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Invesco Mortgage Capital
IVR

Overview Fund Activity

144 hedge funds and large institutions have $231M invested in Invesco Mortgage Capital in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
58
Reduced
42
Closed
14
Calls
$18.2M
Puts
$14.5M
Net Calls
+$3.67M
Net Calls Change
+$7.66M

Top Buyers

1
Hudson Bay Capital Management
1
Hudson Bay Capital Management
Connecticut
$4.35M
2
JAM
2
Jupiter Asset Management
United Kingdom
$3.14M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.82M
4
WAM
4
Wolverine Asset Management
Illinois
$2.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$10.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.79M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$110K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.82M
4
Barclays
4
Barclays
United Kingdom
$201K
5
EH
5
EMG Holdings
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
76
Amalgamated Bank
New York
$187K +$22.7K +2,268 +14%
Citigroup
77
Citigroup
New York
$173K -$292K -29,190 -63%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$164K -$681 -68 -0.4%
MSRPS
79
Maryland State Retirement & Pension System
Maryland
$162K – – –
Simplex Trading
80
Simplex Trading
Illinois
$162K -$91.4K -9,140 -36%
NRD
81
Nebula Research & Development
New York
$146K +$146K +14,602 New
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$141K +$141K +14,068 New
Wells Fargo
83
Wells Fargo
California
$141K -$135K -13,441 -49%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$137K +$190 +19 +0.1%
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$134K +$26.6K +2,662 +25%
OPERF
86
Oregon Public Employees Retirement Fund
Oregon
$133K +$3K +300 +2%
RFG
87
Range Financial Group
Oregon
$124K -$621 -62 -0.5%
ASRS
88
Arizona State Retirement System
Arizona
$117K – – –
IWM
89
IHT Wealth Management
Illinois
$114K +$2.49K +249 +2%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$112K +$582 +58 +0.5%
Osaic Holdings
91
Osaic Holdings
Arizona
$110K -$2.67M -266,964 -96%
Squarepoint
92
Squarepoint
New York
$108K -$84.3K -8,417 -44%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$108K – – –
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$107K – – –
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$93.9K +$93.9K +9,382 New
SO
96
STRS Ohio
Ohio
$88K – – –
Zurich Cantonal Bank
97
Zurich Cantonal Bank
Switzerland
$82.2K +$32K +3,192 +64%
Royal Bank of Canada
98
Royal Bank of Canada
Ontario, Canada
$73K -$22.1K -2,203 -23%
FIM
99
FWL Investment Management
Texas
$46.4K +$46.4K +4,635 New
AIP
100
Ameritas Investment Partners
Nebraska
$34.7K – – –
2 3
4
5 6