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Invesco Mortgage Capital
IVR

Overview Fund Activity

143 hedge funds and large institutions have $223M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
31
Closed
30
Calls
$2.3M
Puts
$4.66M
Net Calls
-$2.36M
Net Calls Change
+$2.41M

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$7.56M
2
Vanguard Group
Vanguard Group
Pennsylvania
$28.8M
3
UBS AM
UBS AM
Illinois
$2.43M
4
State Street
State Street
Massachusetts
$10.6M
5
ZIM
Zacks Investment Management
Illinois
$1.61M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
JAM
Jupiter Asset Management
United Kingdom
$959K
3
Two Sigma Investments
Two Sigma Investments
New York
$4.8M
4
UBS Group
UBS Group
Switzerland
$4.48M
5
Barclays
Barclays
United Kingdom
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
Nuveen LLC
North Carolina
$1.19M +$128K +16,310 +12%
PCM
27
Penserra Capital Management
California
$1.09M +$25K +3,187 +2%
AI
28
AXS Investments
New York
$1.05M +$1.05M +133,580 New
Barclays
29
Barclays
United Kingdom
$1.02M -$1.57M -200,062 -61%
Swiss National Bank
30
Swiss National Bank
Switzerland
$978K +$54.9K +7,000 +6%
JAM
31
Jupiter Asset Management
United Kingdom
$959K -$5.99M -764,410 -86%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$823K +$142K +18,061 +21%
Squarepoint
33
Squarepoint
New York
$778K +$272K +34,707 +54%
NRD
34
Nebula Research & Development
New York
$766K +$88K +11,223 +13%
Millennium Management
35
Millennium Management
New York
$700K +$700K +89,246 New
Citadel Advisors
36
Citadel Advisors
Florida
$657K +$371K +47,273 +130%
LSV Asset Management
37
LSV Asset Management
Illinois
$640K – – –
Bank of America
38
Bank of America
North Carolina
$515K +$53.4K +6,805 +12%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$512K +$47K +5,980 +10%
LPL Financial
40
LPL Financial
California
$505K +$368K +46,935 +269%
Wells Fargo
41
Wells Fargo
California
$499K +$32K +4,086 +7%
Legal & General Group
42
Legal & General Group
United Kingdom
$489K +$42.3K +5,390 +9%
PI
43
PFG Investments
New York
$489K +$241K +30,767 +97%
AllianceBernstein
44
AllianceBernstein
Tennessee
$488K +$143K +18,200 +41%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$480K +$480K +61,175 New
FWP
46
Firethorn Wealth Partners
Georgia
$452K -$75.1K -9,583 -14%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$401K – – –
MIM
48
MetLife Investment Management
New Jersey
$325K +$45.1K +5,747 +16%
Marshall Wace
49
Marshall Wace
United Kingdom
$291K +$291K +37,121 New
Deutsche Bank
50
Deutsche Bank
Germany
$287K -$70K -8,931 -20%
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