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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
ProShare Advisors
101
ProShare Advisors
Maryland
$90.3K -$16.4K -1,924 -15%
IWC
102
Integrated Wealth Concepts
Massachusetts
$88.7K +$2.71K +317 +3%
Cerity Partners
103
Cerity Partners
New York
$88.5K -$6.49K -760 -6%
AWM
104
Able Wealth Management
New Jersey
$86.8K +$93.9K +11,003 New
Citigroup
105
Citigroup
New York
$83.1K +$25.2K +2,953 +40%
OFG
106
Oxford Financial Group
Indiana
$80.8K
SWM
107
Spire Wealth Management
Virginia
$66.7K -$2.43K -285 -3%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$60K -$9.95K -1,166 -13%
Legal & General Group
109
Legal & General Group
United Kingdom
$54.5K -$120K -14,010 -67%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$52.1K -$25.6K -3,000 -32%
AIP
111
Ameritas Investment Partners
Nebraska
$50K
AF
112
Allworth Financial
California
$49.9K +$43.4K +5,081 +463%
UBS AM
113
UBS AM
Illinois
$46.6K +$37.4K +4,385 +317%
BWL
114
Bogart Wealth LLC
Virginia
$38.1K
California State Teachers Retirement System (CalSTRS)
115
California State Teachers Retirement System (CalSTRS)
California
$34.4K -$1.38K -162 -4%
IA
116
IFP Advisors
Florida
$27.4K +$28.1K +3,299 +3,792%
TRCT
117
Tower Research Capital (TRC)
New York
$25.3K +$11.9K +1,400 +81%
CFB
118
Cullen/Frost Bankers
Texas
$24.8K +$4.06K +476 +18%
ASN
119
Advisory Services Network
Georgia
$22.2K +$23.4K +2,748 New
SCM
120
Sterling Capital Management
North Carolina
$20.6K -$13.5K -1,578 -38%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$19.4K +$9.81K +1,150 +84%
CPL
122
Capital & Planning LLC
Georgia
$14.5K +$15.3K +1,794 New
GI
123
GAMMA Investing
California
$12.7K +$6.83K +801 +103%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$11.2K +$11.8K +1,380 New
PA
125
Parallel Advisors
California
$10.3K +$2.17K +254 +25%