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Invesco Mortgage Capital

172 hedge funds and large institutions have $280M invested in Invesco Mortgage Capital in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $5.66M | Put options by funds: $1.42M

89% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 38

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $268M → $280M (+$12.6M)

1% more funds holding

Funds holding: 171172 (+1)

4.93% less ownership

Funds ownership: 44.79%39.86% (-4.9%)

Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
72
Reduced
38
Closed
27
Calls
$5.66M
Puts
$1.42M
Net Calls
+$4.23M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
76
Morling Financial Advisors
California
$164K +$173K +20,292 New
PFSRSONJ
77
Police & Firemen's Retirement System of New Jersey
New Jersey
$156K
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$156K +$19.7K +2,310 +14%
KAS
79
Kestra Advisory Services
Texas
$155K +$128K +15,017 +387%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K -$12K -1,411 -7%
VEA
81
Virtus ETF Advisers
New York
$141K -$35.6K -4,176 -19%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$140K +$17.8K +2,085 +14%
XT
83
XTX Topco
Cayman Islands
$137K -$165K -19,358 -53%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$136K +$4.21K +493 +3%
Creative Planning
85
Creative Planning
Kansas
$134K +$13.5K +1,588 +11%
Simplex Trading
86
Simplex Trading
Illinois
$131K +$138K +16,223 New
CA
87
Continuum Advisory
Idaho
$128K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$126K +$3.73K +437 +3%
Citadel Advisors
89
Citadel Advisors
Florida
$123K -$989K -115,854 -88%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$123K +$13.5K +1,585 +12%
BHCM
91
Brevan Howard Capital Management
Jersey
$121K +$127K +14,934 New
VWA
92
Visionary Wealth Advisors
Illinois
$120K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$109K +$31.7K +3,718 +38%
SRL
94
Scientech Research LLC
New Jersey
$109K +$115K +13,458 New
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$104K +$12.3K +1,442 +13%
Group One Trading
96
Group One Trading
Illinois
$101K -$106K -12,436 -50%
SO
97
STRS Ohio
Ohio
$100K
JIP
98
Jaffetilchin Investment Partners
Florida
$97.7K -$2.39K -280 -2%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$96.8K
VOYA Investment Management
100
VOYA Investment Management
Georgia
$92.4K -$4.56K -534 -4%