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Invesco Bond Fund (VBF) Institutional Ownership

Invesco Bond Fund logo
$15.51 +0.03 (+0.19%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Invesco Bond Fund (NYSE:VBF)

Current
Institutional Ownership
Percentage
43.73%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$10.47M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.58M
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VBF Institutional Buying and Selling by Quarter

Invesco Bond Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Bank of America Corp DE72,486$1.12M0.0%-4.7%0.635%
2/17/2025 Ameriprise Financial Inc.31,178$481K0.0%-44.2%0.273%
2/13/2025 Guggenheim Capital LLC235,663$3.64M0.0%+27.6%2.064%
2/13/2025 Raymond James Financial Inc.42,369$654K0.0%N/A0.371%
2/13/2025 Invesco Ltd.147,188$2.27M0.0%+15.0%1.289%
2/13/2025 Sit Investment Associates Inc.340,133$5.25M0.1%+27.2%2.978%
2/13/2025 Wells Fargo & Company MN177,982$2.75M0.0%-2.7%1.559%
2/12/2025 StoneX Group Inc.54,390$839K0.1%N/A0.476%
2/11/2025 LPL Financial LLC39,835$615K0.0%-10.2%0.349%
2/11/2025 ProVise Management Group LLC130,724$2.02M0.2%+17.2%1.145%
2/10/2025 Commonwealth Equity Services LLC16,165$249K0.0%-8.1%0.142%
2/7/2025 Oak Harbor Wealth Partners LLC41,821$645K0.2%-1.8%0.366%
2/6/2025 Raymond James Financial Inc.42,369$654K0.0%N/A0.371%
2/6/2025 Jones Financial Companies Lllp141,398$2.18M0.0%+39.3%1.238%
2/5/2025 Whipplewood Advisors LLC57,323$884K0.5%N/A0.502%
2/3/2025 Wolverine Asset Management LLC22,723$351K0.0%N/A0.199%
2/3/2025 WealthBridge Capital Management LLC116,042$1.79M0.5%+23.8%1.016%
1/29/2025 Allspring Global Investments Holdings LLC86,063$1.33M0.0%-27.7%0.754%
1/15/2025 Hennion & Walsh Asset Management Inc.69,949$1.08M0.0%-35.0%0.613%
11/6/2024 Oak Harbor Wealth Partners LLC42,576$724K0.2%+2.6%0.373%
11/1/2024 Fiera Capital Corp66,447$1.13M0.0%-4.4%0.582%
10/23/2024 Hennion & Walsh Asset Management Inc.107,593$1.83M0.1%-2.9%0.942%
10/22/2024 International Assets Investment Management LLC100,359$1.71M0.0%+1,545.2%0.879%
10/19/2024 Allspring Global Investments Holdings LLC119,012$2.02M0.0%-60.1%1.042%
10/7/2024 WealthBridge Capital Management LLC93,758$1.60M0.5%+41.3%0.821%
8/12/2024 ProVise Management Group LLC98,845$1.59M0.1%+5.6%0.866%
7/30/2024 International Assets Investment Management LLC6,100$98K0.0%N/A0.053%
7/26/2024 Allspring Global Investments Holdings LLC298,429$4.79M0.0%-9.3%2.613%
7/20/2024 Hennion & Walsh Asset Management Inc.110,842$1.78M0.1%+14.8%0.971%
7/18/2024 Oak Harbor Wealth Partners LLC41,511$666K0.2%+3.4%0.363%
7/15/2024 Melfa Wealth Management Inc.26,964$433K0.3%+16.2%0.236%
7/12/2024 Gilman Hill Asset Management LLC10,500$168K0.0%N/A0.092%
5/9/2024 ProVise Management Group LLC93,590$1.47M0.1%-2.5%0.820%
5/1/2024 Janney Montgomery Scott LLC23,510$368K0.0%N/A0.206%
4/30/2024 WealthBridge Capital Management LLC36,560$572K0.2%+125.6%0.320%
4/23/2024 Oak Harbor Wealth Partners LLC40,132$628K0.2%+3.3%0.351%
4/18/2024 Allspring Global Investments Holdings LLC328,876$5.15M0.0%-3.6%2.880%
4/17/2024 Hennion & Walsh Asset Management Inc.96,512$1.51M0.1%+12.6%0.845%
2/20/2024 Quarry LP7,488$114K0.0%N/A0.066%
2/13/2024 1607 Capital Partners LLC596,579$9.07M0.6%-5.4%5.224%
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2/9/2024 ProVise Management Group LLC95,952$1.46M0.1%+1.1%0.840%
2/9/2024 Oak Harbor Wealth Partners LLC38,858$591K0.2%+3.6%0.340%
2/7/2024 Shaker Financial Services LLC26,695$406K0.2%N/A0.234%
2/1/2024 Wolverine Asset Management LLC7,523$114K0.0%-87.1%0.066%
1/29/2024 Citizens National Bank Trust Department6,600$100K0.0%-27.7%0.058%
1/25/2024 Allspring Global Investments Holdings LLC341,232$5.19M0.0%+5.0%2.988%
1/25/2024 International Assets Investment Management LLC85,176$1.30M0.0%N/A0.746%
1/24/2024 International Assets Investment Management LLC85,176$1.30M0.0%N/A0.746%
1/16/2024Raymond James Financial Services Advisors Inc.59,711$908K0.0%+33.9%0.523%
1/16/2024Raymond James & Associates29,050$442K0.0%-10.0%0.254%
12/6/2023 Citigroup Inc.43,103$624K0.0%+19.7%0.377%
11/13/2023 Wolverine Asset Management LLC58,326$844K0.0%+133.6%0.511%
11/9/2023 Citigroup Inc.43,103$624K0.0%+19.7%0.377%
11/8/2023 ProVise Management Group LLC94,877$1.37M0.1%-4.8%0.831%
10/30/2023 Melfa Wealth Management LLC23,214$336K0.3%+18.7%0.203%
10/27/2023 Hennion & Walsh Asset Management Inc.76,517$1.11M0.1%-1.6%0.670%
10/27/2023 Allspring Global Investments Holdings LLC325,099$4.70M0.0%+41.2%2.847%
10/25/2023 Citizens National Bank Trust Department9,125$132K0.0%-47.1%0.080%
10/24/2023Raymond James Financial Services Advisors Inc.44,606$645K0.0%-7.9%0.391%
10/24/2023Raymond James & Associates32,280$467K0.0%-14.3%0.283%
10/23/2023 Commonwealth Equity Services LLC14,268$206K0.0%N/A0.125%
10/20/2023 Uncommon Cents Investing LLC19,510$282K0.1%-9.3%0.171%
10/19/2023 Oak Harbor Wealth Partners LLC37,505$543K0.2%+28.3%0.328%
8/24/2023 ProVise Management Group LLC99,687$1.48M0.1%+6.3%0.873%
8/11/2023 Guggenheim Capital LLC59,960$892K0.0%+15.8%0.525%
8/10/2023 Sit Investment Associates Inc.1,120,352$16.67M0.4%+3.7%9.810%
8/7/2023 Wolverine Asset Management LLC24,968$372K0.0%N/A0.219%
8/7/2023 Shaker Financial Services LLC11,810$176K0.1%N/A0.103%
7/31/2023 LPL Financial LLC59,334$883K0.0%+8.6%0.520%
7/25/2023Raymond James Financial Services Advisors Inc.48,457$721K0.0%-6.9%0.424%
7/25/2023Raymond James & Associates37,654$560K0.0%-6.1%0.330%
7/24/2023 Allspring Global Investments Holdings LLC230,249$3.43M0.0%+116.3%2.016%
7/18/2023 Allspring Global Investments Holdings LLC230,249$3.43M0.0%+116.3%2.016%
7/13/2023 IVC Wealth Advisors LLC10,527$157K0.1%N/A0.092%
5/9/2023 Tortoise Investment Management LLC2,301$35K0.0%-38.9%0.020%
5/8/2023 ProVise Management Group LLC93,820$1.45M0.1%+207.1%0.822%
5/3/2023 Citizens National Bank Trust Department17,410$268K0.1%-26.9%0.152%
4/26/2023 Fiera Capital Corp69,691$1.07M0.0%-1.9%0.610%
4/24/2023 Oak Harbor Wealth Partners LLC29,055$448K0.2%+126.1%0.254%
4/20/2023 Hennion & Walsh Asset Management Inc.65,316$1.01M0.1%+103.5%0.572%
4/14/2023Raymond James Financial Services Advisors Inc.52,043$802K0.0%+4.7%0.456%
4/14/2023Raymond James & Associates40,083$618K0.0%-17.6%0.351%
4/13/2023 Allspring Global Investments Holdings LLC106,456$1.64M0.0%-35.1%0.932%
2/10/2023 ProVise Management Group LLC30,550$479K0.0%+74.1%0.268%
2/10/2023 Sit Investment Associates Inc.1,095,392$17.18M0.5%+5.6%9.592%
2/9/2023 Citizens National Bank Trust Department23,810$373K0.1%-7.1%0.209%
2/8/2023Raymond James Financial Services Advisors Inc.49,728$780K0.0%+22.3%0.435%
2/8/2023Raymond James & Associates48,633$763K0.0%-3.6%0.426%
2/8/2023 Fiera Capital Corp71,055$1.11M0.0%+5.7%0.622%
2/7/2023 Nations Financial Group Inc. IA ADV57,522$902K0.1%N/A0.504%
Nvidia’s CEO: “This Will Be a Multitrillion-Dollar Industry." (Ad)

If you missed out on the big boom in Nvidia… Listen up, because according to Nvidia's own CEO… Elon Musk’s new technology could help launch an entirely new multitrillion-dollar industry.

You MUST act before March 17th.
2/7/2023 LPL Financial LLC53,394$837K0.0%+5.3%0.468%
2/3/2023 Tortoise Investment Management LLC3,766$59K0.0%-86.7%0.033%
1/31/2023 Melfa Wealth Management LLC19,596$307K0.3%N/A0.172%
1/23/2023 Allspring Global Investments Holdings LLC163,932$2.57M0.0%+11.1%1.436%
1/18/2023 Oak Harbor Wealth Partners LLC12,852$202K0.1%-27.0%0.113%
1/12/2023 Hennion & Walsh Asset Management Inc.32,089$503K0.0%N/A0.281%
11/15/2022 1607 Capital Partners LLC858,566$12.37M1.0%+7.1%7.521%
11/8/2022 Citizens National Bank Trust Department25,625$369K0.1%-3.6%0.224%
11/4/2022 Tortoise Investment Management LLC28,379$409K0.1%-27.9%0.249%
10/26/2022 Allspring Global Investments Holdings LLC147,567$2.13M0.0%+66.0%1.293%
(Data available from 1/1/2016 forward)

VBF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VBF shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Invesco Bond Fund. The most heavily invested institutionals were 1607 Capital Partners LLC ($9.07M), Sit Investment Associates Inc. ($5.25M), Guggenheim Capital LLC ($3.64M), Wells Fargo & Company MN ($2.75M), Invesco Ltd. ($2.27M), Jones Financial Companies Lllp ($2.18M), and ProVise Management Group LLC ($2.02M).Learn more on VBF's institutional investors.

What percentage of Invesco Bond Fund stock is owned by institutional investors?

43.73% of Invesco Bond Fund stock is owned by institutional investors. Learn more on VBF's institutional investor holdings.

Which institutional investors have been buying Invesco Bond Fund stock?

Of the 25 institutional investors that purchased Invesco Bond Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($358.57K), International Assets Investment Management LLC ($270.71K), Sit Investment Associates Inc. ($112.54K), ProVise Management Group LLC ($94.67K), Raymond James Financial Inc. ($84.74K), Wolverine Asset Management LLC ($81.05K), and WealthBridge Capital Management LLC ($70.05K).

How much institutional buying is happening at Invesco Bond Fund?

Institutional investors have bought a total of 1,538,750 shares in the last 24 months. This purchase volume represents approximately $23.56M in transactions.

Which Invesco Bond Fund major shareholders have been selling company stock?

Of the 17 institutional investors that sold Invesco Bond Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($312.65K), Wolverine Asset Management LLC ($50.80K), Hennion & Walsh Asset Management Inc. ($42.16K), 1607 Capital Partners LLC ($34.24K), Ameriprise Financial Inc. ($24.68K), Raymond James & Associates ($19.58K), and Citizens National Bank Trust Department ($17.04K).

How much institutional selling is happening at Invesco Bond Fund?

Institutional investors have sold a total of 538,871 shares in the last 24 months. This volume of shares sold represents approximately $8.58M in transactions.


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This page (NYSE:VBF) was last updated on 2/22/2025 by MarketBeat.com Staff
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