Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Sr Income Tr (VVR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — VVR

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VVR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
137 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 — +17% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+17% 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.
🟡

Slight buying edge — 50% buying

57 buying58 selling
Last quarter: 57 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 21 → 36 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
86 out of 137 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.
💎

Buying through price weakness — shares +5%, value -95%

Value
-95%
Shares
+5%
Last quarter: funds added +5% more shares while total portfolio value only changed -95%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

11 → 14 → 21 → 36 → 11 new funds/Q
New funds entering each quarter: 14 → 21 → 36 → 11. A growing number of institutions are discovering VVR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 12% 1-2yr ■ 20% new
Of 137 current holders: 94 (69%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
18 of 137 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — VVR

In 2026 Q1, 57 hedge funds were net buyers of VVR (11 opened a new position, 46 added to an existing one), while 58 reduced or exited (41 trimmed, 17 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 45% of total institutional value in VVR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 137.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Sr Income Tr (VVR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much VVR has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
VVR
-6.8%
XLF
+6.6%

VVR outperformed XLF by -13.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
VVR
+0.3%
XLF
+3.0%

Since the filing became public, VVR outperformed XLF by -2.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: VVR
137 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 137 143 -4.2%
13F Shares 59M 56M 5.39%
Total Value $168M $3.67B -95.43%
New Positions 11 36 -25
Increased Positions 46 42 +4
Closed Positions 17 14 +3
Reduced Positions 41 30 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VVR

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Financial Highlights

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Institutional Holders (2026 Q1)

137 + investors

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

QUARTER:
Top 25 VVR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Solutions 4 Wealth, Ltd 13.67% 2,822,329 $9.1M
2 Bramshill Investments, LLC 1.86% 6,721,458 $21.6M
3 Byrne Asset Management LLC 1.01% 534,640 $1.7M
4 Matisse Capital 0.82% 600,000 $1.9M
5 Absolute Investment Advisers, LLC 0.56% 1,475,186 $4.8M
6 Illumine Investment Management, LLC 0.42% 169,395 $545K
7 Icon Advisers Inc/Co 0.39% 518,888 $1.7M
8 Camelot Portfolios, LLC 0.38% 160,162 $516K
9 Quarry LP 0.38% 655,830 $2.1M
10 Gridiron Partners, LLC 0.37% 190,285 $613K
11 Verity Asset Management, Inc. 0.32% 236,116 $760K
12 Future Financial Wealth Managment LLC 0.31% 154,502 $481K
13 City of London Investment Management Co Ltd 0.26% 1,098,421 $3.5M
14 Melfa Wealth Management, INC. 0.22% 118,682 $382K
15 Virtus Investment Advisers, LLC 0.18% 203,173 $654K
16 Everstar Asset Management, LLC 0.14% 82,855 $267K
17 Logan Stone Capital, LLC 0.14% 152,209 $490K
18 Robinson Capital Management, LLC 0.13% 97,027 $303K
19 Closed-End Fund Advisors, Inc. 0.11% 34,683 $112K
20 Ionic Capital Management LLC 0.09% 391,950 $1.3M
21 1607 Capital Partners, LLC 0.09% 379,461 $1.2M
22 Post Resch Tallon Group Inc. 0.08% 31,325 $100K
23 Advisors Asset Management, Inc. 0.07% 1,346,055 $4.3M
24 Fortitude Advisory Group L.L.C. 0.07% 48,876 $157K
25 Adapt Wealth Advisors, LLC 0.07% 57,833 $186K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VVR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VVR?

Slight buying edge — 50% buying: Last quarter: 57 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for VVR holders?

Elite ownership — 45% AUM from top-100 funds: 18 of 137 holders are among the 100 largest funds by AUM, controlling 45% 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?

63% of holders stayed for 2+ years: 86 out of 137 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.

Is it too late to buy Invesco Sr Income Tr (VVR) following the 2026 Q1 hedge fund 13F filings?

As of today, VVR has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of -2.7%. Since the quarter end (March 31, 2026), VVR has gained -6.8% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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