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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 %
PI
51
PFG Investments
New York
$249K +$8.06K +1,022 +3%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$246K +$34.4K +4,356 +16%
CF
53
Corebridge Financial
Texas
$236K +$19.9K +2,517 +9%
Nomura Holdings
54
Nomura Holdings
Japan
$224K -$13.5K -1,715 -6%
RFG
55
Range Financial Group
Oregon
$208K +$34.6K +4,388 +20%
Janus Henderson Group
56
Janus Henderson Group
United Kingdom
$208K +$101K +12,800 +95%
PAG
57
Private Advisor Group
New Jersey
$205K – – –
SPWM
58
Straight Path Wealth Management
Michigan
$197K – – –
Group One Trading
59
Group One Trading
Illinois
$193K -$81.6K -10,342 -30%
DFCM
60
Dark Forest Capital Management
Puerto Rico
$189K +$189K +23,981 New
TRCT
61
Tower Research Capital (TRC)
New York
$172K -$143K -18,183 -45%
Osaic Holdings
62
Osaic Holdings
Arizona
$168K +$1.85K +235 +1%
KAS
63
Kestra Advisory Services
Texas
$166K -$28.2K -3,568 -14%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$143K +$11K +1,391 +8%
Nisa Investment Advisors
65
Nisa Investment Advisors
Missouri
$141K -$103 -13 -0.1%
LPL Financial
66
LPL Financial
California
$138K -$203K -25,770 -60%
ASRS
67
Arizona State Retirement System
Arizona
$137K +$11.9K +1,510 +9%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$134K +$134K +17,000 New
1WA
69
180 Wealth Advisors
Washington
$119K +$8.21K +1,040 +7%
SEI Investments
70
SEI Investments
Pennsylvania
$118K +$118K +14,900 New
VA
71
Vident Advisory
Georgia
$112K +$112K +14,143 New
CWM
72
CIBC World Markets
New York
$107K +$107K +13,575 New
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$107K +$663 +84 +0.6%
ProShare Advisors
74
ProShare Advisors
Maryland
$104K -$18.2K -2,309 -15%
NAAA
75
New Age Alpha Advisors
New York
$103K -$32.9K -4,169 -24%
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