Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco High Income Tr II (VLT)

25 + Investors. Track Smart Money conviction in VLT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — VLT

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
25 hedge funds hold VLT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

14 buying8 selling
Last quarter: 14 funds were net buyers (4 opened a brand new position + 10 added to an existing one). Only 8 were sellers (7 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 2 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 12% medium ■ 16% new
18 out of 25 hedge funds have held VLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

4 → 2 → 2 → 4 → 4 new funds/Q
New funds entering each quarter: 2 → 2 → 4 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new
Entry-cohort mix of 25 holders: 17 (68%) are 2+ year veterans, 2 entered 1–2 years ago, and 6 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
6 of 25 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VLT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — VLT

In 2026 Q2, 14 hedge funds were net buyers of VLT (4 opened a new position, 10 added to an existing one), while 8 reduced or exited (7 trimmed, 1 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 42% of total institutional value in VLT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 25.

Hedge Fund Ownership: VLT

How many hedge funds hold VLT — quarterly history vs. share price
Quarterly hedge fund ownership of VLT vs. share price

Market Analysis: VLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VLT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: VLT
25 + Investors

Track Smart Money conviction in VLT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 25 22 13.64%
13F Shares 762K 614K 24.19%
Total Value $7M $6M 30.65%
New Positions 4 4 -
Increased Positions 10 10 -
Closed Positions 1 4 -3
Reduced Positions 7 6 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VLT

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Institutional Holders (2026 Q2)

25 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VLT. Verified SEC 13F-HR filings.

QUARTER:
Top 24 VLT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Melfa Wealth Management, INC. 0.41% 73,089 $760K
2 Mallini Complete Financial Planning LLC 0.18% 24,894 $259K
3 Shaker Financial Services, LLC 0.16% 47,881 $498K
4 Integrated Capital Management, INC. 0.07% 10,299 $107K
5 Uncommon Cents Investing LLC 0.05% 21,565 $224K
6 Axiom Investment Management LLC 0.01% 1,176 $12K
7 Fiera Capital Corp 0.00% 109,711 $1.1M
8 CoreCap Advisors, LLC 0.00% 8,819 $92K
9 Wolverine Asset Management LLC 0.00% 21,841 $227K
10 NewEdge Advisors, LLC 0.00% 42,688 $444K
11 Highline Wealth Partners LLC 0.00% 250 $3K
12 Atlantic Union Bankshares Corp 0.00% 2,524 $26K
13 Cetera Investment Advisers 0.00% 31,283 $325K
14 Ameriprise Financial Inc 0.00% 133,189 $1.4M
15 Envestnet Asset Management Inc 0.00% 79,609 $828K
16 Rothschild Investment LLC 0.00% 373 $4K
17 Osaic Holdings, INC. 0.00% 9,389 $98K
18 LPL Financial LLC 0.00% 23,170 $241K
19 Valley National Advisers Inc 0.00% 46 —
20 First Horizon Corp 0.00% 100 $1K
21 UBS Group AG 0.00% 29,836 $310K
22 Wells Fargo & Company/Mn 0.00% 13,933 $145K
23 Mercer Global Advisors Inc /Adv 0.00% 1,377 $14K
24 Morgan Stanley 0.00% 10,267 $107K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco High Income Tr II (VLT)

What does the Smart Money Trend signal show for VLT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VLT?

More buyers than sellers — 64% buying: Last quarter: 14 funds were net buyers (4 opened a brand new position + 10 added to an existing one). Only 8 were sellers (7 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VLT holders?

Elite ownership — 42% AUM from top-100 funds: 6 of 25 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in VLT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VLT?

72% of holders stayed for 2+ years: 18 out of 25 hedge funds have held VLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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