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Invesco Bond Fund
VBF

Overview Fund Activity

39 hedge funds and large institutions have $46.2M invested in Invesco Bond Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$11.1M
2
Stifel Financial
2
Stifel Financial
Missouri
$971K
3
Invesco
3
Invesco
Georgia
$4.21M
4
TIM
4
Tortoise Investment Management
New York
$748K
5
UBS Group
5
UBS Group
Switzerland
$1.32M

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$353K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.35M
3
KIM
3
Karpus Investment Management
New York
$0
4
GA
4
Greytown Advisors
Florida
$1.07M
5
Wells Fargo
5
Wells Fargo
California
$6.29M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$11.1M 532,568 +111,883 +27%
Wells Fargo
2
Wells Fargo
California
$6.29M 302,733 -12,080 -4%
Morgan Stanley
3
Morgan Stanley
New York
$4.35M 209,616 -28,052 -12%
Invesco
4
Invesco
Georgia
$4.21M 202,681 +46,030 +29%
RJA
5
Raymond James & Associates
Florida
$2.66M 128,032 +6,575 +5%
Bank of America
6
Bank of America
North Carolina
$2.44M 117,520 +9,172 +8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.71M 82,214 -11,100 -12%
GC
8
Guggenheim Capital
Illinois
$1.52M 73,383 +9,759 +15%
UBS Group
9
UBS Group
Switzerland
$1.32M 63,707 +12,925 +25%
GA
10
Greytown Advisors
Florida
$1.07M 51,713 -12,541 -20%
AFS
11
Access Financial Services
Minnesota
$1.03M 49,512 +720 +1%
Stifel Financial
12
Stifel Financial
Missouri
$971K 46,774 +46,774 New
LPL Financial
13
LPL Financial
California
$940K 45,299 +1,879 +4%
Ameriprise
14
Ameriprise
Minnesota
$854K 41,130 +6,648 +19%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$821K 39,537 +10,155 +35%
TIM
16
Tortoise Investment Management
New York
$748K 36,050 +36,050 New
UCI
17
Uncommon Cents Investing
Wisconsin
$487K 23,446 – –
WAM
18
Wolverine Asset Management
Illinois
$464K 22,363 +1,010 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$451K 21,744 -4,407 -17%
MPW
20
MA Private Wealth
California
$446K 21,481 -1,121 -5%
CNBTD
21
Citizens National Bank Trust Department
Mississippi
$358K 17,250 – –
SFS
22
Shaker Financial Services
Virginia
$353K 16,984 -36,064 -68%
KAS
23
Kestra Advisory Services
Texas
$285K 13,748 +42 +0.3%
KA
24
Kovack Advisors
Florida
$239K 11,500 +11,500 New
IAIM
25
International Assets Investment Management
Florida
$235K 11,299 -3,127 -22%
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