We are live on ! Find out more
VVR icon

Invesco Senior Income Trust

138 hedge funds and large institutions have $250M invested in Invesco Senior Income Trust in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 16

63% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 27

9% more funds holding

Funds holding: 127138 (+11)

6.34% less ownership

Funds ownership: 44.74%38.4% (-6.3%)

16% less capital invested

Capital invested by funds: $297M → $250M (-$46.7M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
138
Holders Change
+11
Holders Change %
+8.66%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
31
Increased
44
Reduced
27
Closed
16
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
51
Cullen/Frost Bankers
Texas
$348K +$87.1K +20,074 +33%
Truist Financial
52
Truist Financial
North Carolina
$342K +$20.6K +4,751 +6%
WP
53
WealthSource Partners
California
$287K -$235K -54,181 -45%
KA
54
Kovack Advisors
Florida
$280K +$285K +65,768 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$270K +$30.6K +7,054 +13%
GIA
56
Gladstone Institutional Advisory
Florida
$266K +$19.4K +4,473 +8%
JIP
57
Jaffetilchin Investment Partners
Florida
$258K +$48.5K +11,175 +20%
PAG
58
Private Advisor Group
New Jersey
$252K +$12.2K +2,818 +5%
HWAM
59
Hennion & Walsh Asset Management
New Jersey
$251K +$104K +23,995 +69%
HF
60
HRT Financial
New York
$234K +$238K +54,946 New
Loomis, Sayles & Company
61
Loomis, Sayles & Company
Massachusetts
$206K -$1.61M -372,127 -88%
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$203K -$10.7K -2,460 -5%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$202K -$138K -31,867 -40%
CA
64
Claro Advisors
Massachusetts
$195K
BRWA
65
B. Riley Wealth Advisors
Florida
$195K +$1.08K +250 +0.5%
Walleye Capital
66
Walleye Capital
New York
$195K +$198K +45,722 New
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$180K +$183K +42,285 New
BCM
68
Bluefin Capital Management
New York
$167K -$439K -101,300 -72%
UCFA
69
United Capital Financial Advisors
Texas
$166K -$8.22K -1,894 -5%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$164K +$43.9K +10,117 +36%
WA
71
WealthTrust Axiom
Pennsylvania
$159K +$48 +11 +0%
FAG
72
Fortitude Advisory Group
Washington
$156K +$360 +83 +0.2%
SFA
73
Sequoia Financial Advisors
Ohio
$153K
HighTower Advisors
74
HighTower Advisors
Illinois
$146K +$872 +201 +0.6%
PFS
75
Prospera Financial Services
Texas
$145K

VVR Hedge Fund Activity: Q1 2022 in Review

138 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q1 2022, worth a combined $250M — down 16% from $297M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VVR positions and 16 closed out — a net gain of 15 holders — while 44 added to existing stakes and 27 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $8.97M. The largest seller was Saba Capital Management, cutting an estimated $27.3M.

  • 138 institutional investors held Invesco Senior Income Trust (VVR) as of Q1 2022, up from 127 in Q4 2021.
  • Funds reported $250M of Invesco Senior Income Trust stock for Q1 2022, down 16% quarter-over-quarter.
  • 31 funds opened new Invesco Senior Income Trust positions in Q1 2022 and 16 closed out, a net change of +15 holders.
  • The largest Invesco Senior Income Trust buyer in Q1 2022 was Penserra Capital Management, an estimated $8.97M added.
  • The largest Invesco Senior Income Trust seller in Q1 2022 was Saba Capital Management, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2022.