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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
JP Morgan Chase
126
JP Morgan Chase
New York
$1.57K -$79 -20 -5%
PMFA
127
Plante Moran Financial Advisors
Michigan
$1.28K +$1.28K +325 New
KFI
128
Key Financial Inc
Pennsylvania
$1.19K – – –
IBOK
129
Independence Bank of Kentucky
Kentucky
$395 +$394 +100 New
Jane Street
130
Jane Street
New York
– -$337K -82,877 Closed
Walleye Capital
131
Walleye Capital
New York
– -$217K -53,351 Closed
AWS
132
Atria Wealth Solutions
New York
– -$127K -31,186 Closed
AAMC
133
Asset Allocation & Management Company
Illinois
– -$122K -30,000 Closed
APA
134
Astoria Portfolio Advisors
New York
– -$92.2K -22,985 Closed
XT
135
XTX Topco
Cayman Islands
– -$68.3K -16,779 Closed
CA
136
CoreCap Advisors
Michigan
– -$65.1K -16,000 Closed
SAM
137
Seelaus Asset Management
New Jersey
– -$59.5K -14,617 Closed
CAG
138
Csenge Advisory Group
Florida
– -$50.9K -12,682 Closed
AAS
139
Avantax Advisory Services
Texas
– -$45.7K -11,219 Closed
SAF
140
Smith Anglin Financial
Texas
– -$42.9K -10,547 Closed
CIAS
141
Capital Investment Advisory Services
North Carolina
– -$42.3K -10,400 Closed
NAS
142
NWF Advisory Services
California
– -$40.7K -10,000 Closed
SWA
143
Stratos Wealth Advisors
Ohio
– -$40.7K -10,000 Closed
IA
144
IFP Advisors
Florida
– -$21.2K -5,219 Closed
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.