Invesco Bond Fund - Common (VBF)

CUSIP: 46132L107

Q4 2016 13F Holders as of 31 Dec 2016

Type / Class
Equity / Common
Shares outstanding
11,420,292
Total 13F shares
2,292,528
Share change
+46,766
Total reported value
$42,391,944
Price per share
$18.49
Number of holders
32
Value change
+$877,082
Number of buys
14
Number of sells
7

Quarterly Holders Quick Answers

What is CUSIP 46132L107?
CUSIP 46132L107 identifies VBF - Invesco Bond Fund - Common in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of VBF - Invesco Bond Fund - Common (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
WELLS FARGO & COMPANY/MN
13F
Company
5.5%
629,629
$12,184,000 30 Sep 2016
13F
Karpus Management, Inc.
13F
Company
3.9%
443,748
$8,587,000 30 Sep 2016
13F
SIT INVESTMENT ASSOCIATES INC
13F
Company
3.4%
390,446
$7,555,000 30 Sep 2016
13F
MORGAN STANLEY
13F
Company
2.1%
243,462
$4,711,000 30 Sep 2016
13F
BANK OF AMERICA CORP /DE/
13F
Company
1.6%
184,176
$3,564,000 30 Sep 2016
13F
Invesco Ltd.
13F
Company
1%
115,610
$2,237,000 30 Sep 2016
13F
SeaBridge Investment Advisors LLC
13F
Company
0.71%
81,470
$1,576,000 30 Sep 2016
13F
RAYMOND JAMES & ASSOCIATES
13F
Company
0.25%
29,024
$562,000 30 Sep 2016
13F
Sigma Planning Corp
13F
Company
0.24%
27,444
$531,000 30 Sep 2016
13F
UBS Group AG
13F
Company
0.16%
18,463
$357,000 30 Sep 2016
13F
SII INVESTMENTS INC/WI
13F
Company
0.12%
14,205
$275,000 30 Sep 2016
13F
GUGGENHEIM CAPITAL LLC
13F
Company
0.12%
13,932
$270,000 30 Sep 2016
13F
Gilman Hill Asset Management, LLC
13F
Company
0.11%
12,000
$232,000 30 Sep 2016
13F
Raymond James Financial Services Advisors, Inc.
13F
Company
0.1%
10,880
$211,000 30 Sep 2016
13F
BLB&B Advisors, LLC
13F
Company
0.09%
10,790
$209,000 30 Sep 2016
13F
ROYAL BANK OF CANADA
13F
Company
0.05%
5,593
$108,000 30 Sep 2016
13F
First Horizon Advisors, Inc.
13F
Company
0.04%
4,000
$77,000 30 Sep 2016
13F
PNC FINANCIAL SERVICES GROUP, INC.
13F
Company
0.02%
2,525
$48,000 30 Sep 2016
13F
ENTERPRISE FINANCIAL SERVICES CORP
13F
Company
0.02%
2,000
$39,000 30 Sep 2016
13F
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
13F
Company
0.01%
1,137
$22,000 30 Sep 2016
13F
IFP Advisors, Inc
13F
Company
0.01%
1,050
$20,000 30 Sep 2016
13F
LADENBURG THALMANN FINANCIAL SERVICES INC.
13F
Company
0.01%
962
$19,000 30 Sep 2016
13F
Advisor Group, Inc.
13F
Company
0.01%
800
$15,000 30 Sep 2016
13F
Lenox Wealth Advisors, LLC
13F
Company
0.01%
772
$15,000 30 Sep 2016
13F
Winslow, Evans & Crocker, Inc.
13F
Company
0.01%
700
$13,546 30 Sep 2016
13F
CENTRAL TRUST Co
13F
Company
0%
282
$5,000 30 Sep 2016
13F
D'Orazio & Associates, Inc.
13F
Company
0%
248
$4,000 30 Sep 2016
13F
NEXT Financial Group, Inc
13F
Company
0%
200
$4,000 30 Sep 2016
13F
Penserra Capital Management LLC
13F
Company
0%
162
$3,000 30 Sep 2016
13F
Creative Planning
13F
Company
0%
120
$2,000 30 Sep 2016
13F
Advisory Services Network, LLC
13F
Company
0%
92
$2,000 30 Sep 2016
13F

Institutional Holders of Invesco Bond Fund - Common (VBF) as of Q4 2016

As of 31 Dec 2016, Invesco Bond Fund - Common (VBF) was held by 32 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,292,528 shares. The largest 10 holders included WELLS FARGO & COMPANY/MN, SIT INVESTMENT ASSOCIATES INC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Karpus Management, Inc., RAYMOND JAMES & ASSOCIATES, Invesco Ltd., SeaBridge Investment Advisors LLC, LANDSCAPE CAPITAL MANAGEMENT, L.L.C., and Sigma Planning Corp. This page lists 32 institutional shareholders reporting positions in this security for the Q4 2016 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2016 vs Q3 2016 Across Filers

Q3 2016 holders
31
Q4 2016 holders
32
Holder diff
1
Investor Q3 2016 Shares Q4 2016 Shares Share Diff Share Chg % Q3 2016 Value $ Q4 2016 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.