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Invesco Bond Fund

48 hedge funds and large institutions have $52.1M invested in Invesco Bond Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $46.4M → $52.1M (+$5.71M)

4% more funds holding

Funds holding: 4648 (+2)

3.86% more ownership

Funds ownership: 25.76%29.61% (+3.9%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
26
Ethos Financial Group
Pennsylvania
$348K -$32.6K -2,092 -8%
UPS
27
UHLMANN PRICE SECURITIES
Illinois
$291K +$3.93K +252 +1%
UCI
28
Uncommon Cents Investing
Wisconsin
$291K
LPL Financial
29
LPL Financial
California
$192K +$194K +12,457 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$188K -$1.84K -118 -1%
SFS
31
Shaker Financial Services
Virginia
$168K +$170K +10,896 New
LCM
32
Landscape Capital Management
New Jersey
$165K -$172K -10,999 -51%
NA
33
NewEdge Advisors
Louisiana
$163K
IAIM
34
International Assets Investment Management
Florida
$71.4K +$72.3K +4,635 New
FFA
35
Farther Finance Advisors
California
$36.2K
CNBTD
36
Citizens National Bank Trust Department
Mississippi
$26.2K
NWMP
37
Noble Wealth Management PBC
Colorado
$26.2K
Comerica Bank
38
Comerica Bank
Texas
$23.7K
HFS
39
Hantz Financial Services
Michigan
$21K +$21.3K +1,363 New
MCM
40
MAI Capital Management
Ohio
$20.9K +$21.1K +1,354 New
AGWCA
41
Annis Gardner Whiting Capital Advisors
Florida
$15.6K
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$15.4K
SPIA
43
Steward Partners Investment Advisory
New York
$13.9K
PGAM
44
Princeton Global Asset Management
New Jersey
$9.25K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$7.9K
IA
46
IFP Advisors
Florida
$7.71K -$33K -2,113 -81%
PP
47
PFS Partners
New Jersey
$5.55K
CIA
48
Cape Investment Advisory
Georgia
$4.62K
HNB
49
Huntington National Bank
Ohio
$15
MA
50
Mutual Advisors
Nebraska
-$196K -12,495 Closed