Invesco Bond Fund
VBF
36 hedge funds and large institutions have $44M invested in Invesco Bond Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
12% more capital invested
Capital invested by funds: $39.3M → $44M (+$4.76M)
9% more funds holding
Funds holding: 33 → 36 (+3)
0.52% more ownership
Funds ownership: 17.24% → 17.76% (+0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$392K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$381K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$370K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$361K |
| 5 |
Millennium Management
New York
|
+$267K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$818K |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$222K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$62K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$57.9K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$48.3K |
VBF Hedge Fund Activity: Q4 2020 in Review
36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q4 2020, worth a combined $44M — up 12% from $39.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VBF positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $392K. The largest seller was Morgan Stanley, cutting an estimated $818K.
- 36 institutional investors held Invesco Bond Fund (VBF) as of Q4 2020, up from 33 in Q3 2020.
- Funds reported $44M of Invesco Bond Fund stock for Q4 2020, up 12% quarter-over-quarter.
- 8 funds opened new Invesco Bond Fund positions in Q4 2020 and 5 closed out, a net change of +3 holders.
- The largest Invesco Bond Fund buyer in Q4 2020 was Royal Bank of Canada, an estimated $392K added.
- The largest Invesco Bond Fund seller in Q4 2020 was Morgan Stanley, an estimated $818K sold.
Based on aggregated 13F filings for Q4 2020.