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Invesco Mortgage Capital
IVR

Overview Fund Activity

202 hedge funds and large institutions have $383M invested in Invesco Mortgage Capital in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 60 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-27
Holders Change %
-11.79%
% of All Funds
4.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
101
Reduced
60
Closed
58
Calls
$50.8M
Puts
$26.5M
Net Calls
+$24.4M
Net Calls Change
+$24.9M

Top Buyers

1
Invesco
Invesco
Georgia
+$16.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.65M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.26M
4
State Street
State Street
Massachusetts
+$2.71M
5
CS
Credit Suisse
Switzerland
+$2.54M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$7.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.59M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$5.52M
4
LSV Asset Management
LSV Asset Management
Illinois
-$4.53M
5
Wells Fargo
Wells Fargo
California
-$3.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
– -$57K -1,686 Closed
AG
227
AlphaSimPlex Group
Massachusetts
– -$50K -1,477 Closed
VPIM
228
Vanguard Personalized Indexing Management
California
– -$45K -1,330 Closed
JIC
229
Joel Isaacson & Co
New York
– -$45K -1,314 Closed
N
230
Natixis
France
– -$44K -1,298 Closed
CG
231
Cutler Group
California
– -$42K -1,250 Closed
BCA
232
Biltmore Capital Advisors
New Jersey
– -$41K -1,200 Closed
Group One Trading
233
Group One Trading
Illinois
– -$37K -1,088 Closed
FRM
234
Fox Run Management
Connecticut
– -$36K -1,069 Closed
Schroder Investment Management Group
235
Schroder Investment Management Group
United Kingdom
– -$13K -555 Closed
CAN
236
Claraphi Advisory Network
United States
– -$17K -496 Closed
NFG
237
Next Financial Group
Texas
– -$16K -473 Closed
Federated Hermes
238
Federated Hermes
Pennsylvania
– -$9K -266 Closed
1W
239
1776 Wealth
Georgia
– -$8K -250 Closed
HS
240
Horan Securities
United States
– -$6K -185 Closed
JCM
241
Jacobi Capital Management
Pennsylvania
– -$4K -110 Closed
QT
242
Quantbot Technologies
New York
– -$3K -101 Closed
OFG
243
OmniStar Financial Group
North Carolina
– -$3K -100 Closed
OIA
244
Optimum Investment Advisors
Illinois
– -$3K -100 Closed
CFA
245
Carroll Financial Associates
North Carolina
– -$1K -35 Closed
TWA
246
TCI Wealth Advisors
Arizona
– -$1K -27 Closed
AIL
247
AGF Investments LLC
Ontario, Canada
– -$1K -26 Closed
FGAM
248
Financial Gravity Asset Management
Texas
– -$63 -2 Closed
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