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Invesco Senior Income Trust

123 hedge funds and large institutions have $158M invested in Invesco Senior Income Trust in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 121123 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.75% less ownership

Funds ownership: 26.01%25.26% (-0.75%)

8% less capital invested

Capital invested by funds: $172M → $158M (-$14.2M)

19% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 36

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
29
Reduced
36
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
$38.8M -$977K -228,736 -2%
Wells Fargo
2
Wells Fargo
California
$14.6M +$1.08M +252,718 +8%
Bank of America
3
Bank of America
North Carolina
$14.1M -$1.47M -343,986 -9%
S4W
4
Solutions 4 Wealth
Texas
$11M +$1.51M +353,770 +15%
LPL Financial
5
LPL Financial
California
$7.59M -$431K -100,865 -5%
AWA
6
Adapt Wealth Advisors
Georgia
$6.68M +$1.14M +267,962 +20%
UBS Group
7
UBS Group
Switzerland
$6.2M +$1.58M +369,764 +32%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$5.99M +$779K +182,509 +14%
Invesco
9
Invesco
Georgia
$5.33M +$448K +105,021 +9%
AAM
10
Advisors Asset Management
Colorado
$4.84M -$206K -48,320 -4%
AMG
11
Advisors Management Group
Wisconsin
$4.61M +$172K +40,285 +4%
Cohen & Steers
12
Cohen & Steers
New York
$3.06M -$1.16M -270,861 -26%
Ameriprise
13
Ameriprise
Minnesota
$2.83M -$50.7K -11,871 -2%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$2.76M +$247K +57,787 +9%
PS
15
Principal Securities
Iowa
$1.69M +$1.73M +404,189 +3,408%
MCP
16
Mirador Capital Partners
California
$1.68M +$47.2K +11,046 +3%
HWAM
17
Hennion & Walsh Asset Management
New Jersey
$1.67M -$382K -89,500 -18%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.65M +$1.74M +406,425 New
MF
19
Manchester Financial
California
$1.16M
FFWM
20
Future Financial Wealth Management
Ohio
$944K +$203K +47,605 +26%
VF
21
Virtu Financial
New York
$920K +$965K +225,968 New
KPWS
22
Kestra Private Wealth Services
Texas
$873K
RJA
23
Raymond James & Associates
Florida
$872K -$123K -28,843 -12%
Millennium Management
24
Millennium Management
New York
$837K +$878K +205,664 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$830K -$57.3K -13,422 -6%

VVR Hedge Fund Activity: Q3 2024 in Review

123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Senior Income Trust (VVR) for Q3 2024, worth a combined $158M — down 8.3% from $172M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VVR positions and 17 closed out — a net gain of 2 holders — while 29 added to existing stakes and 36 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.74M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $11.8M sold.

  • 123 institutional investors held Invesco Senior Income Trust (VVR) as of Q3 2024, up from 121 in Q2 2024.
  • Funds reported $158M of Invesco Senior Income Trust stock for Q3 2024, down 8.3% quarter-over-quarter.
  • 19 funds opened new Invesco Senior Income Trust positions in Q3 2024 and 17 closed out, a net change of +2 holders.
  • The largest Invesco Senior Income Trust buyer in Q3 2024 was Envestnet Asset Management, an estimated $1.74M added.
  • The largest Invesco Senior Income Trust seller in Q3 2024 was Penserra Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2024.