Invesco Bond Fund
VBF
45 hedge funds and large institutions have $49.1M invested in Invesco Bond Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
5% more funds holding
Funds holding: 43 → 45 (+2)
2.95% less ownership
Funds ownership: 29.76% → 26.81% (-2.9%)
8% less capital invested
Capital invested by funds: $53.2M → $49.1M (-$4.07M)
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.54M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$488K |
| 3 |
WCM
WealthBridge Capital Management
Westerville,
Ohio
|
+$466K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$451K |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$4.68M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.13M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$810K |
| 4 |
LCWP
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
-$677K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$476K |
VBF Hedge Fund Activity: Q2 2024 in Review
45 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q2 2024, worth a combined $49.1M — down 7.7% from $53.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VBF positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 16 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $1.54M. The largest seller was Sit Investment Associates, cutting an estimated $4.68M.
- 45 institutional investors held Invesco Bond Fund (VBF) as of Q2 2024, up from 43 in Q1 2024.
- Funds reported $49.1M of Invesco Bond Fund stock for Q2 2024, down 7.7% quarter-over-quarter.
- 7 funds opened new Invesco Bond Fund positions in Q2 2024 and 5 closed out, a net change of +2 holders.
- The largest Invesco Bond Fund buyer in Q2 2024 was Kestra Advisory Services, an estimated $1.54M added.
- The largest Invesco Bond Fund seller in Q2 2024 was Sit Investment Associates, an estimated $4.68M sold.
Based on aggregated 13F filings for Q2 2024.