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Invesco Bond Fund

43 hedge funds and large institutions have $53.2M invested in Invesco Bond Fund in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$11.6M 739,378 -219,566 -23%
1CP
2
1607 Capital Partners
Virginia
$6.85M 437,774 -158,805 -27%
Wells Fargo
3
Wells Fargo
California
$5.55M 354,479 +75,895 +27%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$5.15M 328,876 -12,356 -4%
Morgan Stanley
5
Morgan Stanley
New York
$3.79M 242,048 -221,386 -48%
Ameriprise
6
Ameriprise
Minnesota
$1.91M 122,077 -12,326 -9%
Invesco
7
Invesco
Georgia
$1.78M 113,823 -11,970 -10%
UBS Group
8
UBS Group
Switzerland
$1.74M 111,065 +79,482 +252%
GC
9
Guggenheim Capital
Illinois
$1.68M 107,501 +27,375 +34%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.51M 96,512 +10,825 +13%
PMG
11
ProVise Management Group
Florida
$1.46M 93,590 -2,362 -2%
Bank of America
12
Bank of America
North Carolina
$1.28M 81,956 -5,526 -6%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.09M 69,508 +87 +0.1%
LPL Financial
14
LPL Financial
California
$908K 58,012 -1,346 -2%
Citigroup
15
Citigroup
New York
$801K 51,207 +7,224 +16%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$801K 51,203 +471 +0.9%
LCWP
17
Legacy Capital Wealth Partners
Arkansas
$677K 43,354 +43,354 New
OHWP
18
Oak Harbor Wealth Partners
North Carolina
$628K 40,132 +1,274 +3%
WCM
19
WealthBridge Capital Management
Ohio
$572K 36,560 +20,355 +126%
RJA
20
Raymond James & Associates
Florida
$404K 25,788 -3,262 -11%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$396K 25,297 -34,414 -58%
LCM
22
Landscape Capital Management
New Jersey
$374K 23,910 +1,745 +8%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$368K 23,510 +23,510 New
MWM
24
Melfa Wealth Management
Massachusetts
$363K 23,214
UCI
25
Uncommon Cents Investing
Wisconsin
$313K 20,010