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Invesco Mortgage Capital
IVR

Overview Fund Activity

127 hedge funds and large institutions have $209M invested in Invesco Mortgage Capital in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 26 closing their positions.

Holders
127
Holders Change
-6
Holders Change %
-4.51%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
42
Reduced
41
Closed
26
Calls
$85.7M
Puts
$69.4M
Net Calls
+$16.3M
Net Calls Change
-$18.7M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$40.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.64M
3
GCM
3
Graham Capital Management
Connecticut
$1.83M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$5.33M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$1.59M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$256K
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$1.6M
5
BlackRock
5
BlackRock
New York
$64.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
101
Macquarie Group
Australia
$3K -$4K -265 Closed
S
102
SignatureFD
Georgia
$2K -$4.33K -368 -68%
HCP
103
Hexagon Capital Partners
Arkansas
$2K -$670 -62 -25%
HNWAG
104
High Net Worth Advisory Group
Florida
$2K – – –
AA
105
AlphaMark Advisors
Kentucky
$2K +$100 +11 +5%
SWM
106
Sugarloaf Wealth Management
Georgia
$2K +$2K +128 New
PA
107
Parallel Advisors
California
$2K +$1.26K +128 +168%
APA
108
American Portfolios Advisors
New York
$1.14K – – –
MAM
109
Meeder Asset Management
Ohio
$1K -$3.53K -219 -78%
US Bancorp
110
US Bancorp
Minnesota
$1K -$855 -94 -46%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$1K -$340 -34 -25%
Bessemer Group
112
Bessemer Group
New Jersey
$1K – – –
CAL
113
Capital Advisors Ltd
Ohio
$1K – – –
SWA
114
SOA Wealth Advisors
New York
$1K – – –
WFA
115
Wipfli Financial Advisors
Wisconsin
$1K +$1K +57 New
EI
116
Ellevest Inc
New York
$1K +$1K +67 New
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$980 +$980 +65,038 New
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
– -$12.5M -848,942 Closed
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
– -$1.37M -92,953 Closed
GCP
120
GSA Capital Partners
United Kingdom
– -$633K -43,145 Closed
E
121
Ergoteles
New York
– -$291K -19,823 Closed
SG Americas Securities
122
SG Americas Securities
New York
– -$235K -16,023 Closed
UBS AM
123
UBS AM
Illinois
– -$232K -15,826 Closed
MSRPS
124
Maryland State Retirement & Pension System
Maryland
– -$196K -13,369 Closed
AC
125
Almitas Capital
California
– -$150K -10,202 Closed
2 3 4
5
6