Who Owns Invesco High Income Trust II (VLT)?Hedge Fund & Institutional Holders

$10.28-0.06 (-0.58%)TechnologyNYSE

Institutional Holders

24

as of Q4 2025

Total Institutional Value

$1.0000008310005612e+67T

% of Float Held

—

QoQ Change in Holders

+11 / -0

Price History

$9.55$10.06$10.57$11.08$11.59Aug 24Jun 25Mar 26

VLT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MELFA WEALTH MANAGEMENT, INC.New Position+74K+$831.0M
Shaker Financial Services, LLCNew Position+50K+$561.0M
Fiera Capital CorpIncreased+53K+$354.1M
Uncommon Cents Investing LLCNew Position+22K+$248.0M
Mallini Complete Financial Planning LLCNew Position+20K+$218.0M
CoreCap Advisors, LLCNew Position+12K+$130.0M
Kilter Group LLCNew Position+1K+$12.0M
HIGHLINE WEALTH PARTNERS LLCNew Position+250+$2.0M
PARK AVENUE SECURITIES LLCNew Position+62K+$691K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+11K+$126K
Atlantic Union Bankshares CorpNew Position+2K+$27K
ENVESTNET ASSET MANAGEMENT INCNew Position+74K+$0
Cetera Investment AdvisersIncreased+897+$-162.6M
AMERIPRISE FINANCIAL INCIncreased+7K+$-342.4M

VLT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NewEdge Advisors, LLCDecreased-2K-$540.7M
WELLS FARGO & COMPANY/MNDecreased-583-$144.5M
OSAIC HOLDINGS, INC.Decreased-1K-$92.8M
UBS Group AGDecreased-950-$12.4M
INTEGRATED CAPITAL MANAGEMENT, INC.Decreased-202-$3.0M
MORGAN STANLEYDecreased-1K-$129K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Fiera Capital Corp110,547$1.0B3.17%Share
2MELFA WEALTH MANAGEMENT, INC.74,476$831.0M0.48%Share
3Shaker Financial Services, LLC50,276$561.0M0.18%Share
4UBS Group AG27,336$305.0M0.05%Share
5Uncommon Cents Investing LLC22,265$248.0M0.06%Share
6Mallini Complete Financial Planning LLC19,542$218.0M0.18%Share
7INTEGRATED CAPITAL MANAGEMENT, INC.12,012$134.0M0.09%Share
8CoreCap Advisors, LLC11,668$130.0M0.00%Share
9Kilter Group LLC1,152$12.0M0.01%Share
10HIGHLINE WEALTH PARTNERS LLC250$2.0M0.00%Share
11PARK AVENUE SECURITIES LLC61,903$691K0.01%Share
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,252$126K0.00%Share
13Atlantic Union Bankshares Corp2,440$27K0.00%Share
14ROTHSCHILD INVESTMENT LLC373$00.00%Share
15Cetera Investment Advisers15,389$00.00%Share
16AMERIPRISE FINANCIAL INC37,037$00.00%Share
17CIBC Private Wealth Group LLC3,505$00.00%Share
18MORGAN STANLEY10,302$00.00%Share
19NewEdge Advisors, LLC46,688$00.00%Share
20MORGAN STANLEY1$00.00%Share
21ENVESTNET ASSET MANAGEMENT INC73,636$00.00%Share
22OSAIC HOLDINGS, INC.7,121$00.00%Share
23WELLS FARGO & COMPANY/MN2,942$00.00%Share
24WELLS FARGO & COMPANY/MN9,353$00.00%Share

VLT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$3.4B+11
Q3 202511$2.4B-9
Q2 202520$5.4B-2
Q1 202522$6.0B+3
Q4 202419$4.0B+4
Q3 202415$1.0T-3
Q2 202418$755.7B+1
Q1 202417$775.8B—

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As of Q4 2025, 24 institutional investors hold VLT (Invesco High Income Trust II). The largest holder is Fiera Capital Corp with $1.0B in shares. This quarter, 11 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own VLT?

As of Q4 2025, 24 institutional investors report holding VLT (Invesco High Income Trust II) in their 13F filings.

Who is the largest institutional holder of VLT?

The largest institutional holder of VLT is Fiera Capital Corp with $1.0B in shares.

Is institutional ownership of VLT increasing or decreasing?

This quarter, 11 institutions opened new positions in VLT and 0 closed their positions.