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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 %
KK
76
KLP Kapitalforvaltning
Norway
$131K 16,650 +7,000 +73%
1WA
77
180 Wealth Advisors
Washington
$126K 16,018 +952 +6%
CA
78
Continuum Advisory
Idaho
$125K 15,889 +14,061 +769%
BC
79
Bridgefront Capital
Texas
$118K 15,045 +15,045 New
PFSRSONJ
80
Police & Firemen's Retirement System of New Jersey
New Jersey
$117K 14,906 +3,781 +34%
SEI Investments
81
SEI Investments
Pennsylvania
$116K 14,763 -137 -0.9%
Wolverine Trading
82
Wolverine Trading
Illinois
$114K 14,622 +14,622 New
SSA
83
Schonfeld Strategic Advisors
New York
$111K 14,219 +14,219 New
Russell Investments Group
84
Russell Investments Group
United Kingdom
$110K 14,000 +2,011 +17%
NAAA
85
New Age Alpha Advisors
New York
$108K 13,740 +627 +5%
ProShare Advisors
86
ProShare Advisors
Maryland
$106K 13,524 +281 +2%
SO
87
STRS Ohio
Ohio
$97.2K 12,400 +2,000 +19%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$93.9K 11,974 – –
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$91.6K 11,684 -6,195 -35%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$90K 11,426 – –
Raymond James Financial
91
Raymond James Financial
Florida
$81.5K 10,399 +10,399 New
Group One Trading
92
Group One Trading
Illinois
$81.4K 10,384 -14,019 -57%
IWC
93
Integrated Wealth Concepts
Massachusetts
$78.9K 10,063 +10,063 New
GRP
94
Global Retirement Partners
California
$63.1K 8,052 +8,052 New
ME
95
McIlrath & Eck
Washington
$52.1K 6,648 – –
AIP
96
Ameritas Investment Partners
Nebraska
$48.5K 6,189 – –
TRCT
97
Tower Research Capital (TRC)
New York
$48K 6,124 -15,790 -72%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$43.9K 5,599 +2,548 +84%
CA
99
CoreCap Advisors
Michigan
$39K 4,974 +225 +5%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$38.9K 4,958 -3,430 -41%
2 3
4
5 6