Invesco Senior Income TrustVVR
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 127 institutions reported holding Invesco Senior Income Trust (VVR) in their 13F filings, up 3 from Q3 2024. 15 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($37.3M), Bank of America Corp. ($13.2M) and Wells Fargo & Company ($13.2M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco Senior Income Trust
- CUSIP
- 46131H107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.7M |
| Exits | 15 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 3,593,833 shares bought and 2,014,155 shares sold, net +1,579,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 127 holders
| Morgan Stanley | 0.00% | Reduce -0.7% | 9,455,191 | $37.3M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 3,331,737 | $13.2M |
| Wells Fargo & Company | 0.00% | Reduce -7.2% | 3,331,198 | $13.2M |
| Solutions 4 Wealth, Ltd | 22.43% | Add +16.4% | 3,136,670 | $12.4M |
| LPL Financial LLC | 0.00% | Add +6.4% | 1,985,042 | $7.8M |
| UBS Group AG | 0.00% | Add +20.1% | 1,828,647 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.5% | 1,612,129 | $6.4M |
| Adapt Wealth Advisors, LLC | 2.99% | Reduce -6.4% | 1,537,307 | $6.1M |
| Invesco Ltd. | 0.00% | Add +8.1% | 1,414,117 | $5.6M |
| Advisors Management Group Inc. | 1.12% | Add +6.0% | 1,201,294 | $4.7M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -20.0% | 952,411 | $3.8M |
| Cohen & Steers, Inc. | 0.01% | Add +2.7% | 771,433 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +7.0% | 743,764 | $2.9M |
| Creative Planning | 0.00% | New | 654,331 | $2.6M |
| Principal Securities, Inc. | 0.04% | Add +8.2% | 450,267 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 442,706 | $1.7M |
| Raymond James Financial Inc. | 0.00% | — | 428,093 | $1.7M |
| Mirador Capital Partners LP | 0.27% | Reduce -10.1% | 370,788 | $1.5M |
| Readystate Asset Management LP | 0.10% | New | 340,931 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | New | 289,645 | $1.1M |
| Moloney Securities Asset Management, LLC | 0.15% | Add +70.0% | 286,904 | $1.1M |
| Manchester Financial Inc. | 0.25% | No change | 284,342 | $1.1M |
| Virtus Advisers, LLC | 0.43% | Add +43.4% | 268,504 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +75.3% | 266,050 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -43.3% | 233,253 | $921K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.7% | 210,813 | $833K |
| Landscape Capital Management, L.L.C. | 0.08% | New | 187,378 | $740K |
| TD Waterhouse Canada Inc. | 0.01% | Add +2.9% | 175,500 | $691K |
| Cardiff Park Advisors, LLC | 0.07% | No change | 175,000 | $691K |
| Cetera Investment Advisers | 0.00% | Add +31.8% | 174,117 | $688K |
| Royal Bank of Canada | 0.00% | Reduce -16.4% | 170,466 | $673K |
| Future Financial Wealth Managment LLC | 0.49% | Reduce -27.1% | 169,075 | $668K |
| Modera Wealth Management, LLC | 0.01% | No change | 139,356 | $550K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -2.1% | 109,637 | $433K |
| Truist Financial Corp. | 0.00% | Reduce -4.4% | 107,864 | $426K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.5% | 98,905 | $391K |
| Stifel Financial Corp. | 0.00% | Add +0.7% | 97,685 | $386K |
| Everstar Asset Management, LLC | 0.26% | Reduce -6.8% | 91,255 | $360K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -4.0% | 88,657 | $350K |
| Illumine Investment Management, LLC | 0.27% | — | 82,307 | $325K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 82,285 | $325K |
| Claro Advisors Inc. | 0.04% | Reduce -27.6% | 81,184 | $321K |
| Private Advisor Group, LLC | 0.00% | Add +0.1% | 80,058 | $316K |
| Marex Group Ltd | 0.01% | Add +54.4% | 77,844 | $307K |
| Wolverine Asset Management LLC | 0.02% | Add +134.1% | 75,648 | $299K |
| Verity Asset Management, Inc. | 0.16% | Add +140.7% | 73,984 | $292K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +38.6% | 72,610 | $287K |
| Osaic Holdings, Inc. | 0.00% | Add +50.9% | 69,937 | $276K |
| Mariner, LLC | 0.00% | Add +14.3% | 63,780 | $252K |
| Rockefeller Capital Management L.P. | 0.00% | New | 60,901 | $241K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 59,432 | $235K |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 54,409 | $215K |
| Virtu Financial LLC | 0.01% | Reduce -77.9% | 49,936 | $197K |
| Fortitude Advisory Group L.L.C. | 0.12% | Add +5.4% | 48,876 | $193K |
| NorthCoast Asset Management LLC | 0.00% | New | 48,510 | $192K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.4% | 47,749 | $189K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.3% | 47,614 | $188K |
| Bank Ozk | 0.08% | No change | 46,385 | $183K |
| Cornerstone Advisors, LLC | 0.01% | No change | 44,200 | $175K |
| Belpointe Asset Management LLC | 0.01% | Reduce -29.0% | 39,642 | $170K |
| Comerica Bank | 0.00% | No change | 41,633 | $164K |
| Fisher Asset Management | 0.00% | No change | 40,500 | $160K |
| Alteri Wealth LLC | 0.04% | — | 39,275 | $155K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 38,893 | $154K |
| Shufro Rose & Co. LLC | 0.01% | No change | 38,000 | $150K |
| Gridiron Partners, LLC | 0.09% | No change | 37,139 | $147K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 35,415 | $140K |
| Focus Partners Wealth | 0.00% | No change | 35,000 | $138K |
| Clear Creek Financial Management, LLC | 0.01% | Add +3.8% | 34,800 | $137K |
| Consolidated Portfolio Review Corp | 0.02% | Add +0.8% | 34,580 | $137K |
| Prospera Financial Services Inc | 0.00% | No change | 34,000 | $134K |
| Meridian Investment Counsel Inc. | 0.04% | Reduce -48.0% | 31,566 | $125K |
| Post Resch Tallon Group Inc. | 0.11% | — | 29,664 | $118K |
| WealthTrust Axiom LLC | 0.03% | Add +0.1% | 27,892 | $110K |
| Apollon Wealth Management, LLC | 0.00% | New | 26,825 | $106K |
| Captrust Financial Advisors | 0.00% | No change | 25,030 | $99K |
| Argentarii, LLC | 0.05% | — | 24,990 | $99K |
| Two Sigma Securities, LLC | 0.02% | Add +78.0% | 23,914 | $94K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 23,500 | $93K |
| Citadel Advisors | 0.00% | New | 22,185 | $88K |
| &partners | 0.00% | Add +3.3% | 21,457 | $86K |
| World Investment Advisors | 0.00% | Add +100.0% | 20,666 | $82K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 19,949 | $79K |
| Baker Avenue Asset Management, LP | 0.00% | No change | 17,500 | $69K |
| Stephens Inc. | 0.00% | No change | 17,067 | $67K |
| Oak Harvest Investment Services | 0.01% | No change | 17,000 | $67K |
| 180 Wealth Advisors, LLC | 0.01% | No change | 16,500 | $65K |
| Fernwood Investment Management, LLC | 0.02% | No change | 15,400 | $61K |
| Guggenheim Capital LLC | 0.00% | Reduce -66.1% | 15,272 | $60K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 15,179 | $60K |
| One Capital Management, LLC | 0.00% | Add +27.0% | 14,575 | $58K |
| Huntleigh Advisors, Inc. | 0.01% | — | 14,320 | $57K |
| Sanctuary Advisors, LLC | 0.00% | No change | 13,662 | $56K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | Reduce -50.5% | 14,014 | $55K |
| Millennium Management | 0.00% | Reduce -93.3% | 13,718 | $54K |
| LYNX Capital Group Ltd. | 0.03% | No change | 13,000 | $51K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.0% | 13,000 | $51K |
| Lantz Financial LLC | 0.01% | No change | 12,347 | $49K |
| Park Square Financial Group, LLC | 0.03% | — | 12,002 | $47K |
| MGB Wealth Management, LLC | 0.01% | No change | 12,000 | $47K |
"% of holder's portfolio" is VVR's weight in each manager's 13F, not the share of Invesco Senior Income Trust the manager owns.