Invesco Bond Fund
VBF • XNYS
Invesco Bond Fund is a publicly traded company on XNYS. As of Q3 2025, 40 institutional investors hold shares in this company, with total holdings valued at $34.6M. JONES FINANCIAL COMPANIES LLLP is the largest holder with a position valued at $3.7M.
Overview
Overview of institutional ownership in VBF as of Q3 2025
All Institutions
- Institutions
- 40
- Value Held
- $34.6M
- Shares Held
- 2.2M
- Avg Position
- $865.4K
- Median Position
- $389.0K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $2.3M
- Shares Held
- 147.7K
- Avg Position
- $776.8K
- Median Position
- $807.1K
Biggest Investors
Institutions with the largest positions in VBF as of Q3 2025
| Institution | Position Value |
|---|---|
J JONES FINANCIAL COMPANIES LLLP Institution | $3.7M 0.00% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $3.6M 0.03% of portfolio |
 MORGAN STANLEY RIA/Wealth | $3.2M 0.00% of portfolio |
 Invesco Ltd. ETF Provider | $2.8M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $2.5M 0.00% of portfolio |
 WealthBridge Capital Management, LLC RIA/Wealth | $2.2M 0.51% of portfolio |
 ProVise Management Group, LLC RIA/Wealth | $2.0M 0.15% of portfolio |
 Allspring Global Investments Holdings, LLC Long Only Manager | $1.7M 0.00% of portfolio |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $1.4M 0.05% of portfolio |
F Fiera Capital Corp Institution | $1.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for VBF in Q3 2025
- Traded
- +$1.7M
- Buyers
- 21
- Sellers
- 11
- Total Bought
- +$2.6M
- Total Sold
- −$843.4K
- Avg Position
- $805.1K
Biggest Buyers
| Institution | Net Bought |
|---|---|
G GUGGENHEIM CAPITAL LLC Institution | +$778.9K +49.4K shares |
Allspring Global Investments Holdings, LLC Long Only Manager | +$320.5K +20.3K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$301.6K +19.1K shares |
 Mutual Advisors, LLC RIA/Wealth | +$195.9K +12.5K shares |
F Fiera Capital Corp Institution | +$172.3K +10.9K shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$149.7K +9.5K shares |
 MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | +$142.0K +9.0K shares |
WealthBridge Capital Management, LLC RIA/Wealth | +$117.2K +7.4K shares |
 CITIGROUP INC Institution | +$112.1K +7.1K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$99.9K +6.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 UBS Group AG Institution | −$448.5K −28.4K shares |
WELLS FARGO & COMPANY/MN Institution | −$204.0K −12.9K shares |
 Ethos Financial Group, LLC RIA/Wealth | −$72.4K −4.6K shares |
 AMERIPRISE FINANCIAL INC Institution | −$29.2K −1.9K shares |
ProVise Management Group, LLC RIA/Wealth | −$27.6K −1.8K shares |
C Citizens National Bank Trust Department Institution | −$23.7K −1.5K shares |
MORGAN STANLEY RIA/Wealth | −$19.5K −1.2K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$7.7K −500.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$5.8K −367.0 shares |
 Goss Wealth Management LLC RIA/Wealth | −$4.3K −273.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited VBF in Q3 2025
- New Positions
- 2
- New Value
- $195.9K
- Exited Positions
- 2
- Exited Value
- $7.7K
New Positions
| Institution | Position Value |
|---|---|
Mutual Advisors, LLC RIA/Wealth | $195.9K 12.5K shares |
V Virtu Financial LLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ameritas Advisory Services, LLC RIA/Wealth | $7.7K 500.0 shares |
V Virtu Financial LLC Institution | - 16.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in VBF as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with VBF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
WealthBridge Capital Management, LLC RIA/Wealth | 0.51% $2.2M |
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth | 0.33% $567.5K |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | 0.18% $294.5K |
ProVise Management Group, LLC RIA/Wealth | 0.15% $2.0M |
 OAK HARBOR WEALTH PARTNERS, LLC RIA/Wealth | 0.12% $468.3K |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.08% $1.2M |
 Uncommon Cents Investing LLC RIA/Wealth | 0.07% $298.4K |
 1607 Capital Partners, LLC Hedge Fund•Sector | 0.06% $807.1K |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.05% $1.4M |
 INTL FCSTONE INC. Institution | 0.04% $888.3K |
Hedge Fund Spotlight
Discover hedge funds investing in VBF
WOLVERINE ASSET MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerChristopher Lazarus Gust
- Portfolio Value
- $1.5B
- Positions
- 859
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco Bond Fund
- Market Value
- $1.2M
- Shares Held
- 74.8K
- Portfolio Weight
- 0.08%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Medical - Healthcare Information Services Healthcare | $56.2M | 3.82% | |
ETF ETF | $36.0M | 2.45% | |
Unknown Unknown | $26.9M | 1.83% |
