VKIINVESCO ADVANTAGE MUN INCOME
CUSIP 46132E103 · Yahoo Finance ↗ · Google Finance ↗
Invesco Advantage Mun Income (VKI) has 65 institutional holders in Filings Flow’s 13F database, together reporting 8.34M shares worth $67M as of Q1 2026. The largest reported holders are Guggenheim Capital LLC, Bank Of America Corp /De/, and Ubs Group AG.
Institutional Holders
65
Q1 2026
Reported Value
$67M
Ticker
VKI
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| LeConte Wealth Management, LLC$155M AUM | 3.27% | $5M | 584.3K | Q1 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 1.69% | $4M | 454.0K | Q4 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.51% | $983,637 | 113.6K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.42% | $724,661 | 83.7K | Q1 2026 |
| Wealth Care LLC$123M AUM | 0.38% | $433,000 | 50.0K | Q1 2026 |
| Madison Park Capital Advisors, LLC$140M AUM | 0.31% | $395,437 | 45.7K | Q1 2026 |
| Indiana Trust & Investment Management Co$324M AUM | 0.20% | $649,500 | 75.0K | Q1 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.15% | $4M | 498.9K | Q1 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.12% | $179,262 | 20.7K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.09% | $6M | 649.8K | Q1 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.08% | $1M | 160.1K | Q3 2025OLDER |
| TPG Advisors LLC$160M AUM | 0.08% | $127,834 | 14.8K | Q1 2026 |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.07% | $603,477 | 72.1K | Q2 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.07% | $9M | 1.04M | Q1 2026 |
| Indivisible Partners$1.1B AUM | 0.07% | $782,063 | 90.3K | Q1 2026 |
| Quarry LP$558M AUM | 0.07% | $308,853 | 36.9K | Q2 2025OLDER |
| River Street Advisors LLC$296M AUM | 0.06% | $169,823 | 19.6K | Q1 2026 |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $587,516 | 67.8K | Q1 2026 |
| Tradewinds Capital Management, LLC$504M AUM | 0.03% | $137,149 | 15.8K | Q1 2026 |
| TCP Asset Management, LLC$778M AUM | 0.03% | $198,479 | 22.9K | Q1 2026 |
| Karpus Management, Inc.$3.2B AUM | 0.02% | $577,530 | 69.0K | Q2 2025OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.02% | $102,533 | 12.3K | Q3 2025OLDER |
| MACKAY SHIELDS LLC$2.7B AUM | 0.01% | $392,471 | 45.3K | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.01% | $3M | 352.2K | Q3 2025OLDER |
| FSA Wealth Management LLC$273M AUM | 0.01% | $26,310 | 3.0K | Q3 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.01% | $31,920 | 3.5K | Q4 2025OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $482,007 | 55.7K | Q1 2026 |
| World Investment Advisors$6.2B AUM | 0.01% | $379,265 | 43.8K | Q1 2026 |
| AlphaCore Capital LLC$4.2B AUM | 0.01% | $246,332 | 28.4K | Q1 2026 |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.00% | $119,826 | 14.3K | Q2 2025OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.00% | $197,164 | 23.6K | Q2 2025OLDER |
| Choate Investment Advisors$5.1B AUM | 0.00% | $180,704 | 19.8K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $66,388 | 7.7K | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $29,504 | 3.5K | Q2 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $216,959 | 25.1K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $153,628 | 17.7K | Q1 2026 |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.00% | $117,002 | 12.8K | Q4 2025OLDER |
| Busey Bank$3.7B AUM | 0.00% | $98,855 | 11.3K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $242,757 | 28.0K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2M | 255.1K | Q1 2026 |
| Williams Jones Wealth Management, LLC.$8.1B AUM | 0.00% | $129,900 | 15.0K | Q1 2026 |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $3,174 | 348 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 172.8K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $584,089 | 67.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $7M | 844.5K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $12,124 | 1.4K | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $4,070 | 470 | Q1 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $27,258 | 3.1K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 400.1K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $480,569 | 55.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $212,104 | 24.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4M | 480.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $91,363 | 10.6K | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $3,152 | 364 | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $27,288 | 3.2K | Q1 2026 |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $3,524 | 400 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $8M | 901.8K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $3,596 | 410 | Q3 2025OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $100,655 | 11.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 700.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 139.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $232,740 | 26.9K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $310,410 | 35.8K | Q1 2026 |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $92,792 | 10.7K | Q1 2026 |
| EASTERN BANK$6.5B AUM | 0.00% | $10,634 | 1.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $114,570 | 13.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $8,660 | 1.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $25,988 | 3.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $438,977 | 50.7K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $17,684 | 2.0K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $256,697 | 29.3K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $517,332 | 56.7K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $420,000 | 48.5K | Q1 2026 |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $2,171 | 238 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $126,436 | 14.6K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $104,180 | 12.0K | Q1 2026 |
| Nuveen, LLC$369.3B AUM | 0.00% | $247,520 | 28.6K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $9,120 | 1.0K | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $3,886 | 443 | Q3 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $3,368 | 384 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $14,670 | 1.7K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $8,660 | 1.0K | Q1 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $1,766 | 211 | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $87,960 | 10.2K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $102,928 | 11.3K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $16,151 | 1.9K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $7 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.