IVR icon

Invesco Mortgage Capital
IVR

Overview Fund Activity

230 hedge funds and large institutions have $374M invested in Invesco Mortgage Capital in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 54 reducing their positions, and 56 closing their positions.

Holders
230
Holders Change
-14
Holders Change %
-5.74%
% of All Funds
5.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
110
Reduced
54
Closed
56
Calls
$899K
Puts
$1.4M
Net Calls
-$502K
Net Calls Change
+$409K

Top Buyers

1
BlackRock
1
BlackRock
New York
$101M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$11.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.2M
4
State Street
4
State Street
Massachusetts
$20M
5
Ameriprise
5
Ameriprise
Minnesota
$8.34M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
2
UBS Group
2
UBS Group
Switzerland
$180K
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
251
Prelude Capital Management
New York
– – -12,307 Closed
BRWM
252
B. Riley Wealth Management
Tennessee
– – -11,717 Closed
SBIA
253
Sheaff Brock Investment Advisors
Indiana
– – -10,955 Closed
CA
254
Cetera Advisors
Colorado
– – -10,910 Closed
WQ
255
Wealth Quarterback
New Jersey
– – -9,513 Closed
PA
256
Parallel Advisors
California
– – -8,783 Closed
SIC
257
Samalin Investment Counsel
New York
– – -7,664 Closed
BAM
258
Belpointe Asset Management
Nevada
– – -6,400 Closed
DekaBank Deutsche Girozentrale
259
DekaBank Deutsche Girozentrale
Germany
– – -5,426 Closed
SF
260
Synovus Financial
Georgia
– – -3,346 Closed
CIA
261
Capital Investment Advisors
Georgia
– – -3,163 Closed
IUHSA
262
Itau Unibanco Holding S.A.
Brazil
– – -2,459 Closed
PA
263
PSI Advisors
Florida
– – -1,950 Closed
FIB
264
First Interstate Bank
Montana
– – -1,915 Closed
DCM
265
Dupont Capital Management
Delaware
– – -1,326 Closed
GDP
266
Great Diamond Partners
Maine
– – -1,185 Closed
WWM
267
Willingdon Wealth Management
North Carolina
$0 100 -1,000 -91%
IF
268
Ironwood Financial
Arizona
– – -854 Closed
LWA
269
Lenox Wealth Advisors
New York
– – -700 Closed
FCA
270
FinTrust Capital Advisors
South Carolina
– – -500 Closed
OSAM
271
O'Shaughnessy Asset Management
Connecticut
– – -259 Closed
PI
272
PEAK6 Investments
Illinois
$0 101 -237 -70%
AA
273
Argent Advisors
Louisiana
– – -229 Closed
AF
274
Allworth Financial
California
– – -200 Closed
TFS
275
TrustCore Financial Services
Tennessee
– – -160 Closed
8 9 10
11
12