Invesco Bond Fund
VBF
43 hedge funds and large institutions have $37.7M invested in Invesco Bond Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
2% more funds holding
Funds holding: 42 → 43 (+1)
0.97% more ownership
Funds ownership: 20.43% → 21.4% (+0.97%)
5% less capital invested
Capital invested by funds: $39.7M → $37.7M (-$1.98M)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.17M |
| 2 |
SG
StoneX Group
New York
|
+$876K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$821K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$642K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$366K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.91M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$606K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$536K |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$531K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$398K |
VBF Hedge Fund Activity: Q4 2024 in Review
43 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q4 2024, worth a combined $37.7M — down 5% from $39.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VBF positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.17M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $1.91M sold.
- 43 institutional investors held Invesco Bond Fund (VBF) as of Q4 2024, up from 42 in Q3 2024.
- Funds reported $37.7M of Invesco Bond Fund stock for Q4 2024, down 5% quarter-over-quarter.
- 8 funds opened new Invesco Bond Fund positions in Q4 2024 and 5 closed out, a net change of +3 holders.
- The largest Invesco Bond Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $1.17M added.
- The largest Invesco Bond Fund seller in Q4 2024 was Kestra Advisory Services, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2024.