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Invesco Mortgage Capital
IVR

Overview Fund Activity

141 hedge funds and large institutions have $221M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 30 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
30
Closed
30
Calls
$1.25M
Puts
$2.01M
Net Calls
-$760K
Net Calls Change
+$4.02M

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$7.56M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.8M
3
UBS AM
3
UBS AM
Illinois
$2.43M
4
State Street
4
State Street
Massachusetts
$10.6M
5
ZIM
5
Zacks Investment Management
Illinois
$1.61M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
JAM
2
Jupiter Asset Management
United Kingdom
$959K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.8M
4
UBS Group
4
UBS Group
Switzerland
$4.48M
5
Barclays
5
Barclays
United Kingdom
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$51.9M 6,614,821 +19,740 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.8M 3,676,986 +243,423 +7%
Invesco
3
Invesco
Georgia
$17.8M 2,269,716 -93,458 -4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$12.4M 1,577,067 +70,151 +5%
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$11.2M 1,430,586 +135,323 +10%
State Street
6
State Street
Massachusetts
$10.6M 1,351,572 +230,927 +21%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$7.71M 983,800 -193,600 -16%
WAM
8
Wolverine Asset Management
Illinois
$7.56M 964,658 +553,495 +135%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.42M 691,200 -45,500 -6%
VanEck Associates
10
VanEck Associates
New York
$5.4M 689,250 +40,941 +6%
Two Sigma Investments
11
Two Sigma Investments
New York
$4.8M 612,701 -352,843 -37%
Northern Trust
12
Northern Trust
Illinois
$4.56M 581,190 +1,902 +0.3%
UBS Group
13
UBS Group
Switzerland
$4.48M 571,409 -256,628 -31%
Charles Schwab
14
Charles Schwab
California
$4.31M 549,843 +44,784 +9%
SBH
15
Segall Bryant & Hamill
Illinois
$3.56M 453,848 -42,449 -9%
Morgan Stanley
16
Morgan Stanley
New York
$2.85M 363,566 -149,084 -29%
Ameriprise
17
Ameriprise
Minnesota
$2.64M 336,797 +147,486 +78%
UBS AM
18
UBS AM
Illinois
$2.43M 310,261 +239,301 +337%
Goldman Sachs
19
Goldman Sachs
New York
$1.69M 215,248 -153,218 -42%
ZIM
20
Zacks Investment Management
Illinois
$1.61M 205,845 +205,845 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.52M 194,010 +57,365 +42%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.32M 168,686 +19,592 +13%
Verition Fund Management
23
Verition Fund Management
Connecticut
$1.23M 157,442 +157,442 New
QT
24
Quantbot Technologies
New York
$1.19M 152,055 +118,810 +357%
NL
25
Nuveen LLC
North Carolina
$1.19M 151,633 +16,310 +12%
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