VBF icon

Invesco Bond Fund
VBF

Overview Fund Activity

37 hedge funds and large institutions have $38.3M invested in Invesco Bond Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$2.06M
2
KIM
Karpus Investment Management
New York
$1.36M
3
LPL Financial
LPL Financial
California
$763K
4
MPW
MA Private Wealth
California
$394K
5
WAM
Wolverine Asset Management
Illinois
$146K

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
Ameriprise
Ameriprise
Minnesota
$618K
3
Wells Fargo
Wells Fargo
California
$6.69M
4
KA
Kovack Advisors
Florida
$0
5
SIA
Sit Investment Associates
Minnesota
$9.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$51K +$9.88K +558 +24%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$46K +$1.77K +100 +4%
SPIA
28
Steward Partners Investment Advisory
New York
$39K +$11.3K +650 +41%
EFSCE
29
Enterprise Financial Services Corp (EFSC)
Missouri
$35K – – –
ASN
30
Advisory Services Network
Georgia
$18K +$174 +10 +1%
PB
31
Pinnacle Bancorp
Nebraska
$16K – – –
WEC
32
Winslow Evans & Crocker
Massachusetts
$14K – – –
CTC
33
Central Trust Company
Missouri
$5K – – –
FCB
34
First Command Bank
Texas
$5K – – –
FCFS
35
First Command Financial Services
Texas
$5K – – –
AF
36
Allworth Financial
California
$3K +$3K +145 New
IAA
37
Independent Advisor Alliance
North Carolina
– -$904K -43,478 Closed
KA
38
Kovack Advisors
Florida
– -$383K -18,400 Closed
GHAM
39
Gilman Hill Asset Management
Connecticut
– -$208K -10,000 Closed
1
2