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Invesco Bond Fund

48 hedge funds and large institutions have $63M invested in Invesco Bond Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $52.1M → $63M (+$10.8M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

7.15% more ownership

Funds ownership: 29.61%36.76% (+7.1%)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding

Funds holding: 4848 (0)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$16M +$2.29M +149,784 +16%
1CP
2
1607 Capital Partners
Virginia
$5.47M +$3.29M +215,198 +144%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.42M +$1.52M +99,503 +51%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$4.16M +$492K +32,184 +13%
Morgan Stanley
5
Morgan Stanley
New York
$3.1M +$27K +1,764 +0.9%
GC
6
Guggenheim Capital
Illinois
$3.05M +$401K +26,231 +15%
LFIA
7
Legacy Financial Independent Advisors
Kentucky
$2.86M +$2.91M +190,361 New
Wells Fargo
8
Wells Fargo
California
$2.33M -$86.7K -5,672 -4%
Invesco
9
Invesco
Georgia
$2.3M -$49.7K -3,252 -2%
WAM
10
Wolverine Asset Management
Illinois
$2.1M +$701K +45,886 +49%
WCM
11
WealthBridge Capital Management
Ohio
$1.97M -$20.8K -1,362 -1%
PMG
12
ProVise Management Group
Florida
$1.72M -$79K -5,173 -4%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.56M -$70.7K -4,629 -4%
KIM
14
Karpus Investment Management
New York
$1.08M +$1.1M +72,031 New
Citigroup
15
Citigroup
New York
$1.06M +$12.2K +798 +1%
Bank of America
16
Bank of America
North Carolina
$1.02M -$43K -2,816 -4%
Raymond James Financial
17
Raymond James Financial
Florida
$990K +$242K +15,851 +32%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$944K -$208K -13,603 -18%
LPL Financial
19
LPL Financial
California
$934K +$761K +49,808 +400%
HC
20
Hara Capital
Washington
$583K +$594K +38,853 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$569K +$36K +2,358 +7%
MWM
22
Melfa Wealth Management
Massachusetts
$539K
RP
23
Riverbridge Partners
Minnesota
$478K +$18.3K +1,198 +4%
OHWP
24
Oak Harbor Wealth Partners
North Carolina
$383K -$14.9K -977 -4%
UBS Group
25
UBS Group
Switzerland
$383K -$402K -26,330 -51%