Invesco Senior Income TrustVVR

13F holders, Q4 2024 (December 31)
127holders +3
15new positions
15sold out
3famous investors
$3.95avg. 13F price*

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

050100150 Q1 2024: 132Q1 2024Q2 2024: 122Q2 2024Q3 2024: 124Q3 2024Q4 2024: 127Q4 2024Q1 2025: 123Q1 2025Q2 2025: 121Q2 2025Q3 2025: 122Q3 2025Q4 2025: 144Q4 2025Q1 2026: 136Q1 2026Q2 2026: 138Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions15$6.7M
Exits15$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
Significant Wealth Partners LLC 0.02% New 11,145 $44K
Spire Wealth Management 0.00% Add +3.9% 10,948 $43K
Brookstone Capital Management 0.00% New 10,941 $43K
Wedbush Securities Inc. 0.00% Reduce -18.7% 10,893 $43K
Harbour Investments, Inc. 0.00% No change 10,866 $43K
Geneos Wealth Management Inc. 0.00% New 10,706 $42K
New England Professional Planning Group Inc. 0.02% No change 10,539 $42K
Balboa Wealth Partners 0.01% No change 10,500 $41K
Legacy Advisors, LLC 0.00% No change 10,400 $41K
Private Trust Co. NA 0.00% Add +125.0% 9,000 $36K
MAI Capital Management 0.00% New 4,979 $20K
Whittier Trust Co. 0.00% No change 3,328 $13K
Beaird Harris Wealth Management, LLC 0.00% No change 3,200 $13K
Glass Jacobson Investment Advisors llc 0.00% No change 3,100 $12K
Northwestern Mutual Wealth Management Co. 0.00% No change 2,766 $11K
EverSource Wealth Advisors, LLC 0.00% No change 2,500 $10K
Steward Partners Investment Advisory, LLC 0.00% Add +109.9% 2,414 $10K
Tower Research Capital LLC (TRC) 0.00% Add +27914.3% 1,961 $8K
Cwm, LLC 0.00% No change 1,821 $7K
Allworth Financial LP 0.00% No change 1,400 $6K
Stonebridge Financial Group, LLC 0.00% — 904 $4K
US Bancorp \de 0.00% No change 800 $3K
Strategic Investment Solutions, Inc. 0.00% Add +3.3% 407 $2K
JPMorgan Chase & Co. 0.00% Reduce -4.8% 398 $2K
Plante Moran Financial Advisors, LLC 0.00% New 325 $1K
Key Financial Inc 0.00% No change 300 $1K
Independence Bank of Kentucky 0.00% New 100 $395

"% of holder's portfolio" is VVR's weight in each manager's 13F, not the share of Invesco Senior Income Trust the manager owns.