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Invesco Mortgage Capital
IVR

Overview Fund Activity

202 hedge funds and large institutions have $627M invested in Invesco Mortgage Capital in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
41
Increased
86
Reduced
47
Closed
26
Calls
$120M
Puts
$133M
Net Calls
-$13M
Net Calls Change
+$29.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$192M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$23.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$14.4M
5
State Street
5
State Street
Massachusetts
$32.7M

Top Sellers

1
BPCM
1
Beach Point Capital Management
California
$5.05M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$16.8M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.7M
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
101
Ceeto Capital Group
Florida
$195K +$39K +1,000 +25%
MLICM
102
Metropolitan Life Insurance Company (MetLife)
New York
$191K -$59.5K -1,525 -24%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$185K – – –
QC
104
QCM Cayman
Texas
$182K +$182K +4,673 New
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$181K +$8.33K +214 +5%
GLA
106
Good Life Advisors
Pennsylvania
$179K +$1.99K +51 +1%
ECM
107
Everence Capital Management
Indiana
$170K – – –
RJA
108
Raymond James & Associates
Florida
$159K +$17.5K +448 +12%
MOACM
109
Mutual of America Capital Management
New York
$157K +$37.1K +955 +31%
Truist Financial
110
Truist Financial
North Carolina
$152K -$3.88K -100 -2%
Envestnet Asset Management
111
Envestnet Asset Management
Illinois
$150K -$781 -20 -0.5%
CA
112
Cetera Advisors
Colorado
$148K -$16.2K -415 -10%
Federated Hermes
113
Federated Hermes
Pennsylvania
$143K -$63K -1,612 -31%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$143K -$11.2K -290 -7%
WP
115
WealthPLAN Partners
Nebraska
$141K – – –
FWP
116
Firethorn Wealth Partners
Georgia
$140K +$49.8K +1,280 +55%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$139K +$18.1K +463 +15%
GCP
118
GSA Capital Partners
United Kingdom
$139K +$75.8K +1,949 +120%
PHK
119
Point72 Hong Kong
Hong Kong
$138K +$138K +3,533 New
QT
120
Quantbot Technologies
New York
$138K +$138K +3,564 New
PA
121
Profund Advisors
Maryland
$135K +$27K +696 +25%
CSS
122
Cubist Systematic Strategies
Connecticut
$134K +$134K +3,436 New
Victory Capital Management
123
Victory Capital Management
Texas
$130K +$2.96K +76 +2%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$128K -$1.2M -30,957 -90%
BRWM
125
B. Riley Wealth Management
Tennessee
$119K +$40.2K +1,029 +51%
3 4
5
6 7