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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 %
EGM
51
Engineers Gate Manager
New York
$282K +$282K +36,022 New
AQR Capital Management
52
AQR Capital Management
Connecticut
$281K +$281K +35,826 New
Simplex Trading
53
Simplex Trading
Illinois
$278K -$42.1K -5,376 -13%
SPWM
54
Straight Path Wealth Management
Michigan
$274K +$78.4K +10,000 +40%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$254K +$9.68K +1,234 +4%
RFG
56
Range Financial Group
Oregon
$242K +$35.7K +4,554 +17%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$217K +$142K +18,211 +190%
Universal-Beteiligungs- und Servicegesellschaft
58
Universal-Beteiligungs- und Servicegesellschaft
Germany
$213K -$168K -21,396 -44%
VA
59
Vident Advisory
Georgia
$210K +$98.8K +12,598 +89%
PAG
60
Private Advisor Group
New Jersey
$209K +$5.17K +660 +3%
Citigroup
61
Citigroup
New York
$207K -$152K -19,402 -42%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$205K – – –
QCM
63
Quantinno Capital Management
New York
$205K +$205K +26,116 New
IIM
64
INTECH Investment Management
Florida
$195K -$63.1K -8,046 -24%
KAS
65
Kestra Advisory Services
Texas
$191K +$26.1K +3,330 +16%
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186K +$43.2K +5,511 +30%
Zurich Cantonal Bank
67
Zurich Cantonal Bank
Switzerland
$178K +$90K +11,485 +103%
Jane Street
68
Jane Street
New York
$177K +$177K +22,517 New
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$173K +$67.1K +8,553 +63%
Osaic Holdings
70
Osaic Holdings
Arizona
$171K +$354 +44 +0.2%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$158K +$100K +12,791 +173%
ASRS
72
Arizona State Retirement System
Arizona
$149K +$12.8K +1,630 +9%
AAS
73
Avantax Advisory Services
Texas
$145K +$145K +18,439 New
JIP
74
Jaffetilchin Investment Partners
Florida
$141K +$141K +18,024 New
VOYA Investment Management
75
VOYA Investment Management
Georgia
$138K +$40K +5,100 +41%
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