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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+537+5.1%11,087$105.11KQ2 2026Sep 09, 2026
Ameriprise Financial IncBuy+58,54858,548$555.03KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+56,327+11.7%536,445$5.09MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+25,257+52.1%73,744$699.00KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+21,08021,080$199.84KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+17,577+12.6%156,657$1.49MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+12,65512,655$119.97KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+7,528+0.8%909,361$8.62MQ2 2026Aug 14, 2026
World Investment AdvisorsSell-6,583-15.0%37,212$322.26KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-5,802-21.6%21,070$199.79KQ2 2026Aug 14, 2026
Van Eck Associates CorpSell-3,904-1.5%251,179$2.38MQ2 2026Aug 14, 2026
Morgan StanleyBuy+73,159+9.7%826,090$7.83MQ2 2026Aug 13, 2026
Ubs Group AgSell-69,395-8.2%775,083$7.35MQ2 2026Aug 13, 2026
Mariner, LlcBuy+12,77112,771$121.07KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Sell-8,693-15.7%46,799$443.66KQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+3,228+200.0%4,842$45.00KQ2 2026Aug 13, 2026
Aberdeen Wealth Management LlcBuy+2,9502,950$27.97KQ2 2026Aug 13, 2026
Guggenheim Capital LlcSell-94,256-9.1%945,837$8.97MQ2 2026Aug 12, 2026
Sit Investment Associates IncSell-42,031-13.4%272,277$2.58MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+15,244+8.8%188,010$1.78MQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+13,38213,382$126.86KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+434+1.2%36,278$343.91KQ2 2026Aug 12, 2026
Smith, Moore & Co.Sell-1-0.0%67,841$643.13KQ2 2026Aug 12, 2026
Lpl Financial LlcSell-142,150-35.5%257,935$2.45MQ2 2026Aug 07, 2026
Leconte Wealth Management, LlcSell-63,934-10.9%520,321$4.93MQ2 2026Aug 07, 2026
Capital Investment Advisors, LlcBuy+53,01853,018$502.61KQ2 2026Aug 06, 2026
Rothschild Investment LlcBuy+35,000+456.6%42,666$404.47KQ2 2026Aug 06, 2026
Geneos Wealth Management Inc.Sell-2,200-69.8%951$9.02KQ2 2026Aug 06, 2026
Alphacore Capital LlcBuy+529+1.9%28,974$274.68KQ2 2026Aug 06, 2026
Indivisible PartnersBuy+303+0.3%90,611$858.99KQ2 2026Aug 04, 2026
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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.