Mercer Global Advisors
IVR icon

Mercer Global Advisors’s Invesco Mortgage Capital IVR Stock Holding History

Mercer Global Advisors’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 		$140K Buy
17,369
+2,085
+14% +$17.8K ﹤0.01% 2938
2025
Q4 		$129K Buy
+15,284
New +$120K ﹤0.01% 2666
2020
Q3 		– Sell
-11,665
Closed -$436K – 1264
2020
Q2 		$436K Buy
+11,665
New +$401K 0.01% 728

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

Mercer Global Advisors's IVR Position: Q1 2026 in Review

Mercer Global Advisors increased its Invesco Mortgage Capital (IVR) stake by 14% in Q1 2026, buying an estimated $17.8K and bringing the position to 17,369 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2938.

Mercer Global Advisors first reported a position in IVR in Q2 2020 and has held it in 3 quarters since. The position peaked at $436K in Q2 2020. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Mercer Global Advisors held 17,369 shares of Invesco Mortgage Capital worth $140K as of Q1 2026.
  • Mercer Global Advisors bought 2,085 Invesco Mortgage Capital shares in Q1 2026, an estimated $17.8K.
  • Invesco Mortgage Capital made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2938 holding.
  • Mercer Global Advisors first reported a position in Invesco Mortgage Capital in Q2 2020 and has held it in 3 quarters since.
  • Mercer Global Advisors's Invesco Mortgage Capital position peaked at $436K in Q2 2020.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.