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Invesco Mortgage Capital
IVR

Overview Fund Activity

139 hedge funds and large institutions have $206M invested in Invesco Mortgage Capital in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-2
Holders Change %
-1.42%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
52
Reduced
35
Closed
30
Calls
$4.79M
Puts
$7.93M
Net Calls
-$3.14M
Net Calls Change
-$1.23M

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.7M
2
UBS Group
2
UBS Group
Switzerland
$8.86M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$11.7M
4
BlackRock
4
BlackRock
New York
$44.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.7M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$5.81M
2
HF
2
HRT Financial
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
26
Swiss National Bank
Switzerland
$868K +$98.2K +12,200 +13%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$862K -$475K -59,005 -36%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$681K +$12.2K +1,513 +2%
LSV Asset Management
29
LSV Asset Management
Illinois
$672K -$19.4K -2,410 -3%
Squarepoint
30
Squarepoint
New York
$585K +$585K +72,705 New
FGP
31
Freestone Grove Partners
California
$584K +$584K +72,539 New
FWP
32
Firethorn Wealth Partners
Georgia
$495K -$47.9K -5,949 -9%
Bank of America
33
Bank of America
North Carolina
$491K +$120K +14,897 +32%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$442K +$50.6K +6,271 +13%
Wells Fargo
35
Wells Fargo
California
$442K +$29.5K +3,662 +7%
QT
36
Quantbot Technologies
New York
$434K +$434K +53,957 New
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$412K +$40.2K +4,988 +11%
Universal-Beteiligungs- und Servicegesellschaft
38
Universal-Beteiligungs- und Servicegesellschaft
Germany
$391K +$391K +48,592 New
Legal & General Group
39
Legal & General Group
United Kingdom
$382K +$106K +13,217 +39%
Deutsche Bank
40
Deutsche Bank
Germany
$373K +$161K +20,038 +76%
Citigroup
41
Citigroup
New York
$368K +$77.6K +9,634 +27%
UBS AM
42
UBS AM
Illinois
$355K -$557K -69,199 -61%
AllianceBernstein
43
AllianceBernstein
Tennessee
$355K -$102K -12,652 -22%
Simplex Trading
44
Simplex Trading
Illinois
$354K -$66.5K -8,276 -16%
LPL Financial
45
LPL Financial
California
$348K -$3.42K -425 -1%
NRD
46
Nebula Research & Development
New York
$347K +$347K +43,130 New
TRCT
47
Tower Research Capital (TRC)
New York
$323K +$303K +37,674 +1,555%
AWS
48
Atria Wealth Solutions
New York
$291K +$291K +36,175 New
Group One Trading
49
Group One Trading
Illinois
$280K -$427K -53,019 -60%
VF
50
Virtu Financial
New York
$273K +$273K +33,906 New
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