WG
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Winton Group's IVR Position: Q4 2025 in Review

Winton Group sold out of Invesco Mortgage Capital (IVR) in Q4 2025, closing a stake of 14,600 shares — an estimated $110K sold.

Winton Group first reported a position in IVR in Q1 2018 and held it in 14 quarters. The position peaked at $23.5M in Q4 2019. 171 funds tracked by Wall St. Rank hold IVR as of Q4 2025.

  • Winton Group reported no remaining Invesco Mortgage Capital position as of Q4 2025 after selling out during the quarter.
  • Winton Group sold 14,600 Invesco Mortgage Capital shares in Q4 2025, an estimated $110K.
  • Winton Group first reported a position in Invesco Mortgage Capital in Q1 2018 and held it in 14 quarters.
  • Winton Group's Invesco Mortgage Capital position peaked at $23.5M in Q4 2019.
  • 171 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q4 2025.

Based on Winton Group's 13F filing for Q4 2025, filed 11 Feb 2026.