INVESCO ADV MUNI INC TR II (VKI) Institutional Ownership Changes & 13F Activity
INVESCO ADV MUNI INC TR II (VKI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Guggenheim Capital Llc, Morgan Stanley, Ubs Group Ag, and Leconte Wealth Management, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +537 | +5.1% | 11,087 | $105.11K | Q2 2026 | Sep 09, 2026 |
| Ameriprise Financial Inc | Buy | +58,548 | — | 58,548 | $555.03K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +56,327 | +11.7% | 536,445 | $5.09M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +25,257 | +52.1% | 73,744 | $699.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +21,080 | — | 21,080 | $199.84K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +17,577 | +12.6% | 156,657 | $1.49M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +12,655 | — | 12,655 | $119.97K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +7,528 | +0.8% | 909,361 | $8.62M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -6,583 | -15.0% | 37,212 | $322.26K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -5,802 | -21.6% | 21,070 | $199.79K | Q2 2026 | Aug 14, 2026 |
| Van Eck Associates Corp | Sell | -3,904 | -1.5% | 251,179 | $2.38M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +73,159 | +9.7% | 826,090 | $7.83M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -69,395 | -8.2% | 775,083 | $7.35M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +12,771 | — | 12,771 | $121.07K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -8,693 | -15.7% | 46,799 | $443.66K | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +3,228 | +200.0% | 4,842 | $45.00K | Q2 2026 | Aug 13, 2026 |
| Aberdeen Wealth Management Llc | Buy | +2,950 | — | 2,950 | $27.97K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Sell | -94,256 | -9.1% | 945,837 | $8.97M | Q2 2026 | Aug 12, 2026 |
| Sit Investment Associates Inc | Sell | -42,031 | -13.4% | 272,277 | $2.58M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +15,244 | +8.8% | 188,010 | $1.78M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +13,382 | — | 13,382 | $126.86K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +434 | +1.2% | 36,278 | $343.91K | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Sell | -1 | -0.0% | 67,841 | $643.13K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Sell | -142,150 | -35.5% | 257,935 | $2.45M | Q2 2026 | Aug 07, 2026 |
| Leconte Wealth Management, Llc | Sell | -63,934 | -10.9% | 520,321 | $4.93M | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisors, Llc | Buy | +53,018 | — | 53,018 | $502.61K | Q2 2026 | Aug 06, 2026 |
| Rothschild Investment Llc | Buy | +35,000 | +456.6% | 42,666 | $404.47K | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | Sell | -2,200 | -69.8% | 951 | $9.02K | Q2 2026 | Aug 06, 2026 |
| Alphacore Capital Llc | Buy | +529 | +1.9% | 28,974 | $274.68K | Q2 2026 | Aug 06, 2026 |
| Indivisible Partners | Buy | +303 | +0.3% | 90,611 | $858.99K | Q2 2026 | Aug 04, 2026 |
Frequently asked questions about VKI activity
Which institutional owners are buying VKI?
Institutional owners buying VKI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VKI activity?
"Buy" means an investor increased their reported position in VKI compared to the prior reporting period. This reflects growing exposure to INVESCO ADV MUNI INC TR II (VKI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VKI increasing?
Institutional interest in VKI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related VKI Institutional Insights
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