc.666,492$6.0M0.10%Share
8LeConte Wealth Management, LLC641,714$5.9M3.82%Share
9ROBINSON CAPITAL MANAGEMENT, LLC453,981$4.1M1.69%Share
10SIT INVESTMENT ASSOCIATES INC540,071$4.0M0.08%Share
11WELLS FARGO & COMPANY/MN383,414$3.0M0.00%Share
12Hennion & Walsh Asset Management, Inc.269,226$2.5M0.08%Share
13VAN ECK ASSOCIATES CORP252,937$2.0M0.00%Share
14SMITH, MOORE & CO.120,549$1.1M0.08%Share
15Whipplewood Advisors, LLC113,977$1.0M0.67%Share
16Indiana Trust & Investment Management Co111,938$1.0M0.30%Share
17STIFEL FINANCIAL CORP163,802$1.0M0.00%Share
18RAYMOND JAMES FINANCIAL INC114,615$1.0M0.00%Share
19North Ground Capital95,443$870K0.43%Share
20Indivisible Partners86,505$788K0.09%Share
21MELFA WEALTH MANAGEMENT, INC.83,679$763K0.44%Share
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC67,369$614K0.00%Share
23Capital Investment Advisors, LLC64,398$587K0.01%Share
24MACKAY SHIELDS LLC53,128$484K0.02%Share
25MACKAY SHIELDS LLC52,640$480K0.02%Share
26Alpine Global Management, LLC46,240$421K0.07%Share
27Madison Park Capital Advisors, LLC42,154$384K0.31%Share
28World Investment Advisors43,795$339K0.01%Share
29Concurrent Investment Advisors, LLC28,032$255K0.00%Share
30ORLEANS CAPITAL MANAGEMENT CORP/LA20,700$188K0.12%Share
31River Street Advisors LLC19,610$178K0.07%Share
32MGO ONE SEVEN LLC18,390$167K0.00%Share
33Tradewinds Capital Management, LLC15,837$144K0.03%Share
34TPG Advisors LLC14,488$132K0.08%Share
35J.W. COLE ADVISORS, INC.12,829$117K0.00%Share
36Financial Engines Advisors L.L.C.10,715$97K0.00%Share
37Fortitude Family Office, LLC3,500$31K0.01%Share
38Geneos Wealth Management Inc.3,151$28K0.00%Share
39CoreCap Advisors, LLC3,089$28K0.00%Share
40Allworth Financial LP3,001$27K0.00%Share
41HARBOUR INVESTMENTS, INC.2,000$18K0.00%Share
42US BANCORP \DE\1,694$15K0.00%Share
43HIGHLINE WEALTH PARTNERS LLC1,500$13K0.00%Share
44PRIVATE TRUST CO NA1,400$12K0.00%Share
45EASTERN BANK1,228$11K0.00%Share
46COMERICA BANK1,000$9K0.00%Share
47Mascoma Wealth Management LLC364$3K0.00%Share
48Strive Financial Group ,LLC348$3K0.00%Share
49MAI Capital Management2,042$00.00%Share
50Integrated Wealth Concepts LLC10,550$00.00%Share

VKI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202569$170.5M+22
Q3 202547$59.9B-20
Q2 202567$66.8B-5
Q1 202572$112.9B+0
Q4 202472$7.7T+8
Q3 202464$61.7T+1
Q2 202463$67.8T+1
Q1 202462$58.5T—

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As of Q4 2025, 50 institutional investors hold VKI (Invesco Advantage Municipal Income Trust II). The largest holder is Allworth Financial LP with $94.5M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own VKI?

As of Q4 2025, 50 institutional investors report holding VKI (Invesco Advantage Municipal Income Trust II) in their 13F filings.

Who is the largest institutional holder of VKI?

The largest institutional holder of VKI is Allworth Financial LP with $94.5M in shares.

Is institutional ownership of VKI increasing or decreasing?

This quarter, 14 institutions opened new positions in VKI and 3 closed their positions.