Invesco Senior Income TrustVVR
13F holders, Q1 2025 (March 31)123holders −4
12new positions
16sold out
$3.75avg. 13F price*
At the end of Q1 2025, 123 institutions reported holding Invesco Senior Income Trust (VVR) in their 13F filings, down 4 from Q4 2024. 12 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($38.8M), Penserra Capital Management LLC ($15.3M) and Bank of America Corp. ($13.1M).
- Company
- Invesco Senior Income Trust
- CUSIP
- 46131H107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $18.8M |
| Exits | 16 | $3.3M |
All 13F filers, Q4 2024 → Q1 2025: 8,285,042 shares bought and 2,586,764 shares sold, net +5,698,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 123 holders
| Morgan Stanley | 0.00% | Add +9.4% | 10,347,743 | $38.8M |
| Penserra Capital Management LLC | 0.27% | New | 4,081,387 | $15.3M |
| Bank of America Corp. | 0.00% | Add +5.0% | 3,498,067 | $13.1M |
| Solutions 4 Wealth, Ltd | 22.62% | Add +9.0% | 3,418,454 | $12.8M |
| Wells Fargo & Company | 0.00% | Reduce -29.9% | 2,336,219 | $8.8M |
| Adapt Wealth Advisors, LLC | 3.71% | Add +32.1% | 2,030,245 | $7.6M |
| LPL Financial LLC | 0.00% | Add +1.0% | 2,004,676 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.7% | 1,656,304 | $6.2M |
| UBS Group AG | 0.00% | Reduce -13.8% | 1,575,833 | $5.9M |
| Invesco Ltd. | 0.00% | Reduce -8.7% | 1,291,808 | $4.8M |
| Advisors Management Group Inc. | 1.04% | Add +5.9% | 1,272,597 | $4.8M |
| Advisors Asset Management, Inc. | 0.07% | Add +4.9% | 998,678 | $3.7M |
| Cohen & Steers, Inc. | 0.01% | Add +5.2% | 811,433 | $3.0M |
| Landscape Capital Management, L.L.C. | 0.26% | Add +321.7% | 790,188 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 766,854 | $2.9M |
| Creative Planning | 0.00% | Reduce -3.6% | 630,562 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.3% | 497,073 | $1.9M |
| Principal Securities, Inc. | 0.04% | No change | 450,267 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 434,243 | $1.6M |
| Mirador Capital Partners LP | 0.25% | Add +0.8% | 373,897 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +29.9% | 345,734 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.16% | Add +8.2% | 310,426 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +6.7% | 309,136 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +72.4% | 302,500 | $1.1M |
| Virtus Investment Advisers, LLC | 0.31% | New | 300,826 | $1.1M |
| Manchester Financial Inc. | 0.21% | Reduce -10.6% | 254,342 | $954K |
| Strategic Advocates LLC | 0.30% | New | 232,393 | $871K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -5.3% | 220,847 | $828K |
| Cetera Investment Advisers | 0.00% | Add +19.3% | 207,665 | $779K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -2.2% | 206,108 | $773K |
| Cardiff Park Advisors, LLC | 0.06% | No change | 175,000 | $656K |
| Future Financial Wealth Managment LLC | 0.47% | Add +0.4% | 169,717 | $636K |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 166,453 | $624K |
| Osaic Holdings, Inc. | 0.00% | Add +114.9% | 150,267 | $564K |
| North Ground Capital | 0.57% | New | 156,000 | $561K |
| Modera Wealth Management, LLC | 0.01% | No change | 139,356 | $523K |
| Truist Financial Corp. | 0.00% | Add +23.8% | 133,578 | $501K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.4% | 111,151 | $417K |
| Sterneck Capital Management, LLC | 0.20% | New | 100,963 | $379K |
| Stifel Financial Corp. | 0.00% | Add +0.2% | 97,877 | $367K |
| Illumine Investment Management, LLC | 0.29% | Add +14.5% | 94,270 | $354K |
| Everstar Asset Management, LLC | 0.23% | No change | 91,255 | $342K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +132.1% | 90,286 | $339K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.3% | 84,006 | $315K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 82,285 | $309K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 81,023 | $304K |
| Claro Advisors Inc. | 0.04% | Reduce -1.7% | 79,784 | $299K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +4.4% | 75,784 | $284K |
| XTX Topco Ltd | 0.01% | New | 66,627 | $250K |
| Mariner, LLC | 0.00% | No change | 63,780 | $239K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 60,933 | $229K |
| Marex Group Ltd | 0.00% | Reduce -23.6% | 59,488 | $223K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 59,432 | $223K |
| Clear Creek Financial Management, LLC | 0.02% | Add +42.0% | 49,400 | $185K |
| NorthCoast Asset Management LLC | 0.00% | No change | 48,510 | $182K |
| NewEdge Advisors, LLC | 0.00% | Add +0.4% | 47,926 | $180K |
| Bank Ozk | 0.07% | No change | 46,385 | $174K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 45,954 | $172K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 48,876 | $170K |
| Alteri Wealth LLC | 0.07% | Add +11.7% | 43,875 | $165K |
| Comerica Bank | 0.00% | Add +3.7% | 43,182 | $162K |
| HighTower Advisors, LLC | 0.00% | Reduce -26.5% | 39,993 | $150K |
| Shufro Rose & Co. LLC | 0.01% | No change | 38,000 | $143K |
| Gridiron Partners, LLC | 0.09% | No change | 37,139 | $139K |
| Focus Partners Wealth | 0.00% | No change | 35,000 | $131K |
| Consolidated Portfolio Review Corp | 0.02% | Add +0.2% | 34,661 | $130K |
| Prospera Financial Services Inc | 0.00% | No change | 34,000 | $128K |
| Verity Asset Management, Inc. | 0.05% | Reduce -58.4% | 30,813 | $116K |
| Post Resch Tallon Group Inc. | 0.11% | No change | 29,664 | $110K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -17.7% | 29,156 | $109K |
| WealthTrust Axiom LLC | 0.03% | No change | 27,892 | $105K |
| Apollon Wealth Management, LLC | 0.00% | No change | 26,825 | $101K |
| Captrust Financial Advisors | 0.00% | No change | 25,030 | $94K |
| Argentarii, LLC | 0.05% | No change | 24,990 | $94K |
| MGB Wealth Management, LLC | 0.03% | Add +100.0% | 24,000 | $92K |
| Susquehanna International Group, LLP | 0.00% | Reduce -75.1% | 24,589 | $92K |
| Founders Financial Alliance, LLC | 0.02% | New | 23,850 | $89K |
| Belpointe Asset Management LLC | 0.00% | Reduce -44.1% | 22,160 | $83K |
| Guggenheim Capital LLC | 0.00% | Add +41.0% | 21,538 | $81K |
| &partners | 0.00% | Add +1.8% | 21,851 | $81K |
| World Investment Advisors | 0.00% | No change | 20,666 | $77K |
| Nations Financial Group Inc, /Ia/ | 0.01% | No change | 19,949 | $75K |
| Avantax Advisory Services, Inc. | 0.00% | New | 18,287 | $69K |
| Advisor Resource Council | 0.01% | New | 18,190 | $68K |
| Significant Wealth Partners LLC | 0.03% | Add +57.7% | 17,572 | $66K |
| Baker Avenue Asset Management, LP | 0.00% | No change | 17,500 | $66K |
| Stephens Inc. | 0.00% | No change | 17,067 | $64K |
| Oak Harvest Investment Services | 0.01% | No change | 17,000 | $64K |
| Meridian Investment Counsel Inc. | 0.02% | Reduce -50.6% | 15,604 | $59K |
| CW Advisors, LLC | 0.00% | New | 15,400 | $58K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 15,179 | $57K |
| Huntleigh Advisors, Inc. | 0.01% | Add +1.9% | 14,589 | $55K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | Add +2.9% | 14,415 | $54K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.4% | 14,262 | $53K |
| Brookstone Capital Management | 0.00% | Add +22.4% | 13,388 | $50K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -44.7% | 13,000 | $49K |
| Baird Financial Group, Inc. | 0.00% | No change | 13,000 | $49K |
| Lantz Financial LLC | 0.01% | No change | 12,347 | $46K |
| Two Sigma Securities, LLC | 0.01% | Reduce -49.7% | 12,031 | $45K |
| Park Square Financial Group, LLC | 0.04% | No change | 12,002 | $45K |
"% of holder's portfolio" is VVR's weight in each manager's 13F, not the share of Invesco Senior Income Trust the manager owns.