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Invesco Mortgage Capital
IVR

Overview Fund Activity

189 hedge funds and large institutions have $363M invested in Invesco Mortgage Capital in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+9
Holders Change %
+5%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
61
Reduced
69
Closed
19
Calls
$77.3M
Puts
$79.5M
Net Calls
-$2.17M
Net Calls Change
-$1.81M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$62.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$20.4M
4
BPCM
4
Beach Point Capital Management
California
$5.71M
5
EE
5
EWG Elevate
California
$6.15M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Invesco
2
Invesco
Georgia
$797K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.61M
4
Group One Trading
4
Group One Trading
Illinois
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$577K
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
101
Truist Financial
North Carolina
$136K -$1.25K -37 -0.9%
Creative Planning
102
Creative Planning
Kansas
$132K -$80.9K -2,387 -38%
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$132K -$10.6K -316 -7%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$132K +$76.6K +2,272 +138%
GC
105
Guggenheim Capital
Illinois
$130K -$20K -589 -13%
RJA
106
Raymond James & Associates
Florida
$129K +$67.4K +1,989 +109%
QC
107
Quadrature Capital
United Kingdom
$119K -$11.5K -341 -9%
GAM
108
Gotham Asset Management
New York
$117K -$30K -889 -20%
CS
109
Capital Square
Tennessee
$110K -$89.8K -2,676 -45%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$110K +$20.9K +617 +24%
LPL Financial
111
LPL Financial
California
$108K -$5.07K -150 -4%
Parallax Volatility Advisers
112
Parallax Volatility Advisers
California
$106K +$10.7K +317 +11%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$103K -$56.1K -1,665 -35%
Allianz Asset Management
114
Allianz Asset Management
Germany
$99K -$793K -23,546 -89%
SPC
115
Sigma Planning Corp
Michigan
$97K -$6.77K -200 -7%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$97K – – –
FCBT
117
First Citizens Bank & Trust
North Carolina
$95K -$46.7K -1,384 -33%
GLA
118
Good Life Advisors
Pennsylvania
$91K +$91K +2,710 New
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$88K -$27.8K -819 -24%
Victory Capital Management
120
Victory Capital Management
Texas
$86K -$193K -5,739 -69%
SIM
121
Sonora Investment Management
Arizona
$86K – – –
Stifel Financial
122
Stifel Financial
Missouri
$79K -$44.9K -1,328 -36%
MOACM
123
Mutual of America Capital Management
New York
$76K +$2.52K +75 +3%
CAN
124
Cetera Advisor Networks
California
$74K -$1.01K -30 -1%
CSS
125
Cubist Systematic Strategies
Connecticut
$72K -$126K -3,731 -64%
3 4
5
6 7