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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
Morgan Stanley
1
Morgan Stanley
New York
$37.3M -$262K -66,637 -0.7%
Bank of America
2
Bank of America
North Carolina
$13.2M -$536K -136,050 -4%
Wells Fargo
3
Wells Fargo
California
$13.2M -$1.02M -260,116 -7%
S4W
4
Solutions 4 Wealth
Texas
$12.4M +$1.74M +442,930 +16%
LPL Financial
5
LPL Financial
California
$7.84M +$473K +119,987 +6%
UBS Group
6
UBS Group
Switzerland
$7.22M +$1.2M +305,653 +20%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.37M +$549K +139,345 +9%
AWA
8
Adapt Wealth Advisors
Georgia
$6.07M -$413K -104,745 -6%
Invesco
9
Invesco
Georgia
$5.59M +$416K +105,660 +8%
AMG
10
Advisors Management Group
Wisconsin
$4.75M +$267K +67,712 +6%
AAM
11
Advisors Asset Management
Colorado
$3.76M -$937K -237,937 -20%
Cohen & Steers
12
Cohen & Steers
New York
$3.05M +$78.8K +20,000 +3%
Ameriprise
13
Ameriprise
Minnesota
$2.94M +$192K +48,702 +7%
Creative Planning
14
Creative Planning
Kansas
$2.58M +$2.58M +654,331 New
PS
15
Principal Securities
Iowa
$1.78M +$135K +34,217 +8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.75M +$143K +36,281 +9%
Raymond James Financial
17
Raymond James Financial
Florida
$1.69M +$1.69M +428,093 New
MCP
18
Mirador Capital Partners
California
$1.46M -$164K -41,656 -10%
RAM
19
Readystate Asset Management
Illinois
$1.35M +$1.34M +340,931 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.14M +$1.14M +289,645 New
MSAM
21
Moloney Securities Asset Management
Missouri
$1.13M +$465K +118,111 +70%
MF
22
Manchester Financial
California
$1.12M – – –
VEA
23
Virtus ETF Advisers
New York
$1.06M +$320K +81,241 +43%
JWCA
24
J.W. Cole Advisors
Florida
$1.05M +$450K +114,266 +75%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$921K -$702K -178,281 -43%
1
2 3 4 5

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.