VKI

Invesco Adv Muni Inc TR IIETF$8.88 0.11%
UnclassifiedUSCUSIP 46132E103· EOD Jul 24, 2026◍ Confluence graph
Tracked 13F Holders
57
-34 QoQ
13F Value (tracked)
$65.2M
13F Moves · latest Q
12 added
4 trimmed
Recent Filings
10

Price & smart-money activity

$8.88 0.11%5Y -28.1%
$6.68$8.34$10.00$11.67$13.3320212022202320242025202625446373479366688211471059791071211681261112953
Hover for who · click for detailEnd-of-day closing prices52w $8.16 – $9.54

Who owns VKI?

57 tracked 13F filers

57 tracked 13F filers disclose a position in VKI as of the latest SEC 13F filings, a combined $65.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1GUGGENHEIM CAPITAL LLC
$9.0M
1.0M
+32%
Added · +253K sh
Q1 2026
2Hennion & Walsh Asset Management, Inc.
$9.4M
989K
+98%
Added · +491K sh
Q2 2026
3BANK OF AMERICA CORP /DE/
$7.8M
902K
−0.1%
Reduced · −1K sh
Q1 2026
4UBS Group AG
$7.3M
844K
−5.5%
Reduced · −49K sh
Q1 2026
5MORGAN STANLEY
$6.5M
753K
+7.5%
Added · +52K sh
Q1 2026
6Advisors Asset Management, Inc.
$5.6M
650K
−2.5%
Reduced · −17K sh
Q1 2026
7WELLS FARGO & COMPANY/MN
$4.2M
480K
+1.4%
Added · +7K sh
Q1 2026
8LPL Financial LLC
$3.5M
400K
−48%
Reduced · −371K sh
Q1 2026
9VAN ECK ASSOCIATES CORP
Withheld
255K
+0.8%
Added · +2K sh
Q1 2026
10STIFEL FINANCIAL CORP
$1.5M
173K
+5.5%
Added · +9K sh
Q1 2026
11RAYMOND JAMES FINANCIAL INC
$1.2M
139K
−5.9%
Reduced · −9K sh
Q1 2026
12Whipplewood Advisors, LLC
$1.1M
112K
−1.0%
Reduced · −1K sh
Q2 2026
13MELFA WEALTH MANAGEMENT, INC.
$793K
84K
Held
Q2 2026
14Indiana Trust & Investment Management Co
$711K
75K
Held
Q2 2026
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$633K
67K
Held
Q2 2026
16Rockefeller Capital Management L.P.
$481K
55K
−0.5%
Reduced · −281 sh
Q1 2026
17AMERIPRISE FINANCIAL INC
$439K
51K
+37%
Added · +14K sh
Q1 2026
18Wealth Care LLC
$474K
50K
Held
Q2 2026
19ROYAL BANK OF CANADA
$420K
48K
+2.0%
Added · +957 sh
Q1 2026
20Cetera Investment Advisers
$310K
36K
+20%
Added · +6K sh
Q1 2026
21Nuveen, LLC
$248K
29K
Held
Q1 2026
22Worth Asset Management, LLC
$271K
29K
New
+29K sh
Q2 2026
23AlphaCore Capital LLC
$246K
28K
+1.9%
Added · +528 sh
Q1 2026
24Concurrent Investment Advisors, LLC
$266K
28K
Held
Q2 2026
25OSAIC HOLDINGS, INC.
$233K
27K
+11%
Added · +3K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is VKI being bought or sold by institutions?

Last quarter, 4 funds opened a new position in VKI and 8 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
8
funds
Reduced
4
funds
Exited
0
funds

Funds that own VKI also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA19 funds$7.5B
APPLE INCAAPL19 funds$7.0B
MICROSOFT CORPMSFT19 funds$6.0B
AMAZON.COM INCAMZN19 funds$5.3B
ALPHABET INC-CL AGOOGL19 funds$4.5B
BROADCOM INCAVGO19 funds$3.0B
JPMORGAN CHASE & COJPM19 funds$2.8B
META PLATFORMS INC-CLASS AMETA19 funds$2.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B19 funds$2.2B
TAIWAN SEMICONDUCTOR-SP ADRTSM19 funds$2.0B
MICRON TECHNOLOGY INCMU19 funds$1.9B
COSTCO WHOLESALE CORPCOST19 funds$1.8B

Ranked by how many of VKI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

21 funds-33 since Q3 2024
02856Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $14.8M · 1 values withheld

Recent filings

10 shown

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Ask your agent what changed in VKI

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VKI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VKI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VKI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.