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Invesco Bond Fund
VBF

Overview Fund Activity

43 hedge funds and large institutions have $37.7M invested in Invesco Bond Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
10
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$5.25M
2
SG
2
StoneX Group
New York
$839K
3
GC
3
Guggenheim Capital
Illinois
$3.64M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.18M
5
WAM
5
Wolverine Asset Management
Illinois
$351K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$0
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.08M
3
UBS Group
3
UBS Group
Switzerland
$1.26M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.33M
5
Ameriprise
5
Ameriprise
Minnesota
$481K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCI
26
Uncommon Cents Investing
Wisconsin
$310K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$260K +$98.6K +6,393 +61%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$249K -$22K -1,426 -8%
NA
29
NewEdge Advisors
Louisiana
$177K -$9.2K -596 -5%
IWA
30
IVC Wealth Advisors
Pennsylvania
$162K -$555 -36 -0.3%
IA
31
IFP Advisors
Florida
$101K +$463 +30 +0.5%
MCM
32
MAI Capital Management
Ohio
$70.7K +$70.7K +4,585 New
CNBTD
33
Citizens National Bank Trust Department
Mississippi
$49.4K – – –
Comerica Bank
34
Comerica Bank
Texas
$23.7K – – –
AGWCA
35
Annis Gardner Whiting Capital Advisors
Florida
$15.7K – – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$15.4K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$13.9K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$7.91K -$6.17K -400 -44%
PP
39
PFS Partners
New Jersey
$6.38K – – –
PS
40
Principal Securities
Iowa
$4.46K – – –
CA
41
CoreCap Advisors
Michigan
$3.86K – – –
TWC
42
TD Waterhouse Canada
Ontario, Canada
$1.36K +$1.36K +88 New
PMFA
43
Plante Moran Financial Advisors
Michigan
$1.14K +$1.14K +74 New
HNB
44
Huntington National Bank
Ohio
$15 -$17 – –
KAS
45
Kestra Advisory Services
Texas
– -$1.91M -112,324 Closed
IAIM
46
International Assets Investment Management
Florida
– -$5.9K -100,359 Closed
HF
47
HRT Financial
New York
– -$350K -20,625 Closed
GJWM
48
Gilliland Jeter Wealth Management
Arkansas
– -$10.2K -600 Closed
FFA
49
Farther Finance Advisors
California
– -$1.68K -99 Closed
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