Free Trial
→ The investigation Porter spent tens of thousands to document (From Porter & Company) (Ad)tc pixel Free VBF Stock Alerts

Invesco Bond Fund (VBF) Institutional Ownership

Invesco Bond Fund logo
$14.38 -0.06 (-0.38%)
As of 10:37 AM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco Bond Fund (NYSE:VBF)

Current
Institutional Ownership
Percentage
43.73%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$16.84M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.38M
Get VBF Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Bond Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VBF Institutional Buying and Selling by Quarter

Invesco Bond Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/6/2026 ProVise Management Group LLC89,313$1.27M0.1%-1.2%0.784%
11/5/2026 Riverbridge Partners LLC33,769$479K0.0%+3.1%0.296%
11/4/2026 Allspring Global Investments Holdings LLC424,469$6.02M0.0%+6.7%3.723%
11/3/2026 Uhlmann Price Securities LLC28,181$400K0.0%+4.1%0.247%
11/2/2026 Legacy Financial Independent Advisors LLC175,115$2.48M1.2%+1.8%1.536%
11/2/2026 Kestra Advisory Services LLC90,813$1.29M0.0%-1.2%0.797%
11/2/2026 Commonwealth Equity Services LLC14,387$204K0.0%+29.4%0.126%
10/21/2026 Uncommon Cents Investing Inc29,560$419K0.1%-2.6%0.259%
10/19/2026 Arkfeld Wealth Strategies L.L.C.22,545$318K0.1%N/A0.198%
10/16/2026 WealthBridge Capital Management LLC114,856$1.63M0.3%-8.5%1.008%
8/17/2026Bank of America Corp DE67,483$1.02M0.0%N/A0.592%
8/11/2026 Hara Capital LLC61,453$932K0.5%N/A0.539%
7/9/2026 Hennion & Walsh Asset Management Inc.48,236$731K0.0%-23.4%0.423%
7/1/2026 Noble Wealth Management PBC2,670$40K0.0%+57.1%0.023%
5/19/2026Bank of America Corp DE68,133$1.02M0.0%-4.0%0.598%
5/18/2026Royal Bank of Canada37,903$569K0.0%+6.6%0.332%
5/13/2026Petra Financial Advisors Inc.17,310$260K0.2%N/A0.152%
5/8/2026 PNC Financial Services Group Inc.4,032$60K0.0%+686.0%0.035%
5/6/2026 Allspring Global Investments Holdings LLC294,626$4.42M0.0%+51.0%2.584%
5/1/2026 Fifth Third Bancorp2,538$38K0.0%+153.8%0.022%
4/22/2026Janney Montgomery Scott LLC20,044$301K0.0%-25.5%0.176%
4/18/2026 Riverbridge Partners LLC31,835$478K0.0%+3.9%0.279%
4/17/2026 WealthBridge Capital Management LLC131,052$1.97M0.5%-1.0%1.150%
2/25/2026Sit Investment Associates Inc.919,298$14.17M0.3%+37.1%0.000%
2/19/2026Invesco Ltd.156,392$2.41M0.0%-11.8%0.000%
2/18/20261607 Capital Partners LLC149,362$2.30M0.2%+192.0%0.000%
2/17/2026Guggenheim Capital LLC176,873$2.73M0.0%-23.1%0.000%
2/17/2026Osaic Holdings Inc.23,510$362K0.0%+24.9%0.000%
2/16/2026 Landscape Capital Management L.L.C.10,717$165K0.0%-50.6%0.000%
2/13/2026Wells Fargo & Company MN161,274$2.49M0.0%+1.5%0.000%
2/12/2026Sit Investment Associates Inc.919,298$14.17M0.3%+37.1%0.000%
2/11/2026 LPL Financial LLC12,457$192K0.0%N/A0.000%
2/11/2026 Fiera Capital Corp108,368$1.67M0.0%+41.0%0.000%
2/3/2026 International Assets Investment Management LLC4,635$71K0.0%N/A0.000%
2/2/2026 Wolverine Asset Management LLC94,006$1.45M0.0%+25.7%0.000%
2/2/2026 Oak Harbor Wealth Partners LLC26,514$409K0.1%-10.7%0.000%
1/29/2026 ProVise Management Group LLC120,073$1.85M0.1%-5.1%0.000%
1/26/2026 Shaker Financial Services LLC10,896$168K0.1%N/A0.000%
1/21/2026 WealthBridge Capital Management LLC132,414$2.04M0.5%-3.8%0.000%
1/20/2026Ethos Financial Group LLC22,551$348K0.0%-8.5%0.000%
My next big call (under $1) (Ad)

17,556% on KDA. 3,900% on PRE. 2,650% on OCEAN. Every single one of these was recommended to our community before the big move happened. Now, I'm making my next big call. It's a coin under $1.00 that most investors have never heard of. But the world's largest bank is already building on it. It has a deflationary burn mechanism tied directly to institutional usage. With Bitcoin well off its highs and fear still hanging over the market, this is the exact environment where my biggest winners have been found.tc pixel

Click to see my #1 pick.
1/15/2026 Allspring Global Investments Holdings LLC195,123$3.01M0.0%+83.4%0.000%
1/14/2026 Hennion & Walsh Asset Management Inc.76,556$1.18M0.0%-14.5%0.000%
1/13/2026 Riverbridge Partners LLC30,637$472K0.0%+158.0%0.000%
11/17/2025Ameriprise Financial Inc.24,660$389K0.0%-7.0%0.000%
11/13/2025 Landscape Capital Management L.L.C.21,716$343K0.0%+12.0%0.000%
11/13/2025 UBS Group AG54,294$857K0.0%-34.4%0.000%
11/13/2025 ProVise Management Group LLC126,489$2.00M0.1%-1.4%0.000%
11/7/2025 Fiera Capital Corp76,867$1.21M0.0%+16.6%0.000%
11/7/2025 WealthBridge Capital Management LLC137,698$2.17M0.5%+5.7%0.000%
11/7/2025 Uhlmann Price Securities LLC18,662$295K0.2%+8.4%0.000%
11/4/2025Jones Financial Companies Lllp232,134$3.66M0.0%+2.8%0.000%
11/4/2025Mutual Advisors LLC12,495$196K0.0%N/A0.000%
10/28/2025 Wolverine Asset Management LLC74,815$1.18M0.0%+14.5%0.000%
10/28/2025 Melfa Wealth Management Inc.35,964$568K0.3%+33.4%0.000%
10/23/2025 Citizens National Bank Trust Department1,700$27K0.0%-46.9%0.000%
10/23/2025Ethos Financial Group LLC24,643$389K0.0%-15.7%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.89,532$1.41M0.1%+27.1%0.000%
10/20/2025 Allspring Global Investments Holdings LLC106,375$1.68M0.0%+23.6%0.000%
10/14/2025 Farther Finance Advisors LLC2,350$37K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.18,159$280K0.0%+3.9%0.000%
8/15/2025Bank of America Corp DE72,361$1.12M0.0%+4.9%0.000%
8/15/2025Ameriprise Financial Inc.26,511$409K0.0%-12.4%0.000%
8/14/2025Raymond James Financial Inc.50,174$775K0.0%+33.1%0.000%
8/13/2025Guggenheim Capital LLC180,501$2.79M0.0%-9.0%0.000%
8/13/2025Invesco Ltd.174,298$2.69M0.0%-0.7%0.000%
8/12/2025 WealthBridge Capital Management LLC130,268$2.01M0.5%+1.3%0.000%
8/4/2025 Wolverine Asset Management LLC65,327$1.01M0.0%-3.9%0.000%
7/29/2025 Uhlmann Price Securities LLC17,209$266K0.2%-5.3%0.000%
7/24/2025 IFP Advisors Inc2,585$40K0.0%-43.3%0.000%
7/17/2025Janney Montgomery Scott LLC29,217$451K0.0%-6.5%0.000%
7/17/2025 Uncommon Cents Investing LLC18,910$292K0.1%-6.0%0.000%
5/16/2025Jones Financial Companies Lllp2,718$42K0.0%-98.1%0.024%
5/16/20251607 Capital Partners LLC10,300$159K0.0%N/A0.090%
5/15/2025Royal Bank of Canada35,461$548K0.0%-10.6%0.311%
5/15/2025Landscape Capital Management L.L.C.16,804$260K0.0%N/A0.147%
5/13/2025SFI Advisors LLC37,289$576K0.4%+82.4%0.327%
5/13/2025Ethos Financial Group LLC29,432$455K0.0%N/A0.258%
5/13/2025Sit Investment Associates Inc.382,991$5.92M0.1%+12.6%3.354%
5/12/2025Invesco Ltd.175,466$2.71M0.0%+19.2%1.537%
5/12/2025Wolverine Asset Management LLC67,999$1.05M0.0%+199.3%0.596%
5/8/2025ProVise Management Group LLC132,181$2.04M0.2%+1.1%1.158%
5/5/2025IFP Advisors Inc4,557$70K0.0%-30.2%0.040%
4/25/2025WealthBridge Capital Management LLC128,539$1.99M0.6%+10.8%1.126%
4/21/2025Riverbridge Partners LLC11,469$177K0.0%N/A0.100%
4/17/2025Janney Montgomery Scott LLC31,242$483K0.0%+11.3%0.274%
4/15/2025Noble Wealth Management PBC1,700$26K0.0%N/A0.015%
4/10/2025Hennion & Walsh Asset Management Inc.42,174$652K0.0%-39.7%0.369%
2/17/2025Bank of America Corp DE72,486$1.12M0.0%-4.7%0.635%
2/17/2025Ameriprise Financial Inc.31,178$481K0.0%-44.2%0.273%
2/13/2025Guggenheim Capital LLC235,663$3.64M0.0%+27.6%2.064%
Trump’s EO to send this $5 stock ripping higher…? (Ad)

President Trump's December executive order declared space a national security and economic priority, fueling a race among SpaceX, Blue Origin, and others to build massive satellite constellations. One tiny firm holds the patented tech required to transmit satellite data to Earth at scale - and it reportedly powers SpaceX's most profitable division. Shares trade for under 5 dollars. Former JPMorgan wealth manager Ross Givens says it's the most uniquely positioned stock he's seen in 20 years of trading.tc pixel

Get the full free report on this overlooked space stock now
2/13/2025Raymond James Financial Inc.42,369$654K0.0%N/A0.371%
2/13/2025Invesco Ltd.147,188$2.27M0.0%+15.0%1.289%
2/13/2025Sit Investment Associates Inc.340,133$5.25M0.1%+27.2%2.978%
2/13/2025Wells Fargo & Company MN177,982$2.75M0.0%-2.7%1.559%
2/12/2025StoneX Group Inc.54,390$839K0.1%N/A0.476%
2/11/2025LPL Financial LLC39,835$615K0.0%-10.2%0.349%
2/11/2025ProVise Management Group LLC130,724$2.02M0.2%+17.2%1.145%
2/10/2025Commonwealth Equity Services LLC16,165$249K0.0%-8.1%0.142%
2/7/2025Oak Harbor Wealth Partners LLC41,821$645K0.2%-1.8%0.366%
2/6/2025Raymond James Financial Inc.42,369$654K0.0%N/A0.371%


VBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of Invesco Bond Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($14.17M), Allspring Global Investments Holdings LLC ($6.02M), Jones Financial Companies Lllp ($3.66M), Guggenheim Capital LLC ($2.73M), Wells Fargo & Company MN ($2.49M), Legacy Financial Independent Advisors LLC ($2.48M), and Invesco Ltd. ($2.41M).Learn more on Invesco Bond Fund's institutional investors.

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

Of the 38 institutional investors that purchased Invesco Bond Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($613.41K), Allspring Global Investments Holdings LLC ($235.31K), 1607 Capital Partners LLC ($108.51K), Raymond James Financial Inc. ($97.22K), Wolverine Asset Management LLC ($96.68K), Bank of America Corp DE ($70.87K), and Hara Capital LLC ($61.45K).

Institutional investors have bought a total of 1,102,448 shares in the last 24 months. This purchase volume represents approximately $16.84M in transactions.

Of the 13 institutional investors that sold Invesco Bond Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($52.99K), Hennion & Walsh Asset Management Inc. ($27.69K), Invesco Ltd. ($20.84K), WealthBridge Capital Management LLC ($17.38K), Landscape Capital Management L.L.C. ($11.00K), ProVise Management Group LLC ($7.47K), and Janney Montgomery Scott LLC ($6.84K).

Institutional investors have sold a total of 156,046 shares in the last 24 months. This volume of shares sold represents approximately $2.38M in transactions.


Related Companies

Institutional ownership data for NYSE:VBF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/6/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
Trump compared today's market to 1929
President Trump warned of a 1929-style depression if Democrats won control of Congress. On November 3, they di...
USA Capital Gold | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
URGENT: If you own a home, please review the map below.
More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards...
Paradigm Press | Sponsoredtc pixel
Uranium Mine Flood That Sparked a 2006 Price Surge Returns
In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel