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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
MWM
101
MGB Wealth Management
Texas
$47.4K – – –
SWP
102
Significant Wealth Partners
Illinois
$44K +$43.9K +11,145 New
SWM
103
Spire Wealth Management
Virginia
$43.2K +$1.63K +413 +4%
BCM
104
Brookstone Capital Management
Illinois
$43.2K +$43.1K +10,941 New
WS
105
Wedbush Securities
California
$43K -$9.85K -2,500 -19%
HI
106
Harbour Investments
Wisconsin
$42.9K – – –
GWM
107
Geneos Wealth Management
Colorado
$42.3K +$42.2K +10,706 New
NEPPG
108
New England Professional Planning Group
Rhode Island
$41.6K – – –
BWP
109
Balboa Wealth Partners
Arizona
$41.5K – – –
LA
110
Legacy Advisors
Pennsylvania
$41.1K – – –
PTC
111
Private Trust Company
Ohio
$35.6K +$19.7K +5,000 +125%
MCM
112
MAI Capital Management
Ohio
$19.7K +$19.6K +4,979 New
WT
113
Whittier Trust
California
$13.1K – – –
BHWM
114
Beaird Harris Wealth Management
Texas
$12.6K – – –
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$12.2K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$10.9K – – –
EWA
117
EverSource Wealth Advisors
Alabama
$9.88K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$9.54K +$4.98K +1,264 +110%
HNB
119
Huntington National Bank
Ohio
$9.38K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$7.75K +$7.7K +1,954 +27,914%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
AF
122
Allworth Financial
California
$5.64K – – –
SFGP
123
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.57K +$3.56K +904 New
US Bancorp
124
US Bancorp
Minnesota
$3.16K – – –
SIS
125
Strategic Investment Solutions
Illinois
$1.61K +$51 +13 +3%
2 3 4
5
6

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.