AI
IVR icon

Atom Investors’s Invesco Mortgage Capital IVR Stock Holding History

Atom Investors’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
Q2 		$1.69M Buy
+213,771
New +$1.72M 0.15% 210
2021
Q4 		– Sell
-1,193
Closed -$38K – 341
2021
Q3 		$38K Sell
1,193
-57
-5% -$1.85K ﹤0.01% 297
2021
Q2 		$49K Sell
1,250
-131
-9% -$4.96K 0.01% 238
2021
Q1 		$55K Buy
+1,381
New +$52.1K 0.01% 234

Other funds holding IVR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Atom Investors's IVR Position: Q2 2026 in Review

Atom Investors opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 213,771 shares worth $1.69M. The stake represents 0.15% of the portfolio and ranks #210 among its holdings. This is a return to the name: Atom Investors previously reported a position in IVR as recently as Q3 2021.

Atom Investors first reported a position in IVR in Q1 2021 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Atom Investors held 213,771 shares of Invesco Mortgage Capital worth $1.69M as of Q2 2026.
  • Invesco Mortgage Capital was a new Atom Investors position in Q2 2026.
  • Invesco Mortgage Capital made up 0.15% of Atom Investors's portfolio in Q2 2026, its #210 holding.
  • Atom Investors first reported a position in Invesco Mortgage Capital in Q1 2021 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.