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Invesco Bond Fund
VBF

Overview Fund Activity

45 hedge funds and large institutions have $49.1M invested in Invesco Bond Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$1.59M
2
GC
2
Guggenheim Capital
Illinois
$2.22M
3
WCM
3
WealthBridge Capital Management
Ohio
$1.06M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$528K
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.78M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$7.06M
2
1CP
2
1607 Capital Partners
Virginia
$5.87M
3
Ameriprise
3
Ameriprise
Minnesota
$1.13M
4
LCWP
4
Legacy Capital Wealth Partners
Arkansas
$0
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$4.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$251K -$133K -8,272 -35%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$244K -$3.12K -194 -1%
NA
28
NewEdge Advisors
Louisiana
$190K +$190K +11,858 New
IWA
29
IVC Wealth Advisors
Pennsylvania
$169K – – –
GHAM
30
Gilman Hill Asset Management
Connecticut
$168K +$168K +10,500 New
Osaic Holdings
31
Osaic Holdings
Arizona
$130K +$76.7K +4,784 +143%
IAIM
32
International Assets Investment Management
Florida
$97.8K +$97.8K +6,100 New
CNBTD
33
Citizens National Bank Trust Department
Mississippi
$51.3K – – –
Comerica Bank
34
Comerica Bank
Texas
$24.7K -$4.11K -256 -14%
AGWCA
35
Annis Gardner Whiting Capital Advisors
Florida
$16.3K – – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$16K +$16K +1,000 New
SPIA
37
Steward Partners Investment Advisory
New York
$12.8K – – –
GJWM
38
Gilliland Jeter Wealth Management
Arkansas
$9.62K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$8.23K -$72.9K -4,544 -90%
PP
40
PFS Partners
New Jersey
$6.63K – – –
CA
41
CoreCap Advisors
Michigan
$4.01K – – –
PS
42
Principal Securities
Iowa
$3.43K +$3.43K +214 New
CS
43
Clear Street
New York
$1.83K +$1.83K +114 New
FFA
44
Farther Finance Advisors
California
$1.59K – – –
HNB
45
Huntington National Bank
Ohio
$16 -$16 – –
LCWP
46
Legacy Capital Wealth Partners
Arkansas
– -$677K -43,354 Closed
SFS
47
Shaker Financial Services
Virginia
– -$248K -15,865 Closed
MCB
48
Morton Community Bank
Illinois
– -$192K -12,300 Closed
TIM
49
Tortoise Investment Management
New York
– -$36K -2,301 Closed
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
– -$3.65K -233 Closed
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