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