Institutional Ownership
Invesco Bd Fd
CUSIP 46132L107COMVBFQ1 2026
13D / 13G Filings
23
Schedule 13D/13G on record
Beneficial Filers
5
Distinct reporting persons
Largest Stake
24.3%
Max % of class reported
Institutional Holders
48
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
23 filings · latest Jan 14, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 14, 2026 | First Trust Portfolios L.P. | 13G/A | 13.1% | 1.49M | SEC |
| 2 | Oct 17, 2025 | First Trust Portfolios L.P. | 13G/A | 16.6% | 1.90M | SEC |
| 3 | Oct 2, 2025 | Sit Investment Associates, Inc. | 13G | 11.0% | 670.4K | SEC |
| 4 | Apr 16, 2025 | First Trust Portfolios L.P. | 13G/A | 20.2% | 2.30M | SEC |
| 5 | Jan 17, 2025 | First Trust Portfolios L.P. | 13G/A | 22.6% | 2.59M | SEC |
| 6 | Nov 14, 2024 | 1607 Capital Partners, LLC | 13G/A | — | — | SEC |
| 7 | Oct 7, 2024 | First Trust Portfolios LP | 13G/A | 24.3% | 2.77M | SEC |
| 8 | Aug 14, 2024 | Sit Investment Associates Inc | 13G/A | 3.9% | 439.8K | SEC |
| 9 | Jul 12, 2024 | First Trust Portfolios LP | 13G/A | 19.0% | 2.17M | SEC |
| 10 | Jun 7, 2024 | First Trust Portfolios LP | 13G/A | 17.6% | 2.02M | SEC |
13 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Invesco Bd Fd.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 364.6K | $5.47M |
| 2 | Allspring Global Investments Holdings, LLC | 294.6K | $4.42M |
| 3 | Jones Financial Companies Lllp | 280.9K | $4.16M |
| 4 | Morgan Stanley | 206.8K | $3.10M |
| 5 | Guggenheim Capital LLC | 203.1K | $3.05M |
| 6 | Legacy Financial Independent Advisors LLC | 190.4K | $2.86M |
| 7 | Wells Fargo & Company/Mn | 155.6K | $2.33M |
| 8 | Invesco Ltd. | 153.1K | $2.30M |
| 9 | Wolverine Asset Management LLC | 139.9K | $2.10M |
| 10 | Wealthbridge Capital Management, LLC | 131.1K | $1.97M |