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Invesco Mortgage Capital
IVR

Overview Fund Activity

125 hedge funds and large institutions have $246M invested in Invesco Mortgage Capital in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 30 reducing their positions, and 21 closing their positions.

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
55
Reduced
30
Closed
21
Calls
$86.9M
Puts
$85.2M
Net Calls
+$1.73M
Net Calls Change
-$14.6M

Top Buyers

1
BlackRock
1
BlackRock
New York
$79.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$49.6M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.21M
4
State Street
4
State Street
Massachusetts
$19.1M
5
PCA
5
PL Capital Advisors
Florida
$1.72M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$7.67M
2
VanEck Associates
2
VanEck Associates
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.19M
4
Goldman Sachs
4
Goldman Sachs
New York
$913K
5
GCM
5
Graham Capital Management
Connecticut
$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$5.04K +$802 +63 +19%
EE
102
EWG Elevate
California
$4.95K +$4.95K +388 New
LC
103
Lindbrook Capital
California
$4.18K +$3.92K +308 +1,540%
US Bancorp
104
US Bancorp
Minnesota
$3.83K +$2.43K +191 +174%
HI
105
Harbour Investments
Wisconsin
$3.6K -$827 -65 -19%
HCP
106
Hexagon Capital Partners
Arkansas
$2.66K +$305 +24 +13%
MCC
107
Money Concepts Capital
Florida
$2.53K +$2.41K +189 +1,890%
HNWAG
108
High Net Worth Advisory Group
Florida
$2.14K – – –
S
109
SignatureFD
Georgia
$2.06K -$102 -8 -5%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$2K +$658 +49 +49%
RTL
111
Red Tortoise LLC
Georgia
$1.49K +$1.49K +117 New
SWA
112
SOA Wealth Advisors
New York
$1.27K – – –
EI
113
Ellevest Inc
New York
$1.21K +$356 +28 +42%
Bessemer Group
114
Bessemer Group
New Jersey
$1K – – –
CPG
115
Cornerstone Planning Group
New Jersey
$888 +$888 +63 New
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$827 +$827 +65 New
NFSG
117
Newbridge Financial Services Group
Florida
$547 – – –
BIA
118
Bell Investment Advisors
California
$471 – – –
VCM
119
Versant Capital Management
Arizona
$369 -$13 -1 -3%
AF
120
Advisornet Financial
Minnesota
$280 – – –
FMII
121
Farmers & Merchants Investments Inc
Nebraska
$280 – – –
GWS
122
Glassman Wealth Services
Virginia
$191 +$191 +15 New
NA
123
NewEdge Advisors
Louisiana
$2 +$2 +164 New
VanEck Associates
124
VanEck Associates
New York
– -$1.51M -136,379 Closed
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
– -$780K -70,293 Closed
2 3 4
5
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