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Invesco Bond Fund

46 hedge funds and large institutions have $46.4M invested in Invesco Bond Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

14% more capital invested

Capital invested by funds: $40.6M → $46.4M (+$5.85M)

2.75% more ownership

Funds ownership: 23.01%25.76% (+2.7%)

2% more funds holding

Funds holding: 4546 (+1)

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.6M +$3.42M +220,479 +49%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.66M +$98.4K +6,338 +3%
GC
3
Guggenheim Capital
Illinois
$3.63M +$767K +49,361 +27%
Morgan Stanley
4
Morgan Stanley
New York
$3.15M -$19.2K -1,235 -0.6%
Invesco
5
Invesco
Georgia
$2.8M +$45.6K +2,934 +2%
Wells Fargo
6
Wells Fargo
California
$2.51M -$201K -12,925 -8%
WCM
7
WealthBridge Capital Management
Ohio
$2.17M +$115K +7,430 +6%
PMG
8
ProVise Management Group
Florida
$2M -$27.2K -1,750 -1%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$1.68M +$315K +20,312 +24%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.41M +$297K +19,111 +27%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.21M +$170K +10,918 +17%
WAM
12
Wolverine Asset Management
Illinois
$1.18M +$147K +9,488 +15%
Bank of America
13
Bank of America
North Carolina
$1.14M -$5.7K -367 -0.5%
Citigroup
14
Citigroup
New York
$937K +$110K +7,101 +14%
SG
15
StoneX Group
New York
$888K +$12.8K +824 +1%
UBS Group
16
UBS Group
Switzerland
$857K -$441K -28,421 -34%
1CP
17
1607 Capital Partners
Virginia
$807K +$6.21K +400 +0.8%
Raymond James Financial
18
Raymond James Financial
Florida
$793K +$839 +54 +0.1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$568K +$8.36K +538 +2%
MWM
20
Melfa Wealth Management
Massachusetts
$568K +$140K +9,000 +33%
OHWP
21
Oak Harbor Wealth Partners
North Carolina
$468K +$7.95K +512 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$433K -$27.8K -1,790 -6%
Ameriprise
23
Ameriprise
Minnesota
$389K -$28.7K -1,851 -7%
EFG
24
Ethos Financial Group
Pennsylvania
$389K -$71.2K -4,585 -16%
LCM
25
Landscape Capital Management
New Jersey
$343K +$36.2K +2,334 +12%

VBF Hedge Fund Activity: Q3 2025 in Review

46 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Bond Fund (VBF) for Q3 2025, worth a combined $46.4M — up 14% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VBF positions and 2 closed out — a net gain of 1 holder — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.42M. The largest seller was UBS Group, cutting an estimated $441K.

  • 46 institutional investors held Invesco Bond Fund (VBF) as of Q3 2025, up from 45 in Q2 2025.
  • Funds reported $46.4M of Invesco Bond Fund stock for Q3 2025, up 14% quarter-over-quarter.
  • 3 funds opened new Invesco Bond Fund positions in Q3 2025 and 2 closed out, a net change of +1 holder.
  • The largest Invesco Bond Fund buyer in Q3 2025 was Sit Investment Associates, an estimated $3.42M added.
  • The largest Invesco Bond Fund seller in Q3 2025 was UBS Group, an estimated $441K sold.

Based on aggregated 13F filings for Q3 2025.