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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 %
PCM
26
Penserra Capital Management
California
$1.09M 139,546 +3,187 +2%
AI
27
AXS Investments
New York
$1.05M 133,580 +133,580 New
Barclays
28
Barclays
United Kingdom
$1.02M 130,554 -200,062 -61%
Swiss National Bank
29
Swiss National Bank
Switzerland
$978K 124,701 +7,000 +6%
JAM
30
Jupiter Asset Management
United Kingdom
$959K 122,328 -764,410 -86%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$823K 104,924 +18,061 +21%
Squarepoint
32
Squarepoint
New York
$778K 99,252 +34,707 +54%
NRD
33
Nebula Research & Development
New York
$766K 97,683 +11,223 +13%
Millennium Management
34
Millennium Management
New York
$700K 89,246 +89,246 New
Citadel Advisors
35
Citadel Advisors
Florida
$657K 83,776 +47,273 +130%
LSV Asset Management
36
LSV Asset Management
Illinois
$640K 81,607 – –
Bank of America
37
Bank of America
North Carolina
$515K 65,711 +6,805 +12%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$512K 65,181 +5,980 +10%
LPL Financial
39
LPL Financial
California
$505K 64,390 +46,935 +269%
Wells Fargo
40
Wells Fargo
California
$499K 63,662 +4,086 +7%
Legal & General Group
41
Legal & General Group
United Kingdom
$489K 62,420 +5,390 +9%
PI
42
PFG Investments
New York
$489K 62,357 +30,767 +97%
AllianceBernstein
43
AllianceBernstein
Tennessee
$488K 62,263 +18,200 +41%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$480K 61,175 +61,175 New
FWP
45
Firethorn Wealth Partners
Georgia
$452K 57,602 -9,583 -14%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$401K 51,141 – –
MIM
47
MetLife Investment Management
New Jersey
$325K 41,456 +5,747 +16%
Marshall Wace
48
Marshall Wace
United Kingdom
$291K 37,121 +37,121 New
Deutsche Bank
49
Deutsche Bank
Germany
$287K 36,632 -8,931 -20%
EGM
50
Engineers Gate Manager
New York
$282K 36,022 +36,022 New
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