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Invesco Bond Fund

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.

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$7.06M 439,814 -299,564 -41%
1CP
2
1607 Capital Partners
Virginia
$5.87M 365,704 -72,070 -16%
Wells Fargo
3
Wells Fargo
California
$5.64M 351,907 -2,572 -0.7%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$4.79M 298,429 -30,447 -9%
Morgan Stanley
5
Morgan Stanley
New York
$3.59M 223,654 -18,394 -8%
GC
6
Guggenheim Capital
Illinois
$2.22M 138,708 +31,207 +29%
Invesco
7
Invesco
Georgia
$1.87M 116,635 +2,812 +2%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$1.78M 110,842 +14,330 +15%
UBS Group
9
UBS Group
Switzerland
$1.7M 106,021 -5,044 -5%
PMG
10
ProVise Management Group
Florida
$1.59M 98,845 +5,255 +6%
KAS
11
Kestra Advisory Services
Texas
$1.59M 98,845 +98,845 New
Bank of America
12
Bank of America
North Carolina
$1.25M 77,641 -4,315 -5%
Ameriprise
13
Ameriprise
Minnesota
$1.13M 70,218 -51,859 -42%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$1.11M 69,508
WCM
15
WealthBridge Capital Management
Ohio
$1.06M 66,351 +29,791 +81%
Citigroup
16
Citigroup
New York
$961K 59,917 +8,710 +17%
LPL Financial
17
LPL Financial
California
$906K 56,453 -1,559 -3%
OHWP
18
Oak Harbor Wealth Partners
North Carolina
$666K 41,511 +1,379 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$642K 39,989 -11,214 -22%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$528K 32,905 +28,850 +711%
MWM
21
Melfa Wealth Management
Massachusetts
$433K 26,964 +3,750 +16%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$413K 25,740 +2,230 +9%
UCI
23
Uncommon Cents Investing
Wisconsin
$323K 20,110 +100 +0.5%
RJA
24
Raymond James & Associates
Florida
$321K 20,042 -5,746 -22%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$275K 17,123 -8,174 -32%