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Invesco Mortgage Capital
IVR

Overview Fund Activity

141 hedge funds and large institutions have $210M invested in Invesco Mortgage Capital in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
54
Reduced
38
Closed
15
Calls
$7.8M
Puts
$9.71M
Net Calls
-$1.91M
Net Calls Change
-$1.82M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$6.82M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.51M
4
PCA
4
PL Capital Advisors
Florida
$3.76M
5
HF
5
HRT Financial
New York
$2.35M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.54M
2
GCP
2
GSA Capital Partners
United Kingdom
$191K
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$6.51M
5
Invesco
5
Invesco
Georgia
$892K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$1.09M 116,278 +8,292 +8%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.09M 115,753 +115,753 New
UBS AM
28
UBS AM
Illinois
$1.06M 113,355 +65,409 +136%
PCM
29
Penserra Capital Management
California
$1M 106,948 +19,995 +23%
WAM
30
Wolverine Asset Management
Illinois
$1M 106,658 +106,658 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$998K 106,300 +13,365 +14%
Swiss National Bank
32
Swiss National Bank
Switzerland
$898K 95,601 – –
Invesco
33
Invesco
Georgia
$892K 95,015 -68,496 -42%
Group One Trading
34
Group One Trading
Illinois
$824K 87,764 +28,288 +48%
LSV Asset Management
35
LSV Asset Management
Illinois
$806K 85,871 -26,157 -23%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$780K 83,090 -2,418 -3%
Barclays
37
Barclays
United Kingdom
$708K 75,303 +57,649 +327%
Prudential Financial
38
Prudential Financial
New Jersey
$682K 72,657 – –
Verition Fund Management
39
Verition Fund Management
Connecticut
$655K 69,752 +4,002 +6%
FWP
40
Firethorn Wealth Partners
Georgia
$633K 67,416 +27,356 +68%
AllianceBernstein
41
AllianceBernstein
Tennessee
$533K 56,715 -5,190 -8%
Simplex Trading
42
Simplex Trading
Illinois
$491K 52,361 +12,713 +32%
Wells Fargo
43
Wells Fargo
California
$481K 51,192 -5,683 -10%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$456K 48,560 +4,573 +10%
Bank of America
45
Bank of America
North Carolina
$433K 46,154 +2,659 +6%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$433K 46,153 -1,139 -2%
LPL Financial
47
LPL Financial
California
$410K 43,650 -4,575 -9%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$399K 42,492 -6,105 -13%
Citigroup
49
Citigroup
New York
$338K 36,041 +24,155 +203%
SOW
50
State of Wyoming
Wyoming
$326K 34,692 +2,815 +9%
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