Invesco Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 1.07 M | $16.04 M | 16.29% | 9.36% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 364.56 K | $5.47 M | 144.08% | 3.19% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 294.63 K | $4.42 M | 51.00% | 2.58% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 280.90 K | $4.16 M | 12.94% | 2.46% |
| MORGAN STANLEY | 05/15/2026 | 206.79 K | $3.10 M | 0.86% | 1.81% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 203.10 K | $3.05 M | 14.83% | 1.78% |
| 05/05/2026 | 190.36 K | $2.86 M | 100.00% | 1.67% | |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 155.60 K | $2.33 M | -3.52% | 1.36% |
| INVESCO LTD. | 05/12/2026 | 153.14 K | $2.30 M | -2.08% | 1.34% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 139.89 K | $2.10 M | 48.81% | 1.22% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 04/17/2026 | 131.05 K | $1.97 M | -1.03% | 1.15% |
| PROVISE MANAGEMENT GROUP, LLC | 05/07/2026 | 114.90 K | $1.72 M | -4.31% | 1.01% |
| FIERA CAPITAL CORP | 05/12/2026 | 103.74 K | $1.56 M | -4.27% | 0.91% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 72.03 K | $1.08 M | 100.00% | 0.63% |
| CITIGROUP INC | 05/11/2026 | 70.96 K | $1.06 M | 1.14% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 68.13 K | $1.02 M | -3.97% | 0.60% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 66.02 K | $990.22 K | 31.60% | 0.58% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 62.95 K | $944.30 K | -17.77% | 0.55% |
| LPL FINANCIAL LLC | 05/06/2026 | 62.27 K | $933.97 K | 399.84% | 0.55% |
| HARA CAPITAL LLC | 05/14/2026 | 38.85 K | $582.80 K | 100.00% | 0.34% |
| ROYAL BANK OF CANADA | 05/15/2026 | 37.90 K | $569.00 K | 6.63% | 0.33% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 35.96 K | $539.47 K | 0.00% | 0.31% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 31.84 K | $477.52 K | 3.91% | 0.28% |
| OAK HARBOR WEALTH PARTNERS, LLC | 05/07/2026 | 25.54 K | $383.06 K | -3.68% | 0.22% |
| UBS GROUP AG | 05/05/2026 | 25.50 K | $382.50 K | -50.80% | 0.22% |
| UNCOMMON CENTS INVESTING LLC | 04/15/2026 | 24.21 K | $363.15 K | 28.03% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 23.39 K | $350.88 K | -0.50% | 0.20% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 22.55 K | $347.51 K | 0.00% | 0.20% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 20.22 K | $303.35 K | -15.41% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 20.04 K | $301.00 K | -25.45% | 0.18% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 19.16 K | $287.39 K | 1.30% | 0.17% |
| PETRA FINANCIAL ADVISORS INC | 05/13/2026 | 17.31 K | $259.65 K | 100.00% | 0.15% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 13.73 K | $205.88 K | 100.00% | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 12.24 K | $183.63 K | 0.13% | 0.11% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 4.64 K | $69.39 K | 0.00% | 0.04% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 4.03 K | $60.48 K | 685.96% | 0.04% |
| FIFTH THIRD BANCORP | 05/01/2026 | 2.54 K | $38.07 K | 153.80% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 2.35 K | $35.18 K | 0.00% | 0.02% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 1.70 K | $25.50 K | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 1.35 K | $20.31 K | 0.00% | 0.01% |
| CITIZENS NATIONAL BANK TRUST DEPARTMENT | 05/04/2026 | 1.15 K | $17.25 K | -32.35% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 900 | $13.50 K | 0.00% | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 05/01/2026 | 666 | $10.00 K | -51.14% | 0.01% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 04/22/2026 | 535 | $8.03 K | -10.83% | 0.00% |
| IFP ADVISORS, INC | 04/13/2026 | 500 | $7.50 K | 0.00% | 0.00% |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 05/06/2026 | 455 | $6.83 K | -55.17% | 0.00% |
| PFS PARTNERS, LLC | 04/09/2026 | 360 | $5.40 K | 0.00% | 0.00% |
| MATHER GROUP, LLC. | 04/13/2026 | 100 | $1.50 K | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 05/15/2026 | 1 | $15 | 0.00% | 0.00% |
| STONEX GROUP INC. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco Bond Fund institutional Ownership - FAQ's
During the previous two years, 64 institutional investors and hedge funds held shares of Invesco Bond Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 1.07 M
1607 Capital Partners, LLC: 364,560
Allspring Global Investments Holdings, LLC: 294,626
JONES FINANCIAL COMPANIES LLLP: 280,904
MORGAN STANLEY: 206,790
GUGGENHEIM CAPITAL LLC: 203,104
36.76% of Invesco Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.07 M shares in the last 24 months. This purchase volume represents approximately $61.65 M in transactions.