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Invesco Mortgage Capital
IVR

Overview Fund Activity

141 hedge funds and large institutions have $221M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 30 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
30
Closed
30
Calls
$1.25M
Puts
$2.01M
Net Calls
-$760K
Net Calls Change
+$4.02M

Top Buyers

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

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
JAM
2
Jupiter Asset Management
United Kingdom
$959K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.8M
4
UBS Group
4
UBS Group
Switzerland
$4.48M
5
Barclays
5
Barclays
United Kingdom
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
BWL
101
Bogart Wealth LLC
Virginia
$36.9K 4,711 +2,400 +104%
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$23K 2,875 – –
QL
103
Quarry LP
New York
$21K 2,684 +2,169 +421%
CFB
104
Cullen/Frost Bankers
Texas
$18.7K 2,387 +2,387 New
AB
105
Amalgamated Bank
New York
$17K 2,109 – –
SCM
106
Sterling Capital Management
North Carolina
$14K 1,781 +725 +69%
BNP Paribas Asset Management
107
BNP Paribas Asset Management
France
$11K 1,376 +1,376 New
SWM
108
Spire Wealth Management
Virginia
$8.87K 1,131 +21 +2%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.65K 1,103 – –
PA
110
Parallel Advisors
California
$8.52K 1,087 -342 -24%
AAS
111
Ameritas Advisory Services
Nebraska
$7.05K 900 +900 New
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$7K 941 -229 -20%
FFA
113
Farther Finance Advisors
California
$6.81K 868 -50 -5%
VCM
114
Versant Capital Management
Arizona
$4.85K 618 +155 +33%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$4.42K 565 +131 +30%
GI
116
GAMMA Investing
California
$4.11K 524 +283 +117%
AF
117
Allworth Financial
California
$3.1K 395 +299 +311%
Comerica Bank
118
Comerica Bank
Texas
$2.2K 281 – –
RTL
119
Red Tortoise LLC
Georgia
$2.02K 257 -224 -47%
GWM
120
Geneos Wealth Management
Colorado
$1.72K 219 – –
National Bank of Canada
121
National Bank of Canada
Quebec, Canada
$1.41K 180 +35 +24%
RIL
122
Rothschild Investment LLC
Illinois
$1.37K 175 +70 +67%
W
123
WealthCollab
Washington
$1.29K 164 – –
C
124
Covestor
United Kingdom
$1K 69 +69 New
PWA
125
Physician Wealth Advisors
Utah
$894 114 +114 New
3 4
5
6 7