Institutional Ownership
Invesco Sr Income Tr
CUSIP 46131H107COMVVRQ1 2026
13D / 13G Filings
11
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
9.9%
Max % of class reported
Institutional Holders
136
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
11 filings · latest Feb 9, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Feb 9, 2024 | Morgan Stanley | 13G/A | 6.3% | 9.65M | SEC |
| 2 | Feb 14, 2023 | Saba Capital Management, L.P. | 13G/A | — | — | SEC |
| 3 | Feb 10, 2023 | First Trust Portfolios LP | 13G/A | 3.5% | 5.33M | SEC |
| 4 | Feb 9, 2023 | Morgan Stanley | 13G/A | 7.7% | 11.71M | SEC |
| 5 | Feb 14, 2022 | Saba Capital Management, L.P. | 13G/A | 5.5% | 8.37M | SEC |
| 6 | Feb 9, 2022 | Morgan Stanley | 13G/A | 7.1% | 10.87M | SEC |
| 7 | Jan 14, 2022 | First Trust Portfolios LP | 13G | 5.8% | 8.84M | SEC |
| 8 | Feb 12, 2021 | Saba Capital Management, L.P. | 13G/A | 9.9% | 15.11M | SEC |
| 9 | Feb 11, 2021 | Morgan Stanley | 13G | 6.2% | 9.55M | SEC |
| 10 | Feb 14, 2020 | Saba Capital Management, L.P. | 13G/A | 9.3% | 14.20M | SEC |
1 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Invesco Sr Income Tr.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 10.73M | $34.54M |
| 2 | Bramshill Investments, LLC | 6.72M | $21.64M |
| 3 | Bank Of America Corp /De/ | 3.27M | $10.54M |
| 4 | Solutions 4 Wealth, Ltd | 2.82M | $9.09M |
| 5 | Lpl Financial LLC | 2.74M | $8.83M |
| 6 | Invesco Ltd. | 2.07M | $6.67M |
| 7 | Ep Wealth Advisors, LLC | 1.91M | $6.16M |
| 8 | Ubs Group AG | 1.74M | $5.60M |
| 9 | Absolute Investment Advisers, LLC | 1.48M | $4.75M |
| 10 | Advisors Asset Management, Inc. | 1.35M | $4.33M |