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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$18.8M
Exits16$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
Spire Wealth Management 0.00% Add +2.4% 11,208 $42K
Wedbush Securities Inc. 0.00% No change 10,893 $41K
Harbour Investments, Inc. 0.00% No change 10,866 $41K
One Capital Management, LLC 0.00% Reduce -29.9% 10,215 $38K
Geneos Wealth Management Inc. 0.00% Reduce -5.6% 10,106 $38K
NWF Advisory Services Inc. 0.01% New 10,000 $38K
Private Trust Co. NA 0.00% No change 9,000 $34K
Consultiva Wealth Management, Corp. 0.08% New 6,338 $24K
MAI Capital Management 0.00% No change 4,979 $19K
Wolverine Asset Management LLC 0.00% Reduce -93.8% 4,687 $18K
Northwestern Mutual Wealth Management Co. 0.00% Add +36.1% 3,766 $14K
Whittier Trust Co. 0.00% No change 3,328 $12K
Glass Jacobson Investment Advisors llc 0.00% No change 3,100 $12K
Beaird Harris Wealth Management, LLC 0.00% No change 3,200 $12K
EverSource Wealth Advisors, LLC 0.00% No change 2,500 $9K
Cwm, LLC 0.00% No change 1,821 $7K
Allworth Financial LP 0.00% No change 1,400 $5K
Stonebridge Financial Group, LLC 0.00% Add +2.9% 930 $3K
US Bancorp \de 0.00% No change 800 $3K
Strategic Investment Solutions, Inc. 0.00% Add +2.7% 418 $2K
JPMorgan Chase & Co. 0.00% Reduce -21.6% 312 $1K
Key Financial Inc 0.00% No change 300 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.6% 7 $26

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