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AlphaQuest’s Invesco Mortgage Capital IVR Stock Holding History

AlphaQuest’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-33,545
Closed -$282K – 1014
2025
Q4 		$282K Buy
33,545
+32,950
+5,538% +$258K 0.02% 1247
2025
Q3 		$4.5K Sell
595
-16,510
-97% -$126K ﹤0.01% 2192
2025
Q2 		$134K Buy
17,105
+15,960
+1,394% +$118K 0.01% 1321
2025
Q1 		$9.03K Buy
+1,145
New +$9.65K ﹤0.01% 1808
2024
Q2 		– Sell
-2
Closed -$19 – 1731
2024
Q1 		$19 Buy
+2
New +$18 ﹤0.01% 1622

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AlphaQuest's IVR Position: Q1 2026 in Review

AlphaQuest sold out of Invesco Mortgage Capital (IVR) in Q1 2026, closing a stake of 33,545 shares — an estimated $282K sold.

AlphaQuest first reported a position in IVR in Q1 2024 and held it in 5 quarters. The position peaked at $282K in Q4 2025. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • AlphaQuest reported no remaining Invesco Mortgage Capital position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 33,545 Invesco Mortgage Capital shares in Q1 2026, an estimated $282K.
  • AlphaQuest first reported a position in Invesco Mortgage Capital in Q1 2024 and held it in 5 quarters.
  • AlphaQuest's Invesco Mortgage Capital position peaked at $282K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.