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Invesco Mortgage Capital
IVR

Overview Fund Activity

146 hedge funds and large institutions have $237M invested in Invesco Mortgage Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
59
Reduced
34
Closed
16
Calls
$2.51M
Puts
$7.29M
Net Calls
-$4.78M
Net Calls Change
-$1.63M

Top Buyers

1
BlackRock
BlackRock
New York
$52M
2
JAM
Jupiter Asset Management
United Kingdom
$7M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$10.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$9.29M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.4M

Top Sellers

1
CM
CastleKnight Management
New York
$0
2
PCA
PL Capital Advisors
Florida
$789K
3
UBS Group
UBS Group
Switzerland
$6.53M
4
EH
EMG Holdings
Connecticut
$0
5
AWS
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
76
State of Wyoming
Wyoming
$103K -$107K -13,528 -51%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$99.1K -$8.52K -1,080 -8%
ET
78
Entropy Technologies
New York
$98.6K +$98.6K +12,500 New
Russell Investments Group
79
Russell Investments Group
United Kingdom
$94.6K +$22.4K +2,835 +31%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$94.5K – – –
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$90K – – –
Zurich Cantonal Bank
82
Zurich Cantonal Bank
Switzerland
$88.1K – – –
PFSRSONJ
83
Police & Firemen's Retirement System of New Jersey
New Jersey
$87.8K – – –
ECM
84
Evergreen Capital Management
Washington
$85.5K +$85.5K +10,837 New
SO
85
STRS Ohio
Ohio
$82.1K – – –
KK
86
KLP Kapitalforvaltning
Norway
$76.1K – – –
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$76K -$97.6K -12,313 -56%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$66.2K -$2.48K -314 -4%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$58.3K +$21.8K +2,757 +59%
ME
90
McIlrath & Eck
Washington
$52.5K – – –
AIP
91
Ameritas Investment Partners
Nebraska
$48.8K +$12.1K +1,533 +33%
MCM
92
MAI Capital Management
Ohio
$45.4K – – –
CA
93
CoreCap Advisors
Michigan
$37.5K +$14.9K +1,891 +66%
Walleye Trading
94
Walleye Trading
New York
$32.4K -$3.22K -408 -9%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$24.1K -$25.1K -3,183 -51%
Public Employees Retirement Association of Colorado
96
Public Employees Retirement Association of Colorado
Colorado
$23K – – –
BWL
97
Bogart Wealth LLC
Virginia
$18.2K +$18.2K +2,311 New
AB
98
Amalgamated Bank
New York
$17K +$3.6K +447 +27%
PEAK6
99
PEAK6
Illinois
$14.5K +$14.5K +1,837 New
CA
100
Continuum Advisory
Idaho
$14.4K – – –
2 3
4
5 6