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Evergreen Capital Management’s Invesco Mortgage Capital IVR Stock Holding History

Evergreen Capital Management’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
2025
Q2 		– Sell
-10,837
Closed -$85.5K – 1191
2025
Q1 		$85.5K Buy
+10,837
New +$91.4K ﹤0.01% 1075

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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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Evergreen Capital Management's IVR Position: Q2 2025 in Review

Evergreen Capital Management sold out of Invesco Mortgage Capital (IVR) in Q2 2025, closing a stake of 10,837 shares — an estimated $85.5K sold.

Evergreen Capital Management first reported a position in IVR in Q1 2025 and held it in 1 quarter. The position peaked at $85.5K in Q1 2025. 145 funds tracked by Wall St. Rank hold IVR as of Q2 2025.

  • Evergreen Capital Management reported no remaining Invesco Mortgage Capital position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 10,837 Invesco Mortgage Capital shares in Q2 2025, an estimated $85.5K.
  • Evergreen Capital Management first reported a position in Invesco Mortgage Capital in Q1 2025 and held it in 1 quarter.
  • Evergreen Capital Management's Invesco Mortgage Capital position peaked at $85.5K in Q1 2025.
  • 145 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.