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Invesco Bond Fund

42 hedge funds and large institutions have $39.6M invested in Invesco Bond Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
20
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$4.55M 267,423 -172,391 -39%
Morgan Stanley
2
Morgan Stanley
New York
$3.62M 212,926 -10,728 -5%
GC
3
Guggenheim Capital
Illinois
$3.14M 184,680 +45,972 +33%
Wells Fargo
4
Wells Fargo
California
$3.11M 182,951 -168,956 -48%
Invesco
5
Invesco
Georgia
$2.18M 127,996 +11,361 +10%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$2.02M 119,012 -179,417 -60%
UBS Group
7
UBS Group
Switzerland
$1.96M 115,041 +9,020 +9%
KAS
8
Kestra Advisory Services
Texas
$1.91M 112,324 +13,479 +14%
PMG
9
ProVise Management Group
Florida
$1.9M 111,524 +12,679 +13%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.83M 107,593 -3,249 -3%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$1.73M 101,527 +68,622 +209%
WCM
12
WealthBridge Capital Management
Ohio
$1.59M 93,758 +27,407 +41%
Bank of America
13
Bank of America
North Carolina
$1.29M 76,049 -1,592 -2%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$1.13M 66,447 -3,061 -4%
Citigroup
15
Citigroup
New York
$1.04M 61,264 +1,347 +2%
Ameriprise
16
Ameriprise
Minnesota
$950K 55,859 -14,359 -20%
LPL Financial
17
LPL Financial
California
$754K 44,346 -12,107 -21%
OHWP
18
Oak Harbor Wealth Partners
North Carolina
$724K 42,576 +1,065 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$682K 40,042 +53 +0.1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$468K 27,532 +1,792 +7%
MWM
21
Melfa Wealth Management
Massachusetts
$459K 26,964
RJFSA
22
Raymond James Financial Services Advisors
Florida
$364K 21,372 +4,249 +25%
HF
23
HRT Financial
New York
$350K 20,625 +20,625 New
RJA
24
Raymond James & Associates
Florida
$343K 20,164 +122 +0.6%
UCI
25
Uncommon Cents Investing
Wisconsin
$342K 20,110