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Invesco Bond Fund (VBF) Institutional Ownership

Invesco Bond Fund logo
$15.02 +0.04 (+0.23%)
As of 11:33 AM Eastern
This is a fair market value price provided by Massive. 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)
25
Total
Institutional Inflows
(last 12 months)
$15.94M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$3.03M
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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
5/19/2026 Bank of America Corp DE68,133$1.02M0.0%-4.0%0.598%
5/18/2026 Royal Bank of Canada37,903$569K0.0%+6.6%0.332%
5/13/2026 Petra 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%
4/22/2026 Janney 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%
2/25/2026 Sit Investment Associates Inc.919,298$14.17M0.3%+37.1%0.000%
2/19/2026 Invesco Ltd.156,392$2.41M0.0%-11.8%0.000%
2/18/2026 1607 Capital Partners LLC149,362$2.30M0.2%+192.0%0.000%
2/17/2026 Guggenheim Capital LLC176,873$2.73M0.0%-23.1%0.000%
2/17/2026 Osaic 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%
2/13/2026 Wells Fargo & Company MN161,274$2.49M0.0%+1.5%0.000%
2/12/2026 Sit 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%
1/20/2026 Ethos Financial Group LLC22,551$348K0.0%-8.5%0.000%
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%
11/17/2025 Ameriprise 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%
11/4/2025 Jones Financial Companies Lllp232,134$3.66M0.0%+2.8%0.000%
11/4/2025 Mutual 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%
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10/23/2025 Citizens National Bank Trust Department1,700$27K0.0%-46.9%0.000%
10/23/2025 Ethos 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%
9/4/2025 Osaic Holdings Inc.18,159$280K0.0%+3.9%0.000%
8/15/2025 Bank of America Corp DE72,361$1.12M0.0%+4.9%0.000%
8/15/2025 Ameriprise Financial Inc.26,511$409K0.0%-12.4%0.000%
8/14/2025 Raymond James Financial Inc.50,174$775K0.0%+33.1%0.000%
8/13/2025 Guggenheim Capital LLC180,501$2.79M0.0%-9.0%0.000%
8/13/2025 Invesco 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%
7/17/2025 Janney 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%
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%
2/6/2025Jones Financial Companies Lllp141,398$2.18M0.0%+39.3%1.238%
2/5/2025Whipplewood Advisors LLC57,323$884K0.5%N/A0.502%
2/3/2025Wolverine Asset Management LLC22,723$351K0.0%N/A0.199%
2/3/2025WealthBridge Capital Management LLC116,042$1.79M0.5%+23.8%1.016%
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1/29/2025Allspring Global Investments Holdings LLC86,063$1.33M0.0%-27.7%0.754%
1/15/2025Hennion & Walsh Asset Management Inc.69,949$1.08M0.0%-35.0%0.613%
11/6/2024Oak Harbor Wealth Partners LLC42,576$724K0.2%+2.6%0.373%
11/1/2024Fiera Capital Corp66,447$1.13M0.0%-4.4%0.582%
10/23/2024Hennion & Walsh Asset Management Inc.107,593$1.83M0.1%-2.9%0.942%
10/22/2024International Assets Investment Management LLC100,359$1.71M0.0%+1,545.2%0.879%
10/19/2024Allspring Global Investments Holdings LLC119,012$2.02M0.0%-60.1%1.042%
10/7/2024WealthBridge Capital Management LLC93,758$1.60M0.5%+41.3%0.821%
8/12/2024ProVise Management Group LLC98,845$1.59M0.1%+5.6%0.866%
7/30/2024International Assets Investment Management LLC6,100$98K0.0%N/A0.053%


VBF Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 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 ($4.42M), Jones Financial Companies Lllp ($3.66M), Guggenheim Capital LLC ($2.73M), Wells Fargo & Company MN ($2.49M), Invesco Ltd. ($2.41M), and 1607 Capital Partners LLC ($2.30M).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 36 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 ($208.56K), 1607 Capital Partners LLC ($108.51K), International Assets Investment Management LLC ($104.99K), Raymond James Financial Inc. ($97.22K), Wolverine Asset Management LLC ($96.68K), and WealthBridge Capital Management LLC ($71.35K).

Institutional investors have bought a total of 1,034,303 shares in the last 24 months. This purchase volume represents approximately $15.94M in transactions.

Of the 17 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 ($70.89K), UBS Group AG ($28.42K), Invesco Ltd. ($22.01K), Hennion & Walsh Asset Management Inc. ($12.98K), Landscape Capital Management L.L.C. ($11.00K), Janney Montgomery Scott LLC ($8.87K), and ProVise Management Group LLC ($8.17K).

Institutional investors have sold a total of 195,550 shares in the last 24 months. This volume of shares sold represents approximately $3.03M in transactions.


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This page (NYSE:VBF) was last updated on 6/16/2026 by MarketBeat.com Staff.
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