Invesco Bond Fund
VBF
36 hedge funds and large institutions have $52.9M invested in Invesco Bond Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 5 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
1.59% more ownership
Funds ownership: 29.55% → 31.14% (+1.6%)
2% more capital invested
Capital invested by funds: $52M → $52.9M (+$911K)
5% less funds holding
Funds holding: 38 → 36 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.89M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$608K |
| 3 |
Citigroup
New York
|
+$500K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$381K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Greytown Advisors
Miami,
Florida
|
-$797K |
| 2 |
CWM
Collaborative Wealth Management
Lake Mary,
Florida
|
-$250K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$167K |
| 4 |
Morgan Stanley
New York
|
-$115K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$84.1K |
VBF Hedge Fund Activity: Q2 2023 in Review
36 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q2 2023, worth a combined $52.9M — up 1.8% from $52M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of VBF and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 14 added.
The largest buyer was Allspring Global Investments, adding an estimated $1.89M. The largest seller was Greytown Advisors, exiting entirely with an estimated $797K sold.
- 36 institutional investors held Invesco Bond Fund (VBF) as of Q2 2023, down from 38 in Q1 2023.
- Funds reported $52.9M of Invesco Bond Fund stock for Q2 2023, up 1.8% quarter-over-quarter.
- 3 funds opened new Invesco Bond Fund positions in Q2 2023 and 5 closed out, a net change of -2 holders.
- The largest Invesco Bond Fund buyer in Q2 2023 was Allspring Global Investments, an estimated $1.89M added.
- The largest Invesco Bond Fund seller in Q2 2023 was Greytown Advisors, an estimated $797K sold.
Based on aggregated 13F filings for Q2 2023.