Invesco BD Fund (VBF): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of VBF (all 13F filers)
- SIT Investment Associates1.4 MType not verified+295 K
- Allspring Global Investments Holdings398 KInvestment firm+103 K
- Jones Financial Companies Lllp383 KWealth adviser+102 K
- 1607 Capital Partners363 KType not verified−1,781
- Guggenheim Capital210 KType not verified+7,204
- Morgan Stanley173 KBank or trading desk−34 K
- Legacy Financial Independent Advisors172 KType not verified−18 K
- Wells Fargo158 KBank or trading desk+2,473
- Karpus Management140 KType not verified+68 K
- Invesco138 KInvestment firm−16 K
- Shares
- 1.4 M
- Change
- +295 K
See more
- Type
- Type not verified
- Value
- $20.7M
- Shares
- 398 K
- Change
- +103 K
See more
- Type
- Investment firm
- Value
- $6.0M
- Shares
- 383 K
- Change
- +102 K
See more
- Type
- Wealth adviser
- Value
- $5.8M
- Shares
- 363 K
- Change
- −1,781
See more
- Type
- Type not verified
- Value
- $5.5M
- Shares
- 210 K
- Change
- +7,204
See more
- Type
- Type not verified
- Value
- $3.2M
- Shares
- 173 K
- Change
- −34 K
See more
- Type
- Bank or trading desk
- Value
- $2.6M
- Legacy Financial Independent Advisors
- Shares
- 172 K
- Change
- −18 K
See more
- Type
- Type not verified
- Value
- $2.6M
- Shares
- 158 K
- Change
- +2,473
See more
- Type
- Bank or trading desk
- Value
- $2.4M
- Shares
- 140 K
- Change
- +68 K
See more
- Type
- Type not verified
- Value
- $2.1M
- Shares
- 138 K
- Change
- −16 K
See more
- Type
- Investment firm
- Value
- $2.1M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- SIT Investment Associates11.2%13G · amendmentfiling ↗Event: May 29, 2026 · filed: Jun 4, 2026
- First Trust Portfolios8.56%13G · amendmentfiling ↗Event: Mar 31, 2026 · filed: Apr 14, 2026
- First Trust Portfolios13.07%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 14, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗