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Invesco Senior Income Trust

122 hedge funds and large institutions have $171M invested in Invesco Senior Income Trust in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

8% more capital invested

Capital invested by funds: $158M → $171M (+$12.9M)

3.63% more ownership

Funds ownership: 26.13%29.76% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 128122 (-6)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
122
Holders Change
-6
Holders Change %
-4.69%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
46
Reduced
24
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MG
51
Marex Group
$223K -$74K -18,356 -24%
MWM
52
Melfa Wealth Management
Massachusetts
$223K
CCFM
53
Clear Creek Financial Management
Washington
$185K +$58.8K +14,600 +42%
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$182K
NA
55
NewEdge Advisors
Louisiana
$180K +$713 +177 +0.4%
BO
56
Bank OZK
Arkansas
$174K
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$172K -$6.69K -1,660 -3%
FAG
58
Fortitude Advisory Group
Washington
$170K
AW
59
Alteri Wealth
California
$165K +$18.5K +4,600 +12%
Comerica Bank
60
Comerica Bank
Texas
$162K +$6.24K +1,549 +4%
HighTower Advisors
61
HighTower Advisors
Illinois
$150K -$58.1K -14,416 -26%
SRC
62
Shufro Rose & Co
New York
$143K
GP
63
Gridiron Partners
Pennsylvania
$139K
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$131K
CPRC
65
Consolidated Portfolio Review Corp
New York
$130K +$326 +81 +0.2%
PFS
66
Prospera Financial Services
Texas
$128K
VAM
67
Verity Asset Management
North Carolina
$116K -$174K -43,171 -58%
PRTG
68
Post Resch Tallon Group
New York
$110K
SFA
69
Sequoia Financial Advisors
Ohio
$109K -$25.2K -6,259 -18%
WA
70
WealthTrust Axiom
Pennsylvania
$105K
AWM
71
Apollon Wealth Management
South Carolina
$101K
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$93.9K
A
73
Argentarii
Ohio
$93.7K
MWM
74
MGB Wealth Management
Texas
$92.4K +$48.3K +12,000 +100%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$92.2K -$299K -74,316 -75%

VVR Hedge Fund Activity: Q1 2025 in Review

122 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q1 2025, worth a combined $171M — up 8.1% from $158M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VVR and 12 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 46 added.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $16.4M. The largest seller was Wells Fargo, cutting an estimated $4.01M.

  • 122 institutional investors held Invesco Senior Income Trust (VVR) as of Q1 2025, down from 128 in Q4 2024.
  • Funds reported $171M of Invesco Senior Income Trust stock for Q1 2025, up 8.1% quarter-over-quarter.
  • 12 funds opened new Invesco Senior Income Trust positions in Q1 2025 and 15 closed out, a net change of -3 holders.
  • The largest Invesco Senior Income Trust buyer in Q1 2025 was Penserra Capital Management, an estimated $16.4M added.
  • The largest Invesco Senior Income Trust seller in Q1 2025 was Wells Fargo, an estimated $4.01M sold.

Based on aggregated 13F filings for Q1 2025.