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Invesco Bond Fund

48 hedge funds and large institutions have $52.1M invested in Invesco Bond Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $46.4M → $52.1M (+$5.71M)

4% more funds holding

Funds holding: 4648 (+2)

3.86% more ownership

Funds ownership: 25.76%29.61% (+3.9%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$14.2M +$3.88M +248,920 +37%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$3.83M +$259K +16,586 +7%
Morgan Stanley
3
Morgan Stanley
New York
$3.16M +$80.1K +5,134 +3%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$3.01M +$1.38M +88,748 +83%
GC
5
Guggenheim Capital
Illinois
$2.73M -$827K -52,989 -23%
Wells Fargo
6
Wells Fargo
California
$2.49M +$37.9K +2,431 +2%
Invesco
7
Invesco
Georgia
$2.41M -$325K -20,840 -12%
1CP
8
1607 Capital Partners
Virginia
$2.3M +$1.53M +98,212 +192%
WCM
9
WealthBridge Capital Management
Ohio
$2.04M -$82.4K -5,284 -4%
PMG
10
ProVise Management Group
Florida
$1.85M -$100K -6,416 -5%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.67M +$491K +31,501 +41%
WAM
12
Wolverine Asset Management
Illinois
$1.45M +$299K +19,191 +26%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$1.18M -$202K -12,976 -14%
Bank of America
14
Bank of America
North Carolina
$1.09M -$16.3K -1,045 -1%
Citigroup
15
Citigroup
New York
$1.08M +$169K +10,804 +18%
SG
16
StoneX Group
New York
$875K +$7.82K +501 +0.9%
UBS Group
17
UBS Group
Switzerland
$799K -$38.4K -2,464 -5%
Raymond James Financial
18
Raymond James Financial
Florida
$773K -$998 -64 -0.1%
MWM
19
Melfa Wealth Management
Massachusetts
$554K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$548K -$7.08K -454 -1%
RP
21
Riverbridge Partners
Minnesota
$472K +$293K +18,764 +158%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$414K -$8.42K -540 -2%
OHWP
23
Oak Harbor Wealth Partners
North Carolina
$409K -$49.4K -3,164 -11%
Ameriprise
24
Ameriprise
Minnesota
$368K -$11.7K -752 -3%
Osaic Holdings
25
Osaic Holdings
Arizona
$362K +$73.1K +4,685 +25%