Invesco Bond Fund
VBF
37 hedge funds and large institutions have $38.3M invested in Invesco Bond Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
9% more funds holding
Funds holding: 34 → 37 (+3)
0.97% more ownership
Funds ownership: 18.04% → 19.01% (+0.97%)
10% less capital invested
Capital invested by funds: $42.7M → $38.3M (-$4.41M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$2.28M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$842K |
| 4 |
MPW
MA Private Wealth
San Carlos,
California
|
+$435K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$162K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$904K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$586K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$473K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$396K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$383K |
VBF Hedge Fund Activity: Q1 2020 in Review
37 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q1 2020, worth a combined $38.3M — down 10% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VBF positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $2.28M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $904K sold.
- 37 institutional investors held Invesco Bond Fund (VBF) as of Q1 2020, up from 34 in Q4 2019.
- Funds reported $38.3M of Invesco Bond Fund stock for Q1 2020, down 10% quarter-over-quarter.
- 8 funds opened new Invesco Bond Fund positions in Q1 2020 and 3 closed out, a net change of +5 holders.
- The largest Invesco Bond Fund buyer in Q1 2020 was 1607 Capital Partners, an estimated $2.28M added.
- The largest Invesco Bond Fund seller in Q1 2020 was Independent Advisor Alliance, an estimated $904K sold.
Based on aggregated 13F filings for Q1 2020.