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Invesco Bond Fund
VBF

Overview Fund Activity

43 hedge funds and large institutions have $53.2M invested in Invesco Bond Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.74M
2
Wells Fargo
2
Wells Fargo
California
$5.55M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$677K
4
GC
4
Guggenheim Capital
Illinois
$1.68M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$368K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.79M
2
SIA
2
Sit Investment Associates
Minnesota
$11.6M
3
1CP
3
1607 Capital Partners
Virginia
$6.85M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$396K
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Shaker Financial Services
Virginia
$248K -$169K -10,830 -41%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$241K +$549 +35 +0.2%
MCB
28
Morton Community Bank
Illinois
$192K +$192K +12,300 New
IWA
29
IVC Wealth Advisors
Pennsylvania
$165K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$79.1K – – –
Jones Financial Companies
31
Jones Financial Companies
Missouri
$63.5K +$63.5K +4,055 New
Osaic Holdings
32
Osaic Holdings
Arizona
$52.2K +$11K +705 +27%
CNBTD
33
Citizens National Bank Trust Department
Mississippi
$50.1K -$53.2K -3,400 -52%
TIM
34
Tortoise Investment Management
New York
$36K – – –
Comerica Bank
35
Comerica Bank
Texas
$28.1K -$1.86K -119 -6%
AGWCA
36
Annis Gardner Whiting Capital Advisors
Florida
$15.9K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$12.5K – – –
GJWM
38
Gilliland Jeter Wealth Management
Arkansas
$9.39K +$9.39K +600 New
PP
39
PFS Partners
New Jersey
$6.47K – – –
CA
40
CoreCap Advisors
Michigan
$3.91K +$3.91K +250 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$3.65K +$3.65K +233 New
FFA
42
Farther Finance Advisors
California
$1.55K -$5.77K -368 -79%
HNB
43
Huntington National Bank
Ohio
$16 -$15 – –
CCP
44
Clough Capital Partners
Massachusetts
– -$247K -16,266 Closed
WAM
45
Wolverine Asset Management
Illinois
– -$114K -7,523 Closed
QL
46
Quarry LP
New York
– -$114K -7,488 Closed
OSNBOA
47
Old Second National Bank of Aurora
Illinois
– -$46.3K -3,045 Closed
SWM
48
Spire Wealth Management
Virginia
– -$7.61K -501 Closed
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