VBF icon

Invesco Bond Fund

38 hedge funds and large institutions have $52M invested in Invesco Bond Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$16.7M 1,080,518 -14,874 -1%
1CP
2
1607 Capital Partners
Virginia
$9.79M 635,619 -166,587 -21%
Morgan Stanley
3
Morgan Stanley
New York
$4.34M 281,477 +54,799 +24%
Wells Fargo
4
Wells Fargo
California
$3.74M 242,435 -41,692 -15%
Invesco
5
Invesco
Georgia
$1.77M 114,975 -19,942 -15%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$1.64M 106,456 -57,476 -35%
PMG
7
ProVise Management Group
Florida
$1.45M 93,820 +63,270 +207%
Bank of America
8
Bank of America
North Carolina
$1.35M 87,547 -1,770 -2%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$1.07M 69,691 -1,364 -2%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.01M 65,316 +33,227 +104%
NFG
11
Nations Financial Group
Iowa
$926K 60,074 +2,552 +4%
LPL Financial
12
LPL Financial
California
$842K 54,614 +1,220 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$802K 52,043 +2,315 +5%
GC
14
Guggenheim Capital
Illinois
$798K 51,768 +524 +1%
GA
15
Greytown Advisors
Florida
$797K 51,713
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$795K 51,596 +32,226 +166%
Ameriprise
17
Ameriprise
Minnesota
$746K 48,400 +12,586 +35%
RJA
18
Raymond James & Associates
Florida
$618K 40,083 -8,550 -18%
UBS Group
19
UBS Group
Switzerland
$590K 38,313 -826 -2%
OHWP
20
Oak Harbor Wealth Partners
North Carolina
$448K 29,055 +16,203 +126%
UCI
21
Uncommon Cents Investing
Wisconsin
$331K 21,510
MWM
22
Melfa Wealth Management
Massachusetts
$302K 19,596
CNBTD
23
Citizens National Bank Trust Department
Mississippi
$268K 17,410 -6,400 -27%
CWM
24
Collaborative Wealth Management
Florida
$250K 16,215 -405 -2%
NA
25
NewEdge Advisors
Louisiana
$211K 13,313 -2,093 -14%