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Invesco Bond Fund

41 hedge funds and large institutions have $58.1M invested in Invesco Bond Fund in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 1 closing their positions.

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$14.6M 958,944 -104,343 -10%
1CP
2
1607 Capital Partners
Virginia
$9.07M 596,579 -34,240 -5%
Morgan Stanley
3
Morgan Stanley
New York
$7.05M 463,434 +216,230 +87%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.19M 341,232 +16,133 +5%
Wells Fargo
5
Wells Fargo
California
$4.24M 278,584 -3,084 -1%
Ameriprise
6
Ameriprise
Minnesota
$2.04M 134,403 -28,366 -17%
Invesco
7
Invesco
Georgia
$1.91M 125,793 -9,638 -7%
PMG
8
ProVise Management Group
Florida
$1.46M 95,952 +1,075 +1%
Bank of America
9
Bank of America
North Carolina
$1.33M 87,482 -1,150 -1%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.3M 85,687 +9,170 +12%
GC
11
Guggenheim Capital
Illinois
$1.22M 80,126 +7,963 +11%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.06M 69,421
RJFSA
13
Raymond James Financial Services Advisors
Florida
$908K 59,711 +15,105 +34%
LPL Financial
14
LPL Financial
California
$903K 59,358 -1,587 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$771K 50,732 -4,693 -8%
Citigroup
16
Citigroup
New York
$669K 43,983 +880 +2%
OHWP
17
Oak Harbor Wealth Partners
North Carolina
$591K 38,858 +1,353 +4%
UBS Group
18
UBS Group
Switzerland
$480K 31,583 -9,956 -24%
RJA
19
Raymond James & Associates
Florida
$442K 29,050 -3,230 -10%
SFS
20
Shaker Financial Services
Virginia
$406K 26,695 +26,695 New
MWM
21
Melfa Wealth Management
Massachusetts
$353K 23,214
LCM
22
Landscape Capital Management
New Jersey
$337K 22,165 +22,165 New
UCI
23
Uncommon Cents Investing
Wisconsin
$304K 20,010 +500 +3%
CCP
24
Clough Capital Partners
Massachusetts
$247K 16,266 +16,266 New
WCM
25
WealthBridge Capital Management
Ohio
$246K 16,205 +16,205 New