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Invesco Mortgage Capital
IVR

Overview Fund Activity

143 hedge funds and large institutions have $223M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
31
Closed
30
Calls
$2.3M
Puts
$4.66M
Net Calls
-$2.36M
Net Calls Change
+$2.41M

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$7.56M
2
Vanguard Group
Vanguard Group
Pennsylvania
$28.8M
3
UBS AM
UBS AM
Illinois
$2.43M
4
State Street
State Street
Massachusetts
$10.6M
5
ZIM
Zacks Investment Management
Illinois
$1.61M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
JAM
Jupiter Asset Management
United Kingdom
$959K
3
Two Sigma Investments
Two Sigma Investments
New York
$4.8M
4
UBS Group
UBS Group
Switzerland
$4.48M
5
Barclays
Barclays
United Kingdom
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
76
AlphaQuest
New York
$134K +$125K +15,960 +1,394%
KK
77
KLP Kapitalforvaltning
Norway
$131K +$54.9K +7,000 +73%
1WA
78
180 Wealth Advisors
Washington
$126K +$7.46K +952 +6%
CA
79
Continuum Advisory
Idaho
$125K +$110K +14,061 +769%
BC
80
Bridgefront Capital
Texas
$118K +$118K +15,045 New
PFSRSONJ
81
Police & Firemen's Retirement System of New Jersey
New Jersey
$117K +$29.6K +3,781 +34%
SEI Investments
82
SEI Investments
Pennsylvania
$116K -$1.07K -137 -0.9%
Wolverine Trading
83
Wolverine Trading
Illinois
$114K +$114K +14,622 New
SSA
84
Schonfeld Strategic Advisors
New York
$111K +$111K +14,219 New
Russell Investments Group
85
Russell Investments Group
United Kingdom
$110K +$15.8K +2,011 +17%
NAAA
86
New Age Alpha Advisors
New York
$108K +$4.92K +627 +5%
ProShare Advisors
87
ProShare Advisors
Maryland
$106K +$2.2K +281 +2%
SO
88
STRS Ohio
Ohio
$97.2K +$15.7K +2,000 +19%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$93.9K – – –
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$91.6K -$48.6K -6,195 -35%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$90K – – –
Raymond James Financial
92
Raymond James Financial
Florida
$81.5K +$81.5K +10,399 New
Group One Trading
93
Group One Trading
Illinois
$81.4K -$110K -14,019 -57%
IWC
94
Integrated Wealth Concepts
Massachusetts
$78.9K +$78.9K +10,063 New
GRP
95
Global Retirement Partners
California
$63.1K +$63.1K +8,052 New
ME
96
McIlrath & Eck
Washington
$52.1K – – –
AIP
97
Ameritas Investment Partners
Nebraska
$48.5K – – –
TRCT
98
Tower Research Capital (TRC)
New York
$48K -$124K -15,790 -72%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$43.9K +$20K +2,548 +84%
CA
100
CoreCap Advisors
Michigan
$39K +$1.76K +225 +5%
2 3
4
5 6