We are live on ! Find out more
VVR icon

Invesco Senior Income Trust
VVR

121 hedge funds and large institutions have $176M invested in Invesco Senior Income Trust in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 33

3% more capital invested

Capital invested by funds: $171M → $176M (+$4.52M)

0.32% more ownership

Funds ownership: 29.76% → 30.08% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 122 → 121 (-1)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

Holders
121
Holders Change
-1
Holders Change %
-0.82%
% of All Funds
1.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
43
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.6M
2
LPL Financial
LPL Financial
California
+$1.57M
3
Invesco
Invesco
Georgia
+$1.15M
4
Osaic Holdings
Osaic Holdings
Arizona
+$621K
5
AWA
Adapt Wealth Advisors
Georgia
+$469K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.25M
2
S4W
Solutions 4 Wealth
Texas
-$637K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$621K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
-$604K
5
Creative Planning
Creative Planning
Kansas
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
101
One Capital Management
California
$38.8K – – –
GWM
102
Geneos Wealth Management
Colorado
$38.4K -$36.7K -10,106 -50%
Lido Advisors
103
Lido Advisors
California
$38K +$36.3K +10,005 New
NAS
104
NWF Advisory Services
California
$38K – – –
AF
105
Allworth Financial
California
$37.6K +$30.8K +8,500 +607%
NFSG
106
Newbridge Financial Services Group
Florida
$35.7K +$34.1K +9,403 New
PTC
107
Private Trust Company
Ohio
$34.2K – – –
CWM
108
Consultiva Wealth Management
Puerto Rico
$24.1K – – –
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$22.3K +$7.62K +2,100 +56%
MCM
110
MAI Capital Management
Ohio
$18.9K – – –
WT
111
Whittier Trust
California
$12.6K – – –
BHWM
112
Beaird Harris Wealth Management
Texas
$12.2K – – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$7K +$497 +137 +8%
NECFA
114
New England Capital Financial Advisors
Connecticut
$3.57K +$3.41K +939 New
US Bancorp
115
US Bancorp
Minnesota
$3.04K – – –
SL
116
Salomon & Ludwin
Virginia
$2.28K +$2.17K +598 New
AA
117
Ancora Advisors
Ohio
$1.9K +$1.81K +500 New
SIS
118
Strategic Investment Solutions
Illinois
$1.64K +$47 +13 +3%
JP Morgan Chase
119
JP Morgan Chase
New York
$1.19K – – –
KFI
120
Key Financial Inc
Pennsylvania
$1.14K – – –
TRCT
121
Tower Research Capital (TRC)
New York
$27 – – –
HNB
122
Huntington National Bank
Ohio
$4 – – –
SCM
123
Sterneck Capital Management
Missouri
– -$379K -100,963 Closed
XT
124
XTX Topco
Cayman Islands
– -$250K -66,627 Closed
MG
125
Marex Group
– -$223K -59,488 Closed
2 3 4
5
6

VVR Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q2 2025, worth a combined $176M — up 2.6% from $171M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VVR and 11 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 43 added.

The largest buyer was Bank of America, adding an estimated $1.6M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.25M.

  • 121 institutional investors held Invesco Senior Income Trust (VVR) as of Q2 2025, down from 122 in Q1 2025.
  • Funds reported $176M of Invesco Senior Income Trust stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 11 funds opened new Invesco Senior Income Trust positions in Q2 2025 and 12 closed out, a net change of -1 holder.
  • The largest Invesco Senior Income Trust buyer in Q2 2025 was Bank of America, an estimated $1.6M added.
  • The largest Invesco Senior Income Trust seller in Q2 2025 was Cambridge Investment Research Advisors, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2025.