Invesco Bond Fund
VBF
34 hedge funds and large institutions have $41.2M invested in Invesco Bond Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
13% more funds holding
Funds holding: 30 → 34 (+4)
0.96% less ownership
Funds ownership: 19.06% → 18.1% (-0.96%)
3% less capital invested
Capital invested by funds: $42.4M → $41.2M (-$1.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.55M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$391K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$236K |
| 4 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$232K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$5.51M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$152K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$47K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$27.3K |
| 5 |
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
-$22K |
VBF Hedge Fund Activity: Q3 2017 in Review
34 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q3 2017, worth a combined $41.2M — down 2.8% from $42.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VBF positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.55M. The largest seller was Wells Fargo, cutting an estimated $5.51M.
- 34 institutional investors held Invesco Bond Fund (VBF) as of Q3 2017, up from 30 in Q2 2017.
- Funds reported $41.2M of Invesco Bond Fund stock for Q3 2017, down 2.8% quarter-over-quarter.
- 8 funds opened new Invesco Bond Fund positions in Q3 2017 and 4 closed out, a net change of +4 holders.
- The largest Invesco Bond Fund buyer in Q3 2017 was Sit Investment Associates, an estimated $1.55M added.
- The largest Invesco Bond Fund seller in Q3 2017 was Wells Fargo, an estimated $5.51M sold.
Based on aggregated 13F filings for Q3 2017.