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
Q2 		$196K Buy
24,865
+7,496
+43% +$60.4K ﹤0.01% 3254
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 $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

Mercer Global Advisors's IVR Position: Q2 2026 in Review

Mercer Global Advisors increased its Invesco Mortgage Capital (IVR) stake by 43% in Q2 2026, buying an estimated $60.4K and bringing the position to 24,865 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #3254.

Mercer Global Advisors first reported a position in IVR in Q2 2020 and has held it in 4 quarters since. The position peaked at $436K in Q2 2020. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Mercer Global Advisors held 24,865 shares of Invesco Mortgage Capital worth $196K as of Q2 2026.
  • Mercer Global Advisors bought 7,496 Invesco Mortgage Capital shares in Q2 2026, an estimated $60.4K.
  • Invesco Mortgage Capital made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #3254 holding.
  • Mercer Global Advisors first reported a position in Invesco Mortgage Capital in Q2 2020 and has held it in 4 quarters since.
  • Mercer Global Advisors's Invesco Mortgage Capital position peaked at $436K in Q2 2020.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.