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Invesco Mortgage Capital
IVR

Overview Fund Activity

146 hedge funds and large institutions have $237M invested in Invesco Mortgage Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
59
Reduced
34
Closed
16
Calls
$2.51M
Puts
$7.29M
Net Calls
-$4.78M
Net Calls Change
-$1.63M

Top Buyers

1
BlackRock
BlackRock
New York
$52M
2
JAM
Jupiter Asset Management
United Kingdom
$7M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$10.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$9.29M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.4M

Top Sellers

1
CM
CastleKnight Management
New York
$0
2
PCA
PL Capital Advisors
Florida
$789K
3
UBS Group
UBS Group
Switzerland
$6.53M
4
EH
EMG Holdings
Connecticut
$0
5
AWS
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
26
Penserra Capital Management
California
$1.08M +$187K +23,746 +21%
NL
27
Nuveen LLC
North Carolina
$1.07M +$1.07M +135,323 New
Swiss National Bank
28
Swiss National Bank
Switzerland
$929K +$78.1K +9,900 +9%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$803K +$803K +101,822 New
PCA
30
PL Capital Advisors
Florida
$789K -$2.37M -300,000 -75%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$685K +$17.8K +2,260 +3%
NRD
32
Nebula Research & Development
New York
$682K +$342K +43,330 +100%
LSV Asset Management
33
LSV Asset Management
Illinois
$644K -$14.6K -1,854 -2%
UBS AM
34
UBS AM
Illinois
$560K +$211K +26,804 +61%
FWP
35
Firethorn Wealth Partners
Georgia
$530K +$45.1K +5,718 +9%
Squarepoint
36
Squarepoint
New York
$509K -$64.4K -8,160 -11%
Wells Fargo
37
Wells Fargo
California
$470K +$37.3K +4,722 +9%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$468K +$34.5K +4,370 +8%
Bank of America
39
Bank of America
North Carolina
$465K -$16.9K -2,145 -4%
Legal & General Group
40
Legal & General Group
United Kingdom
$450K +$75.1K +9,518 +20%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$404K – – –
Universal-Beteiligungs- und Servicegesellschaft
42
Universal-Beteiligungs- und Servicegesellschaft
Germany
$383K – – –
Citigroup
43
Citigroup
New York
$362K +$1.18K +149 +0.3%
Deutsche Bank
44
Deutsche Bank
Germany
$359K -$5.99K -759 -2%
AllianceBernstein
45
AllianceBernstein
Tennessee
$348K – – –
Simplex Trading
46
Simplex Trading
Illinois
$322K -$25.1K -3,184 -7%
Citadel Advisors
47
Citadel Advisors
Florida
$288K +$288K +36,503 New
MIM
48
MetLife Investment Management
New Jersey
$282K +$44.1K +5,586 +19%
QT
49
Quantbot Technologies
New York
$262K -$163K -20,712 -38%
IIM
50
INTECH Investment Management
Florida
$260K +$84.7K +10,730 +48%
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