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Invesco Senior Income Trust

135 hedge funds and large institutions have $194M invested in Invesco Senior Income Trust in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 26

4% more capital invested

Capital invested by funds: $187M → $194M (+$6.82M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.34% less ownership

Funds ownership: 33.22%32.88% (-0.34%)

4% less funds holding

Funds holding: 140135 (-5)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
135
Holders Change
-5
Holders Change %
-3.57%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
51
Reduced
26
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$39.7M -$880K -237,207 -2%
OCM
2
Oaktree Capital Management
California
$24.3M -$1.61M -433,373 -6%
OHA
3
Oak Hill Advisors
New York
$19.7M
Bank of America
4
Bank of America
North Carolina
$14.4M +$50.7K +13,652 +0.4%
PCM
5
Penserra Capital Management
California
$11.5M +$689K +185,540 +7%
Wells Fargo
6
Wells Fargo
California
$7.21M +$151K +40,574 +2%
AAM
7
Advisors Asset Management
Colorado
$6.85M -$521K -140,504 -7%
Invesco
8
Invesco
Georgia
$6.55M +$881K +237,493 +16%
Cohen & Steers
9
Cohen & Steers
New York
$5.8M -$592K -159,523 -10%
LPL Financial
10
LPL Financial
California
$5.74M +$482K +129,752 +10%
Amundi
11
Amundi
France
$5.27M
UBS Group
12
UBS Group
Switzerland
$4.39M -$358K -96,549 -8%
Goldman Sachs
13
Goldman Sachs
New York
$2.59M -$109K -29,422 -4%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$2.3M +$106K +28,554 +5%
AMG
15
Advisors Management Group
Wisconsin
$2.12M +$1.03M +276,943 +101%
Stifel Financial
16
Stifel Financial
Missouri
$2.11M -$299K -80,485 -13%
GC
17
Guggenheim Capital
Illinois
$2.05M -$10.3K -2,774 -0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.92M +$94.4K +25,440 +5%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$1.84M +$605K +162,993 +52%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.73M +$119K +32,141 +8%
GA
21
GraniteShares Advisors
New York
$1.44M -$14.7K -3,966 -1%
PAS
22
Park Avenue Securities
New York
$1.29M +$92.3K +24,873 +8%
MF
23
Manchester Financial
California
$1.09M
CP
24
Camelot Portfolios
Ohio
$871K -$17.9K -4,827 -2%
Ameriprise
25
Ameriprise
Minnesota
$818K +$119K +31,967 +18%

VVR Hedge Fund Activity: Q2 2023 in Review

135 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q2 2023, worth a combined $194M — up 3.6% from $187M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VVR and 13 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 51 added.

The largest buyer was Advisors Management Group, adding an estimated $1.03M. The largest seller was Oaktree Capital Management, cutting an estimated $1.61M.

  • 135 institutional investors held Invesco Senior Income Trust (VVR) as of Q2 2023, down from 140 in Q1 2023.
  • Funds reported $194M of Invesco Senior Income Trust stock for Q2 2023, up 3.6% quarter-over-quarter.
  • 13 funds opened new Invesco Senior Income Trust positions in Q2 2023 and 17 closed out, a net change of -4 holders.
  • The largest Invesco Senior Income Trust buyer in Q2 2023 was Advisors Management Group, an estimated $1.03M added.
  • The largest Invesco Senior Income Trust seller in Q2 2023 was Oaktree Capital Management, an estimated $1.61M sold.

Based on aggregated 13F filings for Q2 2023.