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Invesco Mortgage Capital
IVR

Overview Fund Activity

178 hedge funds and large institutions have $1.21B invested in Invesco Mortgage Capital in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+5
Holders Change %
+2.89%
% of All Funds
4.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
74
Reduced
44
Closed
23
Calls
$2.11M
Puts
$4.49M
Net Calls
-$2.39M
Net Calls Change
-$1.76M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$18.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$28.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$40.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$15.9M

Top Sellers

1
TIM
1
Thornburg Investment Management
New Mexico
$64.5M
2
MP
2
Mangrove Partners
Connecticut
$0
3
UBS Group
3
UBS Group
Switzerland
$64.5M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MLM
101
Mount Lucas Management
Pennsylvania
$735K +$735K +4,401 New
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$724K -$147K -879 -17%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$679K – – –
PAG
104
Private Advisor Group
New Jersey
$673K +$11.1K +67 +2%
ProShare Advisors
105
ProShare Advisors
Maryland
$665K -$67K -401 -9%
Two Sigma Advisers
106
Two Sigma Advisers
New York
$583K +$373K +2,234 +178%
SO
107
STRS Ohio
Ohio
$553K – – –
Truist Financial
108
Truist Financial
North Carolina
$536K – – –
JIM
109
Jupiter Investment Management
United Kingdom
$529K -$290K -1,739 -35%
GEM
110
Global Endowment Management
North Carolina
$501K – – –
ASN
111
Advisory Services Network
Georgia
$482K +$53.5K +320 +12%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$471K +$247K +1,481 +110%
IR
113
Invictus RG
Bermuda
$446K +$412K +2,466 +1,221%
NIT
114
NumerixS Investment Technologies
British Columbia, Canada
$433K +$395K +2,360 +1,026%
AG
115
Advisor Group
Arizona
$412K -$4.69K -28 -1%
MAM
116
Meeder Asset Management
Ohio
$396K +$292K +1,747 +281%
SIM
117
Sonora Investment Management
Arizona
$386K – – –
HI
118
HBK Investments
Texas
$378K +$378K +2,260 New
ARTA
119
A.R.T. Advisors
New York
$374K +$374K +2,240 New
EWM
120
Edge Wealth Management
New York
$357K -$1.08M -6,405 -75%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$341K -$65.8K -393 -16%
DVM
122
Dreman Value Management
Florida
$338K +$28.9K +173 +9%
RJA
123
Raymond James & Associates
Florida
$330K -$1.84K -11 -0.6%
SPC
124
Sigma Planning Corp
Michigan
$328K +$21.6K +129 +7%
CFMC
125
Curbstone Financial Management Corp
New Hampshire
$322K – – –
3 4
5
6 7