Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO SR INCOME TR (VVR)

138 + Investors. Track Smart Money conviction in VVR. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
3Q ▲
Buyers last Q
63%

Smart Money Signals — VVR

Based on 138 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added VVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
138 hedge funds hold VVR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 63% buying

76 buying44 selling
Last quarter: 76 funds were net buyers (35 opened a brand new position + 41 added to an existing one). Only 44 were sellers (30 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new VVR position: 11 → 12 → 21 → 35. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 20% medium 20% new
82 out of 138 hedge funds have held VVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +1173% but shares only +0% — price-driven

Value
+1172%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +1173%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

20 → 11 → 12 → 21 → 35 new funds/Q
New funds entering each quarter: 11 → 12 → 21 → 35. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 10% 1-2yr 25% new
Of 138 current holders: 89 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 97% AUM from top-100 funds

97% from top-100 AUM funds
13 of 138 holders are among the 100 largest funds by AUM, controlling 97% of total institutional value in VVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VVR

How many hedge funds hold VVR — quarterly history vs. share price
Quarterly hedge fund ownership of VVR vs. share price

Market Analysis: VVR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VVR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: VVR
2026 Q1 Stats Unlock in 21 days 138 + Investors

Track Smart Money conviction in VVR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 138 117 17.95%
13F Shares 56M 56M 0.02%
Total Value $3.67B $288M 1172.94%
New Positions 35 21 +14
Increased Positions 41 38 +3
Closed Positions 14 18 -4
Reduced Positions 30 29 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VVR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

138 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VVR. Verified SEC 13F-HR filings.

Top 25 institutional holders of VVR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Byrne Asset Management LLC 1.01% 534,640 $1.7M
2 ABSOLUTE INVESTMENT ADVISERS, LLC 0.56% 1,475,186 $4.8M
3 Gridiron Partners, LLC 0.37% 190,285 $613K
4 Verity Asset Management, Inc. 0.32% 236,116 $760K
5 Future Financial Wealth Managment LLC 0.31% 154,502 $481K
6 MELFA WEALTH MANAGEMENT, INC. 0.22% 118,682 $382K
7 Everstar Asset Management, LLC 0.14% 82,855 $267K
8 Post Resch Tallon Group Inc. 0.08% 31,325 $100K
9 Fortitude Advisory Group L.L.C. 0.07% 48,876 $157K
10 SAX WEALTH ADVISORS, LLC 0.04% 281,274 $920K
11 SeaCrest Wealth Management, LLC 0.02% 66,327 $214K
12 Clear Creek Financial Management, LLC 0.01% 59,175 $191K
13 Huntleigh Advisors, Inc. 0.01% 15,943 $51K
14 SILVERLAKE WEALTH MANAGEMENT LLC 0.01% 12,639 $41K
15 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 160,877 $518K
16 Oak Harvest Investment Services 0.01% 17,000 $55K
17 Apollon Wealth Management, LLC 0.01% 102,971 $332K
18 Concurrent Investment Advisors, LLC 0.00% 103,626 $334K
19 Prospera Financial Services Inc 0.00% 69,372 $223K
20 Private Advisor Group, LLC 0.00% 226,642 $730K
21 Capital Investment Advisors, LLC 0.00% 52,596 $169K
22 JOURNEY STRATEGIC WEALTH LLC 0.00% 21,150 $68K
23 OPPENHEIMER & CO INC 0.00% 32,982 $106K
24 Janney Montgomery Scott LLC 0.00% 129,620
25 WEDBUSH SECURITIES INC 0.00% 10,892
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — INVESCO SR INCOME TR (VVR)

What does the Smart Money Trend signal show for VVR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added VVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VVR?

More buyers than sellers — 63% buying: Last quarter: 76 funds were net buyers (35 opened a brand new position + 41 added to an existing one). Only 44 were sellers (30 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for VVR holders?

Elite ownership — 97% AUM from top-100 funds: 13 of 138 holders are among the 100 largest funds by AUM, controlling 97% of total institutional value in VVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VVR?

59% of holders stayed for 2+ years: 82 out of 138 hedge funds have held VVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.