Invesco Bond Fund
VBF
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 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 42 → 43 (+1)
3.87% less ownership
Funds ownership: 33.62% → 29.76% (-3.9%)
9% less capital invested
Capital invested by funds: $58.4M → $53.2M (-$5.22M)
20% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.24M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.19M |
| 3 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
+$679K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$429K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.47M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.44M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$2.49M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$539K |
| 5 |
MG
Marex Group
London,
|
-$282K |
VBF Hedge Fund Activity: Q1 2024 in Review
43 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q1 2024, worth a combined $53.2M — down 8.9% from $58.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VBF positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 15 trimmed.
The largest buyer was UBS Group, adding an estimated $1.24M. The largest seller was Morgan Stanley, cutting an estimated $3.47M.
- 43 institutional investors held Invesco Bond Fund (VBF) as of Q1 2024, up from 42 in Q4 2023.
- Funds reported $53.2M of Invesco Bond Fund stock for Q1 2024, down 8.9% quarter-over-quarter.
- 7 funds opened new Invesco Bond Fund positions in Q1 2024 and 6 closed out, a net change of +1 holder.
- The largest Invesco Bond Fund buyer in Q1 2024 was UBS Group, an estimated $1.24M added.
- The largest Invesco Bond Fund seller in Q1 2024 was Morgan Stanley, an estimated $3.47M sold.
Based on aggregated 13F filings for Q1 2024.