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Invesco Bond Fund

45 hedge funds and large institutions have $39.4M invested in Invesco Bond Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 4345 (+2)

4% more capital invested

Capital invested by funds: $37.7M → $39.4M (+$1.69M)

0.42% more ownership

Funds ownership: 21.4%21.82% (+0.42%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$5.92M +$664K +42,858 +13%
Morgan Stanley
2
Morgan Stanley
New York
$3.08M -$204K -13,153 -6%
GC
3
Guggenheim Capital
Illinois
$3.07M -$578K -37,265 -16%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$2.9M +$739K +47,676 +34%
Invesco
5
Invesco
Georgia
$2.71M +$438K +28,278 +19%
Wells Fargo
6
Wells Fargo
California
$2.66M -$95.1K -6,134 -3%
PMG
7
ProVise Management Group
Florida
$2.04M +$22.6K +1,457 +1%
WCM
8
WealthBridge Capital Management
Ohio
$1.99M +$194K +12,497 +11%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$1.33M
UBS Group
10
UBS Group
Switzerland
$1.21M -$55.1K -3,553 -4%
Bank of America
11
Bank of America
North Carolina
$1.07M -$54.4K -3,510 -5%
WAM
12
Wolverine Asset Management
Illinois
$1.05M +$702K +45,276 +199%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.03M
WA
14
Whipplewood Advisors
Colorado
$916K -$866K -55,855 -97%
SG
15
StoneX Group
New York
$855K +$13.9K +900 +2%
Citigroup
16
Citigroup
New York
$662K -$351K -22,647 -35%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$652K -$431K -27,775 -40%
OHWP
18
Oak Harbor Wealth Partners
North Carolina
$596K -$51.1K -3,299 -8%
Raymond James Financial
19
Raymond James Financial
Florida
$583K -$72.5K -4,679 -11%
SA
20
SFI Advisors
New Jersey
$576K +$261K +16,848 +82%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$548K -$64.9K -4,185 -11%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$483K +$49.1K +3,165 +11%
Ameriprise
23
Ameriprise
Minnesota
$468K -$14.1K -907 -3%
EFG
24
Ethos Financial Group
Pennsylvania
$455K +$456K +29,432 New
MWM
25
Melfa Wealth Management
Massachusetts
$417K

VBF Hedge Fund Activity: Q1 2025 in Review

45 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q1 2025, worth a combined $39.4M — up 4.5% from $37.7M 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 13 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $739K. The largest seller was Whipplewood Advisors, cutting an estimated $866K.

  • 45 institutional investors held Invesco Bond Fund (VBF) as of Q1 2025, up from 43 in Q4 2024.
  • Funds reported $39.4M of Invesco Bond Fund stock for Q1 2025, up 4.5% quarter-over-quarter.
  • 7 funds opened new Invesco Bond Fund positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Invesco Bond Fund buyer in Q1 2025 was Jones Financial Companies, an estimated $739K added.
  • The largest Invesco Bond Fund seller in Q1 2025 was Whipplewood Advisors, an estimated $866K sold.

Based on aggregated 13F filings for Q1 2025.