Invesco Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 919.30 K | $14.17 M | 37.13% | 8.05% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 248.72 K | $3.83 M | 7.15% | 2.18% |
| MORGAN STANLEY | 02/13/2026 | 205.03 K | $3.16 M | 2.57% | 1.79% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 195.12 K | $3.01 M | 83.43% | 1.71% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 176.87 K | $2.73 M | -23.05% | 1.55% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 161.27 K | $2.49 M | 1.53% | 1.41% |
| INVESCO LTD. | 02/19/2026 | 156.39 K | $2.41 M | -11.76% | 1.37% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 149.36 K | $2.30 M | 192.01% | 1.31% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 01/21/2026 | 132.41 K | $2.04 M | -3.84% | 1.16% |
| PROVISE MANAGEMENT GROUP, LLC | 01/29/2026 | 120.07 K | $1.85 M | -5.07% | 1.05% |
| FIERA CAPITAL CORP | 02/11/2026 | 108.37 K | $1.67 M | 40.98% | 0.95% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 94.01 K | $1.45 M | 25.65% | 0.82% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 76.56 K | $1.18 M | -14.49% | 0.67% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 70.95 K | $1.09 M | -1.45% | 0.62% |
| CITIGROUP INC | 02/13/2026 | 70.16 K | $1.08 M | 18.20% | 0.61% |
| STONEX GROUP INC. | 02/12/2026 | 56.80 K | $875.24 K | 0.89% | 0.50% |
| UBS GROUP AG | 01/29/2026 | 51.83 K | $798.70 K | -4.54% | 0.45% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 50.16 K | $773.03 K | -0.13% | 0.44% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 35.96 K | $554.21 K | 0.00% | 0.31% |
| ROYAL BANK OF CANADA | 02/17/2026 | 35.55 K | $548.00 K | -1.26% | 0.31% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 30.64 K | $472.12 K | 158.04% | 0.27% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 26.89 K | $414.00 K | -1.97% | 0.24% |
| OAK HARBOR WEALTH PARTNERS, LLC | 02/02/2026 | 26.51 K | $408.58 K | -10.66% | 0.23% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 23.91 K | $368.43 K | -3.05% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 23.51 K | $362.27 K | 24.89% | 0.21% |
| ETHOS FINANCIAL GROUP, LLC | 01/20/2026 | 22.55 K | $347.51 K | -8.49% | 0.20% |
| UHLMANN PRICE SECURITIES, LLC | 01/12/2026 | 18.91 K | $291.43 K | 1.35% | 0.17% |
| UNCOMMON CENTS INVESTING LLC | 01/15/2026 | 18.91 K | $291.40 K | 0.00% | 0.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 12.46 K | $191.96 K | 100.00% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 12.23 K | $188.40 K | -0.96% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 10.90 K | $167.91 K | 100.00% | 0.10% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 10.72 K | $165.15 K | -50.65% | 0.09% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 10.60 K | $163.35 K | 0.00% | 0.09% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 4.64 K | $71.43 K | 100.00% | 0.04% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 2.35 K | $36.21 K | 0.00% | 0.02% |
| CITIZENS NATIONAL BANK TRUST DEPARTMENT | 01/30/2026 | 1.70 K | $26.20 K | 0.00% | 0.01% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 1.70 K | $26.20 K | 0.00% | 0.01% |
| COMERICA BANK | 01/29/2026 | 1.54 K | $23.70 K | 0.00% | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 02/09/2026 | 1.36 K | $21.00 K | 100.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 1.35 K | $20.87 K | 100.00% | 0.01% |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 02/09/2026 | 1.02 K | $15.64 K | 0.00% | 0.01% |
| FIFTH THIRD BANCORP | 02/02/2026 | 1.00 K | $15.41 K | 0.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 900 | $13.87 K | 0.00% | 0.01% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 01/20/2026 | 600 | $9.25 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 513 | $7.90 K | 0.00% | 0.00% |
| IFP ADVISORS, INC | 02/06/2026 | 500 | $7.71 K | -80.86% | 0.00% |
| PFS PARTNERS, LLC | 01/16/2026 | 360 | $5.55 K | 0.00% | 0.00% |
| CAPE INVESTMENT ADVISORY, INC. | 02/17/2026 | 300 | $4.62 K | 0.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/09/2026 | 1 | $15 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
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Invesco Bond Fund institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of Invesco Bond Fund. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 294,626
WOLVERINE ASSET MANAGEMENT LLC: 139,892
WealthBridge Capital Management, LLC: 131,052
MELFA WEALTH MANAGEMENT, LLC: 35,964
RIVERBRIDGE PARTNERS LLC: 31,835
UBS Group AG: 25,500
29.61% of Invesco Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.79 M shares in the last 24 months. This purchase volume represents approximately $57.46 M in transactions.