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Invesco Mortgage Capital
IVR

Overview Fund Activity

141 hedge funds and large institutions have $210M invested in Invesco Mortgage Capital in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
54
Reduced
38
Closed
15
Calls
$7.8M
Puts
$9.71M
Net Calls
-$1.91M
Net Calls Change
-$1.82M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$6.82M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.51M
4
PCA
4
PL Capital Advisors
Florida
$3.76M
5
HF
5
HRT Financial
New York
$2.35M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.54M
2
GCP
2
GSA Capital Partners
United Kingdom
$191K
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$6.51M
5
Invesco
5
Invesco
Georgia
$892K
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$126K 13,416 – –
JF
77
Jump Financial
Illinois
$124K 13,234 +13,234 New
ASRS
78
Arizona State Retirement System
Arizona
$122K 12,956 +493 +4%
IIM
79
INTECH Investment Management
Florida
$121K 12,879 +12,879 New
DRZID
80
DePrince Race & Zollo Inc (DRZ)
Florida
$120K 12,800 +12,800 New
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$112K 11,974 – –
1WA
82
180 Wealth Advisors
Washington
$108K 11,484 +713 +7%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$107K 11,426 – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$105K 11,193 -3,275 -23%
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$105K 11,162 – –
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$96K 10,240 +4,212 +70%
ZIM
87
Zacks Investment Management
Illinois
$94.3K 10,039 +10,039 New
SO
88
STRS Ohio
Ohio
$77.9K 8,300 – –
Walleye Trading
89
Walleye Trading
New York
$65.7K 6,999 -7,815 -53%
ME
90
McIlrath & Eck
Washington
$62.4K 6,648 +6,648 New
JIP
91
Jaffetilchin Investment Partners
Florida
$56.2K 5,988 +5,988 New
Russell Investments Group
92
Russell Investments Group
United Kingdom
$55.2K 5,882 +3,431 +140%
AIP
93
Ameritas Investment Partners
Nebraska
$43.7K 4,656 – –
GRP
94
Global Retirement Partners
California
$28.5K 3,030 – –
QCG
95
Quadrant Capital Group
Ohio
$27.8K 2,960 -1,178 -28%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$27K 2,875 – –
PA
97
Parallel Advisors
California
$26.7K 2,840 +1,030 +57%
HGERS
98
Householder Group Estate & Retirement Specialist
Arizona
$26K 2,770 +2,400 +649%
CA
99
CoreCap Advisors
Michigan
$25.6K 2,731 +116 +4%
FIA
100
FNY Investment Advisers
New York
$23K 2,500 +2,500 New
2 3
4
5 6