IVR icon

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 %
AQR Capital Management
51
AQR Capital Management
Connecticut
$281K 35,826 +35,826 New
Simplex Trading
52
Simplex Trading
Illinois
$278K 35,525 -5,376 -13%
SPWM
53
Straight Path Wealth Management
Michigan
$274K 35,000 +10,000 +40%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$254K 32,431 +1,234 +4%
RFG
55
Range Financial Group
Oregon
$242K 30,893 +4,554 +17%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$217K 27,800 +18,211 +190%
Universal-Beteiligungs- und Servicegesellschaft
57
Universal-Beteiligungs- und Servicegesellschaft
Germany
$213K 27,196 -21,396 -44%
VA
58
Vident Advisory
Georgia
$210K 26,741 +12,598 +89%
PAG
59
Private Advisor Group
New Jersey
$209K 26,667 +660 +3%
Citigroup
60
Citigroup
New York
$207K 26,422 -19,402 -42%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$205K 26,216 – –
QCM
62
Quantinno Capital Management
New York
$205K 26,116 +26,116 New
IIM
63
INTECH Investment Management
Florida
$195K 24,851 -8,046 -24%
KAS
64
Kestra Advisory Services
Texas
$191K 24,369 +3,330 +16%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186K 23,694 +5,511 +30%
Zurich Cantonal Bank
66
Zurich Cantonal Bank
Switzerland
$178K 22,647 +11,485 +103%
Jane Street
67
Jane Street
New York
$177K 22,517 +22,517 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$173K 22,097 +8,553 +63%
Osaic Holdings
69
Osaic Holdings
Arizona
$171K 21,297 +44 +0.2%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$158K 20,186 +12,791 +173%
ASRS
71
Arizona State Retirement System
Arizona
$149K 19,049 +1,630 +9%
AAS
72
Avantax Advisory Services
Texas
$145K 18,439 +18,439 New
JIP
73
Jaffetilchin Investment Partners
Florida
$141K 18,024 +18,024 New
VOYA Investment Management
74
VOYA Investment Management
Georgia
$138K 17,661 +5,100 +41%
A
75
AlphaQuest
New York
$134K 17,105 +15,960 +1,394%
1 2
3
4 5