Invesco Bond Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 1.36 M | $20.68 M | 27.57% | 11.94% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 397.72 K | $6.03 M | 34.99% | 3.48% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 382.75 K | $5.78 M | 36.26% | 3.35% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 362.78 K | $5.50 M | -0.49% | 3.18% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 210.31 K | $3.19 M | 3.55% | 1.84% |
| MORGAN STANLEY | 08/13/2026 | 173.16 K | $2.63 M | -16.26% | 1.52% |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 08/10/2026 | 172.03 K | $2.61 M | -9.63% | 1.51% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 158.08 K | $2.40 M | 1.59% | 1.38% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 139.62 K | $2.12 M | 93.84% | 1.22% |
| INVESCO LTD. | 08/14/2026 | 137.61 K | $2.09 M | -10.14% | 1.20% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 125.59 K | $1.90 M | -4.17% | 1.10% |
| FIERA CAPITAL CORP | 08/07/2026 | 106.93 K | $1.62 M | 3.08% | 0.94% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 95.26 K | $1.44 M | 44.31% | 0.83% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 91.93 K | $1.39 M | 100.00% | 0.80% |
| PROVISE MANAGEMENT GROUP, LLC | 08/03/2026 | 90.36 K | $1.37 M | -21.36% | 0.79% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 74.44 K | $1.13 M | -46.79% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 67.48 K | $1.02 M | -0.95% | 0.59% |
| HARA CAPITAL LLC | 08/11/2026 | 61.45 K | $931.63 K | 58.17% | 0.54% |
| LPL FINANCIAL LLC | 08/07/2026 | 58.76 K | $890.85 K | -5.62% | 0.51% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 48.24 K | $731.26 K | -23.38% | 0.42% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 35.96 K | $545.22 K | 0.00% | 0.31% |
| ROYAL BANK OF CANADA | 08/14/2026 | 35.42 K | $537.00 K | -6.55% | 0.31% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 32.77 K | $496.73 K | 2.92% | 0.29% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 30.36 K | $460.26 K | 25.40% | 0.27% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 27.08 K | $410.55 K | 41.34% | 0.24% |
| PETRA FINANCIAL ADVISORS INC | 07/24/2026 | 26.69 K | $404.55 K | 54.16% | 0.23% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 23.39 K | $354.61 K | 0.00% | 0.20% |
| UBS GROUP AG | 08/13/2026 | 23.02 K | $349.00 K | -9.72% | 0.20% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 22.93 K | $347.66 K | 13.40% | 0.20% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 17.92 K | $271.59 K | -20.56% | 0.16% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 13.73 K | $208.07 K | 0.00% | 0.12% |
| STONEX GROUP INC. | 08/12/2026 | 13.68 K | $206.13 K | 100.00% | 0.12% |
| CITADEL ADVISORS LLC | 09/02/2026 | 12.92 K | $195.87 K | 100.00% | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 11.12 K | $168.50 K | -9.21% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 10.62 K | $161.00 K | -47.00% | 0.09% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 4.64 K | $69.90 K | 0.00% | 0.04% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 2.67 K | $40.48 K | 57.06% | 0.02% |
| FIFTH THIRD BANCORP | 08/05/2026 | 2.54 K | $38.48 K | 0.00% | 0.02% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 2.35 K | $35.63 K | 0.00% | 0.02% |
| CITIZENS NATIONAL BANK TRUST DEPARTMENT | 07/22/2026 | 1.15 K | $17.43 K | 0.00% | 0.01% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 750 | $11.37 K | 100.00% | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 08/13/2026 | 666 | $10.00 K | 0.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 513 | $7.78 K | -87.28% | 0.00% |
| PFS PARTNERS, LLC | 07/20/2026 | 360 | $5.46 K | 0.00% | 0.00% |
| CAPE INVESTMENT ADVISORY, INC. | 07/23/2026 | 300 | $4.55 K | 100.00% | 0.00% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 07/16/2026 | 285 | $4.32 K | -46.73% | 0.00% |
| MATHER GROUP, LLC. | 07/27/2026 | 100 | $1.52 K | 0.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 100 | $1.52 K | -88.89% | 0.00% |
| JFS WEALTH ADVISORS, LLC | 07/10/2026 | 54 | $819 | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/13/2026 | 1 | $15 | 0.00% | 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:
SIT INVESTMENT ASSOCIATES INC: 1.36 M
Allspring Global Investments Holdings, LLC: 397,718
JONES FINANCIAL COMPANIES LLLP: 382,749
1607 Capital Partners, LLC: 362,779
GUGGENHEIM CAPITAL LLC: 210,308
MORGAN STANLEY: 173,161
40.90% of Invesco Bond Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.73 M shares in the last 24 months. This purchase volume represents approximately $71.70 M in transactions.