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Winton Group’s Invesco Mortgage Capital IVR Stock Holding History

Winton Group’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 		$727K Buy
+92,000
New +$742K 0.02% 588
2025
Q4 		– Sell
-14,600
Closed -$110K – 1019
2025
Q3 		$110K Buy
+14,600
New +$111K ﹤0.01% 690
2022
Q2 		– Sell
-16,811
Closed -$383K – 1010
2022
Q1 		$383K Sell
16,811
-19,129
-53% -$471K 0.02% 753
2021
Q4 		$999K Buy
+35,940
New +$1.11M 0.06% 462
2021
Q3 		– Sell
-1,144
Closed -$45K – 1407
2021
Q2 		$45K Buy
+1,144
New +$43.3K ﹤0.01% 1402
2020
Q3 		– Sell
-78,552
Closed -$2.94M – 1537
2020
Q2 		$2.94M Sell
78,552
-51,969
-40% -$1.79M 0.08% 467
2020
Q1 		$4.45M Sell
130,521
-10,488
-7% -$1.54M 0.12% 292
2019
Q4 		$23.5M Buy
141,009
+100,109
+245% +$16.1M 0.33% 30
2019
Q3 		$6.26M Buy
40,900
+34,714
+561% +$5.51M 0.07% 301
2019
Q2 		$997K Buy
6,186
+775
+14% +$125K 0.02% 417
2019
Q1 		$855K Buy
5,411
+2,913
+117% +$462K 0.02% 383
2018
Q4 		$362K Buy
2,498
+547
+28% +$82.7K 0.01% 592
2018
Q3 		$309K Sell
1,951
-610
-24% -$98.6K 0.01% 807
2018
Q2 		$407K Sell
2,561
-945
-27% -$153K 0.01% 715
2018
Q1 		$574K Buy
+3,506
New +$578K 0.02% 710

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

Winton Group's IVR Position: Q2 2026 in Review

Winton Group opened a new position in Invesco Mortgage Capital (IVR) in Q2 2026: 92,000 shares worth $727K. The stake represents 0.02% of the portfolio and ranks #588 among its holdings. This is a return to the name: Winton Group previously reported a position in IVR as recently as Q3 2025.

Winton Group first reported a position in IVR in Q1 2018 and has held it in 15 quarters since. The position peaked at $23.5M in Q4 2019. 182 funds tracked by Wall St. Rank hold IVR as of Q2 2026.

  • Winton Group held 92,000 shares of Invesco Mortgage Capital worth $727K as of Q2 2026.
  • Invesco Mortgage Capital was a new Winton Group position in Q2 2026.
  • Invesco Mortgage Capital made up 0.02% of Winton Group's portfolio in Q2 2026, its #588 holding.
  • Winton Group first reported a position in Invesco Mortgage Capital in Q1 2018 and has held it in 15 quarters since.
  • Winton Group's Invesco Mortgage Capital position peaked at $23.5M in Q4 2019.
  • 182 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.