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Invesco Mortgage Capital
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Overview Fund Activity

215 hedge funds and large institutions have $1.26B invested in Invesco Mortgage Capital in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
68
Reduced
71
Closed
29
Calls
$2.01M
Puts
$2.14M
Net Calls
-$131K
Net Calls Change
-$1.68M

Top Buyers

1
BlackRock
1
BlackRock
New York
$304M
2
Invesco
2
Invesco
Georgia
$16.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$21.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$48.7M
5
MWNA
5
Marshall Wace North America
New York
$7.11M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$19.2M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.4M
3
JIM
3
Jupiter Investment Management
United Kingdom
$1.35M
4
RCAMU
4
Rothschild & Co Asset Management US
Connecticut
$4.7M
5
Wells Fargo
5
Wells Fargo
California
$8.79M
Name Market Value Shares Shares
Change 		Shares
Change %
CIP
226
Convergence Investment Partners
Florida
– – -63,834 Closed
Acadian Asset Management
227
Acadian Asset Management
Massachusetts
– – -57,447 Closed
Los Angeles Capital Management
228
Los Angeles Capital Management
California
– – -52,586 Closed
CSS
229
Cubist Systematic Strategies
Connecticut
– – -41,926 Closed
HIM
230
Hillsdale Investment Management
Ontario, Canada
– – -29,500 Closed
QSS
231
Quantitative Systematic Strategies
Florida
– – -27,699 Closed
RJFSA
232
Raymond James Financial Services Advisors
Florida
– – -19,954 Closed
Parallax Volatility Advisers
233
Parallax Volatility Advisers
California
– – -17,178 Closed
FAAS
234
First Allied Advisory Services
California
– – -11,320 Closed
PG
235
Patten Group
Tennessee
– – -6,000 Closed
Nisa Investment Advisors
236
Nisa Investment Advisors
Missouri
– – -6,000 Closed
II
237
Inspire Investing
Idaho
– – -3,053 Closed
SWA
238
Sutton Wealth Advisors
Florida
– – -1,471 Closed
EWM
239
Edge Wealth Management
New York
– – -1,000 Closed
PWM
240
Paulson Wealth Management
Illinois
– – -673 Closed
PHK
241
Point72 Hong Kong
Hong Kong
– – -472 Closed
AWM
242
Avior Wealth Management
Nebraska
– – -300 Closed
STA
243
Summit Trail Advisors
New York
– – -92 Closed
PFBT
244
Parkside Financial Bank & Trust
Missouri
– – -57 Closed
PG
245
PEAK6 Group
Illinois
– – – –
Wolverine Trading
246
Wolverine Trading
Illinois
– – – –
6 7 8 9
10