INVESCO HIGH INCOME TRUST II (VLT) Institutional Ownership Changes & 13F Activity

INVESCO HIGH INCOME TRUST II (VLT). 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 Ameriprise Financial Inc, Newedge Advisors, Llc, Susquehanna International Group, Llp, Wolverine Asset Management Llc, and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+2,989+3.9%79,609$827.94KQ2 2026Sep 23, 2026
Ameriprise Financial IncBuy+133,189—133,189$1.39MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+2,498+36.3%9,389$97.66KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-183-1.3%13,933$144.91KQ2 2026Aug 14, 2026
Ubs Group AgSell-300-1.0%29,836$310.29KQ2 2026Aug 13, 2026
Morgan StanleySell-237-2.3%10,267$106.78KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+42,688—42,688$443.95KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+3,092+11.0%31,283$325.34KQ2 2026Aug 12, 2026
Atlantic Union Bankshares CorpBuy+43+1.7%2,524$26.25KQ2 2026Aug 11, 2026
Wolverine Asset Management LlcBuy+7,780+55.3%21,841$227.15KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+5,296+29.6%23,170$240.97KQ2 2026Aug 07, 2026
Fiera Capital CorpBuy+3,059+2.9%109,711$1.14MQ2 2026Aug 07, 2026
Axiom Investment Management LlcBuy+847—847$8.81KQ2 2026Jul 31, 2026
Valley National Advisers IncBuy+46—46$479.00Q2 2026Jul 29, 2026
Melfa Wealth Management, Inc.Sell-1,329-1.8%73,089$760.12KQ2 2026Jul 24, 2026
Park Avenue Securities LlcBuy+687+1.1%64,755$673.00KQ2 2026Jul 20, 2026
First Horizon CorpBuy+100—100$1.04KQ2 2026Jul 20, 2026
Shaker Financial Services, LlcSell-4,969-9.4%47,881$497.96KQ2 2026Jul 15, 2026
Mallini Complete Financial Planning LlcBuy+5,077+25.6%24,894$258.90KQ2 2026Jul 08, 2026
Integrated Capital Management, Inc.Sell-553-5.1%10,299$107.11KQ2 2026Jul 07, 2026
Corecap Advisors, LlcSell-650-6.9%8,819$91.71KQ2 2026Jul 06, 2026
Susquehanna International Group, LlpSell-11,138-100.0%0$0.00Q2 2026May 15, 2026
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Frequently asked questions about VLT activity

  • Which institutional owners are buying VLT?

    Institutional owners buying VLT 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 VLT activity?

    "Buy" means an investor increased their reported position in VLT compared to the prior reporting period. This reflects growing exposure to INVESCO HIGH INCOME TRUST II (VLT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in VLT increasing?

    Institutional interest in VLT 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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