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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Guggenheim Capital Llc, Morgan Stanley, Sit Investment Associates Inc, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-457,502-100.0%0$0.00Q4 2025Aug 26, 2026
Raymond James Financial IncBuy+147,839—147,839$1.35MQ4 2025Feb 18, 2026
Strive Financial Group ,LlcBuy+348—348$3.17KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+902,887—902,887$8.23MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+786,838—786,838$7.18MQ4 2025Feb 17, 2026
Whipplewood Advisors, LlcBuy+113,977—113,977$1.04MQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+55,773—55,773$508.65KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+47,530—47,530$434.00KQ4 2025Feb 17, 2026
Alpine Global Management, LlcBuy+46,240—46,240$421.71KQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+36,894—36,894$336.48KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+29,776—29,776$271.55KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+24,262—24,262$221.31KQ4 2025Feb 17, 2026
Creative PlanningBuy+11,793—11,793$107.55KQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+11,286—11,286$102.93KQ4 2025Feb 17, 2026
Morgan StanleyBuy+700,584—700,584$6.39MQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+473,527—473,527$4.32MQ4 2025Feb 13, 2026
Robinson Capital Management, LlcBuy+453,981—453,981$4.14MQ4 2025Feb 13, 2026
Van Eck Associates CorpBuy+252,937—252,937$2.31MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+163,814—163,814$1.49MQ4 2025Feb 13, 2026
Orleans Capital Management Corp/LaBuy+20,700—20,700$188.78KQ4 2025Feb 13, 2026
Williams Jones Wealth Management, Llc.Buy+15,000—15,000$136.80KQ4 2025Feb 13, 2026
Integrated Wealth Concepts LlcBuy+10,550—10,550$96.22KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+5,633—5,633$51.38KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+2,042—2,042$18.62KQ4 2025Feb 13, 2026
Sit Investment Associates IncBuy+540,071—540,071$4.92MQ4 2025Feb 12, 2026
North Ground CapitalBuy+95,443—95,443$870.44KQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+56,725—56,725$517.33KQ4 2025Feb 12, 2026
Nuveen, LlcBuy+28,582—28,582$260.67KQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+15,810—15,810$144.19KQ4 2025Feb 12, 2026
Financial Engines Advisors L.L.C.Buy+10,715—10,715$97.72KQ4 2025Feb 12, 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.