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Invesco Senior Income Trust
VVR

128 hedge funds and large institutions have $158M invested in Invesco Senior Income Trust in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

37% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 27

4% more funds holding

Funds holding: 123 → 128 (+5)

0.87% more ownership

Funds ownership: 25.26% → 26.13% (+0.87%)

0% more capital invested

Capital invested by funds: $158M → $158M (+$637K)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
128
Holders Change
+5
Holders Change %
+4.07%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
25
Increased
37
Reduced
27
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$2.58M
2
S4W
Solutions 4 Wealth
Texas
+$1.74M
3
RAM
Readystate Asset Management
Illinois
+$1.34M
4
UBS Group
UBS Group
Switzerland
+$1.2M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.14M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.02M
2
AAM
Advisors Asset Management
Colorado
-$937K
3
Millennium Management
Millennium Management
New York
-$756K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$702K
5
VF
Virtu Financial
New York
-$693K
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$833K -$14.2K -3,609 -2%
LCM
27
Landscape Capital Management
New Jersey
$740K +$738K +187,378 New
TWC
28
TD Waterhouse Canada
Ontario, Canada
$691K +$19.7K +5,000 +3%
CPA
29
Cardiff Park Advisors
California
$691K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$688K +$165K +42,007 +32%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$673K -$132K -33,486 -16%
FFWM
32
Future Financial Wealth Management
Ohio
$668K -$247K -62,761 -27%
MWM
33
Modera Wealth Management
New Jersey
$550K – – –
CIA
34
Concurrent Investment Advisors
Florida
$433K -$9.31K -2,363 -2%
Truist Financial
35
Truist Financial
North Carolina
$426K -$19.4K -4,935 -4%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$391K -$113K -28,674 -22%
Stifel Financial
37
Stifel Financial
Missouri
$386K +$2.57K +653 +0.7%
EAM
38
Everstar Asset Management
North Carolina
$360K -$26.4K -6,700 -7%
CIA
39
Capital Investment Advisors
Georgia
$350K -$14.5K -3,687 -4%
IIM
40
Illumine Investment Management
Washington
$325K +$324K +82,307 New
CFB
41
Cullen/Frost Bankers
Texas
$325K – – –
CA
42
Claro Advisors
Massachusetts
$321K -$122K -30,900 -28%
PAG
43
Private Advisor Group
New Jersey
$316K +$150 +38 +0%
MG
44
Marex Group
$307K +$108K +27,427 +54%
WAM
45
Wolverine Asset Management
Illinois
$299K +$171K +43,333 +134%
VAM
46
Verity Asset Management
North Carolina
$292K +$170K +43,250 +141%
SWM
47
SeaCrest Wealth Management
New York
$287K +$79.6K +20,208 +39%
Osaic Holdings
48
Osaic Holdings
Arizona
$276K +$92.9K +23,590 +51%
Mariner
49
Mariner
Kansas
$252K +$31.5K +8,000 +14%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$241K +$240K +60,901 New
1
2
3 4 5

VVR Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q4 2024, worth a combined $158M — up 0.4% from $158M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VVR positions and 15 closed out — a net gain of 10 holders — while 37 added to existing stakes and 27 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $2.58M. The largest seller was Wells Fargo, cutting an estimated $1.02M.

  • 128 institutional investors held Invesco Senior Income Trust (VVR) as of Q4 2024, up from 123 in Q3 2024.
  • Funds reported $158M of Invesco Senior Income Trust stock for Q4 2024, up 0.4% quarter-over-quarter.
  • 25 funds opened new Invesco Senior Income Trust positions in Q4 2024 and 15 closed out, a net change of +10 holders.
  • The largest Invesco Senior Income Trust buyer in Q4 2024 was Creative Planning, an estimated $2.58M added.
  • The largest Invesco Senior Income Trust seller in Q4 2024 was Wells Fargo, an estimated $1.02M sold.

Based on aggregated 13F filings for Q4 2024.