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Invesco Senior Income Trust

115 hedge funds and large institutions have $327M invested in Invesco Senior Income Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $318M → $327M (+$8.25M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

1.43% less ownership

Funds ownership: 52.18%50.75% (-1.4%)

4% less funds holding

Funds holding: 120115 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
115
Holders Change
-5
Holders Change %
-4.17%
% of All Funds
2.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
13
Increased
30
Reduced
33
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.01M +$19.6K +4,722 +2%
DAS
27
Dynamic Advisor Solutions
Arizona
$964K +$788K +189,987 +480%
RJA
28
Raymond James & Associates
Florida
$903K -$489K -117,907 -35%
PAS
29
Park Avenue Securities
New York
$865K +$25K +6,032 +3%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$794K +$28.3K +6,820 +4%
MIC
31
Meridian Investment Counsel
California
$620K -$12.3K -2,972 -2%
DWT
32
Dorsey & Whitney Trust
South Dakota
$592K
SWM
33
SeaCrest Wealth Management
New York
$541K
Osaic Holdings
34
Osaic Holdings
Arizona
$540K -$113K -27,158 -17%
FFA
35
First Foundation Advisors
California
$414K -$59.1K -14,246 -13%
BO
36
Bank OZK
Arkansas
$378K
SFS
37
Shaker Financial Services
Virginia
$348K -$179K -43,131 -34%
VAG
38
VisionPoint Advisory Group
Texas
$330K +$149K +35,798 +84%
VEA
39
Virtus ETF Advisers
New York
$303K +$30.7K +7,406 +11%
QC
40
Quantedge Capital
Singapore
$277K -$1.34M -323,539 -83%
FEG
41
Financial Enhancement Group
Indiana
$272K -$281K -67,705 -51%
WCMNY
42
Westchester Capital Management (New York)
New York
$271K
CFB
43
Cullen/Frost Bankers
Texas
$259K
KAS
44
Kestra Advisory Services
Texas
$242K -$1.39K -336 -0.6%
PAG
45
Private Advisor Group
New Jersey
$222K +$46.6K +11,221 +27%
GC
46
Guggenheim Capital
Illinois
$205K -$51.1K -12,322 -20%
JIP
47
Jaffetilchin Investment Partners
Florida
$205K +$23.7K +5,722 +13%
UCFA
48
United Capital Financial Advisors
Texas
$202K -$8.75K -2,110 -4%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$198K -$15.3K -3,685 -7%
BRWA
50
B. Riley Wealth Advisors
Florida
$198K +$4.15K +1,000 +2%

VVR Hedge Fund Activity: Q1 2021 in Review

115 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q1 2021, worth a combined $327M — up 2.6% from $318M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VVR and 13 opened new positions — a net loss of 4 holders — while 33 trimmed existing stakes and 30 added.

The largest buyer was Beach Point Capital Management, opening a new position worth an estimated $14M. The largest seller was Bramshill Investments, cutting an estimated $5.61M.

  • 115 institutional investors held Invesco Senior Income Trust (VVR) as of Q1 2021, down from 120 in Q4 2020.
  • Funds reported $327M of Invesco Senior Income Trust stock for Q1 2021, up 2.6% quarter-over-quarter.
  • 13 funds opened new Invesco Senior Income Trust positions in Q1 2021 and 17 closed out, a net change of -4 holders.
  • The largest Invesco Senior Income Trust buyer in Q1 2021 was Beach Point Capital Management, an estimated $14M added.
  • The largest Invesco Senior Income Trust seller in Q1 2021 was Bramshill Investments, an estimated $5.61M sold.

Based on aggregated 13F filings for Q1 2021.