Institutional Ownership
Invesco Sr Income Tr
CUSIP 46131H107COMVVRQ1 2026
Institutional Holders
136
13F filers
Shares Held
58.91M
Aggregate institutional
Institutional Value
$167.98M
Q1 2026
Net New Holders
-5
12 new · 17 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions12
Increased47
Decreased39
Sold out17
Institutional Holders
136 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 10.73M | $34.54M | +1.06M | Added |
| 2 | Bramshill Investments, LLC | 6.72M | $21.64M | +2.28M | Added |
| 3 | Bank Of America Corp /De/ | 3.27M | $10.54M | −145.3K | Reduced |
| 4 | Solutions 4 Wealth, Ltd | 2.82M | $9.09M | −244.5K | Reduced |
| 5 | Lpl Financial LLC | 2.74M | $8.83M | −62.4K | Reduced |
| 6 | Invesco Ltd. | 2.07M | $6.67M | −48.4K | Reduced |
| 7 | Ep Wealth Advisors, LLC | 1.91M | $6.16M | +1.91M | New |
| 8 | Ubs Group AG | 1.74M | $5.60M | −399.3K | Reduced |
| 9 | Absolute Investment Advisers, LLC | 1.48M | $4.75M | +418.4K | Added |
| 10 | Advisors Asset Management, Inc. | 1.35M | $4.33M | +55.5K | Added |
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