Invesco Bond Fund
VBF
39 hedge funds and large institutions have $54.5M invested in Invesco Bond Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
15% more funds holding
Funds holding: 34 → 39 (+5)
7% more capital invested
Capital invested by funds: $50.8M → $54.5M (+$3.66M)
0.45% less ownership
Funds ownership: 30.88% → 30.43% (-0.45%)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$880K |
| 2 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$868K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$484K |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$247K |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.02M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$851K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$789K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$468K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$372K |
VBF Hedge Fund Activity: Q4 2022 in Review
39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q4 2022, worth a combined $54.5M — up 7.2% from $50.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VBF positions and 2 closed out — a net gain of 5 holders — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $880K. The largest seller was Wells Fargo, cutting an estimated $1.02M.
- 39 institutional investors held Invesco Bond Fund (VBF) as of Q4 2022, up from 34 in Q3 2022.
- Funds reported $54.5M of Invesco Bond Fund stock for Q4 2022, up 7.2% quarter-over-quarter.
- 7 funds opened new Invesco Bond Fund positions in Q4 2022 and 2 closed out, a net change of +5 holders.
- The largest Invesco Bond Fund buyer in Q4 2022 was Sit Investment Associates, an estimated $880K added.
- The largest Invesco Bond Fund seller in Q4 2022 was Wells Fargo, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2022.