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Invesco Bond Fund
VBF

Overview Fund Activity

36 hedge funds and large institutions have $52.9M invested in Invesco Bond Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$3.43M
2
SIA
2
Sit Investment Associates
Minnesota
$16.7M
3
Citigroup
3
Citigroup
New York
$536K
4
WAM
4
Wolverine Asset Management
Illinois
$372K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.16M

Top Sellers

1
GA
1
Greytown Advisors
Florida
$0
2
CWM
2
Collaborative Wealth Management
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$3.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.08M
5
UBS Group
5
UBS Group
Switzerland
$488K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$176K +$176K +11,810 New
IWA
27
IVC Wealth Advisors
Pennsylvania
$157K +$157K +10,527 New
AP
28
Americana Partners
Texas
$152K – – –
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$75.2K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$49.1K – – –
OSNBOA
31
Old Second National Bank of Aurora
Illinois
$45.3K – – –
TIM
32
Tortoise Investment Management
New York
$34.2K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$11.9K – – –
SWM
34
Spire Wealth Management
Virginia
$7.24K +$89 +6 +1%
FFA
35
Farther Finance Advisors
California
$6.99K – – –
PP
36
PFS Partners
New Jersey
$6.15K – – –
HNB
37
Huntington National Bank
Ohio
$15 -$15 – –
GA
38
Greytown Advisors
Florida
– -$797K -51,713 Closed
CWM
39
Collaborative Wealth Management
Florida
– -$250K -16,215 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$13.8K -895 Closed
CS
41
Clear Street
New York
– -$9.14K -593 Closed
AAS
42
Ameritas Advisory Services
Nebraska
– -$7.71K -500 Closed
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