Invesco Senior Income Trust
VVR
133 hedge funds and large institutions have $195M invested in Invesco Senior Income Trust in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 23 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8.37% less ownership
Funds ownership: 38.16% → 29.79% (-8.4%)
9% less funds holding
Funds holding: 146 → 133 (-13)
17% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 42
19% less capital invested
Capital invested by funds: $241M → $195M (-$45.5M)
48% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 23
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.16M |
| 2 |
S4W
Solutions 4 Wealth
Southlake,
Texas
|
+$2.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$712K |
| 4 |
HF
HRT Financial
New York
|
+$301K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
+$278K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$40.6M |
| 2 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$4.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.19M |
| 4 |
Goldman Sachs
New York
|
-$2.75M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$2.57M |
VVR Hedge Fund Activity: Q1 2024 in Review
133 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q1 2024, worth a combined $195M — down 19% from $241M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of VVR and 12 opened new positions — a net loss of 11 holders — while 42 trimmed existing stakes and 35 added.
The largest buyer was Wells Fargo, adding an estimated $4.16M. The largest seller was Morgan Stanley, cutting an estimated $40.6M.
- 133 institutional investors held Invesco Senior Income Trust (VVR) as of Q1 2024, down from 146 in Q4 2023.
- Funds reported $195M of Invesco Senior Income Trust stock for Q1 2024, down 19% quarter-over-quarter.
- 12 funds opened new Invesco Senior Income Trust positions in Q1 2024 and 23 closed out, a net change of -11 holders.
- The largest Invesco Senior Income Trust buyer in Q1 2024 was Wells Fargo, an estimated $4.16M added.
- The largest Invesco Senior Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $40.6M sold.
Based on aggregated 13F filings for Q1 2024.