Invesco Bond Fund
VBF
36 hedge funds and large institutions have $53.8M invested in Invesco Bond Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
1.4% more ownership
Funds ownership: 31.14% → 32.54% (+1.4%)
2% more capital invested
Capital invested by funds: $52.9M → $53.8M (+$855K)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.66M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$743K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$494K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$880K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$845K |
| 3 |
Morgan Stanley
New York
|
-$397K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$216K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$176K |
VBF Hedge Fund Activity: Q3 2023 in Review
36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q3 2023, worth a combined $53.8M — up 1.6% from $52.9M a quarter earlier.
Fund positioning in VBF was balanced in Q3 2023: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 11 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.66M. The largest seller was Nations Financial Group, exiting entirely with an estimated $880K sold.
- 36 institutional investors held Invesco Bond Fund (VBF) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $53.8M of Invesco Bond Fund stock for Q3 2023, up 1.6% quarter-over-quarter.
- 4 funds opened new Invesco Bond Fund positions in Q3 2023 and 4 closed out, a net change of 0 holders.
- The largest Invesco Bond Fund buyer in Q3 2023 was Ameriprise, an estimated $1.66M added.
- The largest Invesco Bond Fund seller in Q3 2023 was Nations Financial Group, an estimated $880K sold.
Based on aggregated 13F filings for Q3 2023.