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Invesco Bond Fund

45 hedge funds and large institutions have $39.4M invested in Invesco Bond Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 4345 (+2)

4% more capital invested

Capital invested by funds: $37.7M → $39.4M (+$1.69M)

0.42% more ownership

Funds ownership: 21.4%21.82% (+0.42%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
51
Plante Moran Financial Advisors
Michigan
-$1.14K -74 Closed

VBF Hedge Fund Activity: Q1 2025 in Review

45 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q1 2025, worth a combined $39.4M — up 4.5% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VBF positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $739K. The largest seller was Whipplewood Advisors, cutting an estimated $866K.

  • 45 institutional investors held Invesco Bond Fund (VBF) as of Q1 2025, up from 43 in Q4 2024.
  • Funds reported $39.4M of Invesco Bond Fund stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 7 funds opened new Invesco Bond Fund positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Invesco Bond Fund buyer in Q1 2025 was Jones Financial Companies, an estimated $739K added.
  • The largest Invesco Bond Fund seller in Q1 2025 was Whipplewood Advisors, an estimated $866K sold.

Based on aggregated 13F filings for Q1 2025.