Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO BD FD (VBF)

46 + Investors. Track Smart Money conviction in VBF. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — VBF

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added VBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
46 hedge funds hold VBF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

19 buying19 selling
Last quarter: 19 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 5 → 2 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 20% medium 11% new
32 out of 46 hedge funds have held VBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

9 → 6 → 5 → 2 → 6 new funds/Q
New funds entering each quarter: 6 → 5 → 2 → 6. VBF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 7% 1-2yr 22% new
Of 46 current holders: 33 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
10 of 46 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VBF

How many hedge funds hold VBF — quarterly history vs. share price
Quarterly hedge fund ownership of VBF vs. share price

Market Analysis: VBF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VBF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: VBF
2026 Q1 Stats Unlock in 13 days 46 + Investors

Track Smart Money conviction in VBF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 43 6.98%
13F Shares 3M 3M 15.07%
Total Value $52M $46M 12.4%
New Positions 6 2 +4
Increased Positions 13 21 -8
Closed Positions 3 2 +1
Reduced Positions 16 11 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VBF

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Financial Highlights

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Institutional Holders (2026 Q1)

46 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VBF. Verified SEC 13F-HR filings.

Top 25 institutional holders of VBF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 1.49% 190,361 $2.9M
2 WealthBridge Capital Management, LLC 0.45% 131,052 $2.0M
3 MELFA WEALTH MANAGEMENT, INC. 0.31% 35,964 $539K
4 Uncommon Cents Investing LLC 0.08% 24,210 $363K
5 Ethos Financial Group, LLC 0.03% 22,551 $348K
6 WOLVERINE ASSET MANAGEMENT LLC 0.02% 139,892 $2.1M
7 UHLMANN PRICE SECURITIES, LLC 0.02% 19,159 $287K
8 Noble Wealth Management PBC 0.01% 1,700 $26K
9 RIVERBRIDGE PARTNERS LLC 0.01% 31,835 $478K
10 Allspring Global Investments Holdings, LLC 0.01% 294,626 $4.4M
11 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 4,635 $69K
12 Mutual Advisors, LLC 0.00% 13,725 $206K
13 Citizens National Bank Trust Department 0.00% 1,150 $17K
14 PFS Partners, LLC 0.00% 360 $5K
15 Princeton Global Asset Management LLC 0.00% 535 $8K
16 Annis Gardner Whiting Capital Advisors, LLC 0.00% 455 $7K
17 Janney Montgomery Scott LLC 0.00% 20,044
18 Farther Finance Advisors, LLC 0.00% 2,350 $35K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 12,242 $184K
20 LPL Financial LLC 0.00% 62,265 $934K
21 IFP Advisors, Inc 0.00% 500 $8K
22 HANTZ FINANCIAL SERVICES, INC. 0.00% 666
23 FIFTH THIRD BANCORP 0.00% 2,538 $38K
24 UBS Group AG 0.00% 25,500 $382K
25 MATHER GROUP, LLC. 0.00% 100 $2K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVESCO BD FD (VBF)

What does the Smart Money Trend signal show for VBF?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added VBF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VBF?

Slight buying edge — 50% buying: Last quarter: 19 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VBF holders?

Strong quality — 29% AUM from major funds: 10 of 46 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VBF?

70% of holders stayed for 2+ years: 32 out of 46 hedge funds have held VBF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.