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VKI · Invesco Advantage Municipal Income Trust II

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$8.95 +0.02 (+0.22%)
Market Cap
$398.04M
Shares
44.42M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 67
Total Value: $77,780,034
Total Shares: 8,833,145

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 65 13F filers
Top Holder
12.4%
Jun 2023 → Mar 2026 · range 9.1% – 15.0%
of institutional value
Top 5
49.9%
Jun 2023 → Mar 2026 · range 39.8% – 49.9%
of institutional value
Top 10
77.1%
Jun 2023 → Mar 2026 · range 67.0% – 77.1%
of institutional value
HHI
691
Jun 2023 → Mar 2026 · range 547 – 691
Broadly held
Showing 67 of 67
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mid Hennion & Walsh Asset Management, Inc. $9,380,355 12.06% 989,489
Large GUGGENHEIM CAPITAL LLC $9,007,205 11.58% 1,040,093
Mega BANK OF AMERICA CORP /DE/ Bank $7,809,873 10.04% 901,833
Mega UBS Group AG $7,313,179 9.40% 844,478
Mega MORGAN STANLEY $6,520,382 8.38% 752,931
Mid Advisors Asset Management, Inc. $5,627,371 7.23% 649,812
Micro LeConte Wealth Management, LLC $5,059,648 6.51% 584,255
Mega WELLS FARGO & COMPANY/MN $4,157,821 5.35% 480,118
Mega LPL Financial LLC $3,464,736 4.45% 400,085
Mid SIT INVESTMENT ASSOCIATES INC $2,721,907 3.50% 314,308
Mega VAN ECK ASSOCIATES CORP $2,209,018 2.84% 255,083
Large STIFEL FINANCIAL CORP $1,496,153 1.92% 172,766
Mega RAYMOND JAMES FINANCIAL INC $1,204,432 1.55% 139,080
Micro Whipplewood Advisors, LLC $1,066,433 1.37% 112,493
Small MELFA WEALTH MANAGEMENT, INC. $793,276 1.02% 83,679
Small Indivisible Partners $782,067 1.01% 90,308
Small Indiana Trust & Investment Management Co $711,000 0.91% 75,000
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $638,658 0.82% 67,369
Small SMITH, MOORE & CO. $587,511 0.76% 67,842
Mid Capital Investment Advisors, LLC $482,006 0.62% 55,659
Large Rockefeller Capital Management L.P. $480,560 0.62% 55,492
Micro Wealth Care LLC $474,000 0.61% 50,000
Mega AMERIPRISE FINANCIAL INC $438,975 0.56% 50,690
Mega ROYAL BANK OF CANADA Bank $419,897 0.54% 48,487
Mid World Investment Advisors $379,264 0.49% 43,795
Large Cetera Investment Advisers $310,409 0.40% 35,844
Micro Worth Asset Management, LLC $270,900 0.35% 28,576
Mid Concurrent Investment Advisors, LLC $265,743 0.34% 28,032
Mega Nuveen, LLC $247,520 0.32% 28,582
Mid AlphaCore Capital LLC $246,333 0.32% 28,445
Large OSAIC HOLDINGS, INC. $232,711 0.30% 26,872
Large Kestra Advisory Services, LLC $219,063 0.28% 23,108
Small TCP Asset Management, LLC $217,272 0.28% 22,919
Mid HARBOUR INVESTMENTS, INC. $216,958 0.28% 25,053
Large Cambridge Investment Research Advisors, Inc. $187,997 0.24% 19,831
Small River Street Advisors LLC $185,902 0.24% 19,610
Small ORLEANS CAPITAL MANAGEMENT CORP/LA $179,262 0.23% 20,700
Mid MGO ONE SEVEN LLC $153,628 0.20% 17,740
Small Tradewinds Capital Management, LLC $150,134 0.19% 15,837
Mid Williams Jones Wealth Management, LLC. $129,900 0.17% 15,000
Micro TPG Advisors LLC $127,830 0.16% 14,761
Mega PNC FINANCIAL SERVICES GROUP, INC. $126,436 0.16% 14,600
Mid J.W. COLE ADVISORS, INC. $121,618 0.16% 12,829
Large COMMONWEALTH EQUITY SERVICES, LLC $114,571 0.15% 13,230
Large Creative Planning $104,179 0.13% 12,030
Mid Savant Capital, LLC $100,655 0.13% 11,623
Micro Prairiewood Capital, LLC $94,800 0.12% 10,000
Small Financial Engines Advisors L.L.C. $92,791 0.12% 10,715
Mid Integrated Wealth Concepts LLC $91,363 0.12% 10,550
Mega CITADEL ADVISORS LLC $87,959 0.11% 10,157
Mid ROTHSCHILD INVESTMENT LLC $66,387 0.09% 7,666
Mid CoreCap Advisors, LLC $28,098 0.04% 2,964
Mid Geneos Wealth Management Inc. $27,287 0.04% 3,151
Mid Allworth Financial LP $25,988 0.03% 3,001
Mid MAI Capital Management $17,683 0.02% 2,042
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $16,150 0.02% 1,865
Large US BANCORP \DE\ Bank $14,670 0.02% 1,694
Small Madison Park Capital Advisors, LLC $14,191 0.02% 1,497
Mid Penserra Capital Management LLC $13,977 0.02% 1,614
Small PRIVATE TRUST CO NA Bank $13,272 0.02% 1,400
Mid EASTERN BANK Bank $11,653 0.01% 1,228
Large FIFTH THIRD BANCORP Bank $8,660 0.01% 1,000
Mid Advisory Services Network, LLC $8,660 0.01% 1,000
Small HIGHLINE WEALTH PARTNERS LLC $4,455 0.01% 470
Small Community Financial Services Group, LLC $3,792 0.00% 400
Micro Mascoma Wealth Management LLC $3,450 0.00% 364
Mega JPMORGAN CHASE & CO $0 0.00% 0
Key facts CIK 908993 CUSIP 46132E103 13F (30d) 22 filings 22 filers Visit website Investor relations

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