VLT

Invesco High Income Trust Ii

-$633.5K

Net Activity

Institutions Holding

22

Popularity Rank

#7990

Avg Weight

0.04%

Total Value

$6.2M

Ownership Trend

22 institutions currently hold VLT, with 15 net buyers and 9 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

9

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

FC
Fiera Capital Corp
$1.1M
EA
Envestnet Asset Management INC
$773.9K
MW
Melfa Wealth Management, INC.
$751.6K
PA
Park Avenue Securities LLC
$647.0K
SF
Shaker Financial Services, LLC
$533.8K

Top 5 by Conviction

MW
Melfa Wealth Management, INC.
0.43%
SF
Shaker Financial Services, LLC
0.19%
MC
Mallini Complete Financial Planning LLC
0.16%
IC
Integrated Capital Management, INC.
0.07%
UC
Uncommon Cents Investing LLC
0.05%
View all 22 holding institutions

Quarterly Activity

Recent Activity

+$4.0M

Total Buy Value

$3.3M

Total Sell Value

New buy4
Trim6
Add11
Sold out3

15

Net Buyers

9

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO HIGH INCOME TRUST II (VLT)?
Major stakeholders currently include Fiera Capital Corp ($1.1M), Envestnet Asset Management INC ($773.9K), Melfa Wealth Management, INC. ($751.6K). Based on the latest 13F filings, there are a total of 22 tracked investment funds and institutions maintaining positions in VLT.
What is the overall institutional sentiment toward VLT recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $633.5K, driven by 15 managers accumulating shares while 9 reduced their exposure.
Which institutions have been selling or reducing their VLT positions?
In the latest period, 6 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $3.3M.
Are there any notable investors adding VLT to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 11 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.0M.

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