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Invesco Bond Fund
VBF

Overview Fund Activity

38 hedge funds and large institutions have $52M invested in Invesco Bond Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
14
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PMG
1
ProVise Management Group
Florida
$1.45M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.34M
3
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$1.01M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$795K
5
OHWP
5
Oak Harbor Wealth Partners
North Carolina
$448K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$9.79M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$1.64M
3
Wells Fargo
3
Wells Fargo
California
$3.74M
4
Invesco
4
Invesco
Georgia
$1.77M
5
SIA
5
Sit Investment Associates
Minnesota
$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
26
Americana Partners
Texas
$157K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$77.9K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$50.9K +$38.6K +2,500 +316%
Citigroup
29
Citigroup
New York
$49.7K +$25.9K +1,678 +108%
OSNBOA
30
Old Second National Bank of Aurora
Illinois
$46.9K – – –
TIM
31
Tortoise Investment Management
New York
$35.5K -$22.6K -1,465 -39%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$13.8K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$12.3K – – –
CS
34
Clear Street
New York
$9.14K +$7.89K +512 +632%
AAS
35
Ameritas Advisory Services
Nebraska
$7.71K +$7.71K +500 New
SWM
36
Spire Wealth Management
Virginia
$7.41K +$92 +6 +1%
FFA
37
Farther Finance Advisors
California
$7.24K – – –
PP
38
PFS Partners
New Jersey
$6.37K – – –
HNB
39
Huntington National Bank
Ohio
$15 -$16 – –
DCM
40
Davidson Capital Management
Texas
– -$7.84K -500 Closed
1
2