Invesco Bond Fund
VBF
38 hedge funds and large institutions have $41.1M invested in Invesco Bond Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
30% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 10
6% more funds holding
Funds holding: 36 → 38 (+2)
0.33% more ownership
Funds ownership: 17.76% → 18.09% (+0.33%)
7% less capital invested
Capital invested by funds: $44M → $41.1M (-$2.93M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greytown Advisors
Miami,
Florida
|
+$1.29M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.06M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$589K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$428K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$368K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
-$963K |
| 2 |
Morgan Stanley
New York
|
-$929K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$643K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$403K |
| 5 |
Millennium Management
New York
|
-$286K |
VBF Hedge Fund Activity: Q1 2021 in Review
38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q1 2021, worth a combined $41.1M — down 6.7% from $44M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VBF positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.
The largest buyer was Greytown Advisors, opening a new position worth an estimated $1.29M. The largest seller was SeaBridge Investment Advisors, exiting entirely with an estimated $963K sold.
- 38 institutional investors held Invesco Bond Fund (VBF) as of Q1 2021, up from 36 in Q4 2020.
- Funds reported $41.1M of Invesco Bond Fund stock for Q1 2021, down 6.7% quarter-over-quarter.
- 6 funds opened new Invesco Bond Fund positions in Q1 2021 and 3 closed out, a net change of +3 holders.
- The largest Invesco Bond Fund buyer in Q1 2021 was Greytown Advisors, an estimated $1.29M added.
- The largest Invesco Bond Fund seller in Q1 2021 was SeaBridge Investment Advisors, an estimated $963K sold.
Based on aggregated 13F filings for Q1 2021.