Invesco Bond Fund
VBF
37 hedge funds and large institutions have $45.2M invested in Invesco Bond Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 8 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 8
5% more capital invested
Capital invested by funds: $42.8M → $45.2M (+$2.34M)
1.42% more ownership
Funds ownership: 18.41% → 19.83% (+1.4%)
3% less funds holding
Funds holding: 38 → 37 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.31M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$538K |
| 3 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$462K |
| 4 |
AP
Americana Partners
Houston,
Texas
|
+$206K |
| 5 |
Morgan Stanley
New York
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$757K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$299K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$295K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$292K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$227K |
VBF Hedge Fund Activity: Q4 2021 in Review
37 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q4 2021, worth a combined $45.2M — up 5.5% from $42.8M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of VBF and 7 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 13 added.
The largest buyer was Sit Investment Associates, adding an estimated $3.31M. The largest seller was Stifel Financial, exiting entirely with an estimated $757K sold.
- 37 institutional investors held Invesco Bond Fund (VBF) as of Q4 2021, down from 38 in Q3 2021.
- Funds reported $45.2M of Invesco Bond Fund stock for Q4 2021, up 5.5% quarter-over-quarter.
- 7 funds opened new Invesco Bond Fund positions in Q4 2021 and 8 closed out, a net change of -1 holder.
- The largest Invesco Bond Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $3.31M added.
- The largest Invesco Bond Fund seller in Q4 2021 was Stifel Financial, an estimated $757K sold.
Based on aggregated 13F filings for Q4 2021.