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Invesco Senior Income Trust

142 hedge funds and large institutions have $230M invested in Invesco Senior Income Trust in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

0% more funds holding

Funds holding: 142142 (0)

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

2.06% less ownership

Funds ownership: 42.33%40.28% (-2.1%)

9% less capital invested

Capital invested by funds: $252M → $230M (-$22.1M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
17
Increased
50
Reduced
29
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VEA
51
Virtus ETF Advisers
New York
$363K -$70.2K -18,347 -16%
SWM
52
SeaCrest Wealth Management
New York
$362K -$96.4K -25,200 -21%
AIP
53
Ahrens Investment Partners
Louisiana
$337K +$346K +90,556 New
BO
54
Bank OZK
Arkansas
$336K
CFB
55
Cullen/Frost Bankers
Texas
$334K
WCMNY
56
Westchester Capital Management (New York)
New York
$316K
HWAM
57
Hennion & Walsh Asset Management
New Jersey
$306K +$75.1K +19,636 +31%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$293K +$42.7K +11,169 +16%
MSL
59
Mackay Shields LLC
New York
$273K
QC
60
Quantedge Capital
Singapore
$273K +$188K +49,200 +202%
Walleye Capital
61
Walleye Capital
New York
$272K +$118K +30,871 +73%
PAG
62
Private Advisor Group
New Jersey
$232K +$20.5K +5,350 +9%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$223K +$19.1K +4,996 +9%
AAS
64
Avantax Advisory Services
Texas
$214K
BRWA
65
B. Riley Wealth Advisors
Florida
$208K +$34.4K +8,999 +19%
HighTower Advisors
66
HighTower Advisors
Illinois
$201K +$84.2K +22,000 +68%
ICMP
67
Integrated Capital Management (Pennsylvania)
Pennsylvania
$200K +$1.5K +391 +0.7%
LWP
68
Lumature Wealth Partners
Georgia
$193K
CA
69
Claro Advisors
Massachusetts
$172K
VAM
70
Verity Asset Management
North Carolina
$161K +$166K +43,393 New
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$157K
FFG
72
Ford Financial Group
California
$155K -$60.8K -15,891 -27%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$155K +$6.53K +1,708 +4%
LP
74
Lloyd Park
Illinois
$148K +$17K +4,453 +13%
SFS
75
Shaker Financial Services
Virginia
$148K +$43.3K +11,326 +40%

VVR Hedge Fund Activity: Q3 2022 in Review

142 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q3 2022, worth a combined $230M — down 8.8% from $252M a quarter earlier.

Fund positioning in VVR was balanced in Q3 2022: 17 funds opened new positions, 17 closed out, 50 added to existing stakes and 29 trimmed.

The largest buyer was Oaktree Capital Management, adding an estimated $11.7M. The largest seller was Bramshill Investments, cutting an estimated $31.1M.

  • 142 institutional investors held Invesco Senior Income Trust (VVR) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $230M of Invesco Senior Income Trust stock for Q3 2022, down 8.8% quarter-over-quarter.
  • 17 funds opened new Invesco Senior Income Trust positions in Q3 2022 and 17 closed out, a net change of 0 holders.
  • The largest Invesco Senior Income Trust buyer in Q3 2022 was Oaktree Capital Management, an estimated $11.7M added.
  • The largest Invesco Senior Income Trust seller in Q3 2022 was Bramshill Investments, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2022.