IVR icon

Invesco Mortgage Capital
IVR

Overview Fund Activity

143 hedge funds and large institutions have $226M invested in Invesco Mortgage Capital in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
40
Reduced
43
Closed
16
Calls
$18.3M
Puts
$21.1M
Net Calls
-$2.79M
Net Calls Change
-$4.52M

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$7.28M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.8M
4
PCA
4
PL Capital Advisors
Florida
$4.28M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.25M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$269K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$303K
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$380K
4
Two Sigma Investments
4
Two Sigma Investments
New York
$313K
5
Walleye Trading
5
Walleye Trading
New York
$48.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$32K – – –
Allspring Global Investments
102
Allspring Global Investments
North Carolina
$31.5K -$19.4K -1,753 -38%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$30.2K +$4.67K +421 +18%
KBC Group
104
KBC Group
Belgium
$30K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$27.2K +$9.89K +892 +57%
SOW
106
State of Wyoming
Wyoming
$27.1K +$27.1K +2,441 New
AIP
107
Ameritas Investment Partners
Nebraska
$24.8K – – –
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$21.5K -$455 -41 -2%
SSG
109
Summit Securities Group
New York
$21K -$182K -16,540 -90%
TRCT
110
Tower Research Capital (TRC)
New York
$15K -$8.68K -772 -37%
RMC
111
Resources Management Corp
Connecticut
$13K +$13K +300 New
EWP
112
Elevation Wealth Partners
California
$12.9K +$12.9K +1,160 New
LC
113
Lindbrook Capital
California
$10.6K +$7.01K +632 +193%
QCG
114
Quadrant Capital Group
Ohio
$9.66K +$4.06K +366 +72%
VCM
115
Versant Capital Management
Arizona
$8.55K +$8.23K +742 +2,559%
ASN
116
Advisory Services Network
Georgia
$6.37K – – –
BAM
117
Belpointe Asset Management
Nevada
$6.17K +$1.55K +140 +34%
IGWM
118
ICA Group Wealth Management
Colorado
$5.82K – – –
GRP
119
Global Retirement Partners
California
$4.3K – – –
PA
120
Parallel Advisors
California
$3.79K -$1.93K -174 -34%
HI
121
Harbour Investments
Wisconsin
$3.14K – – –
AA
122
AlphaMark Advisors
Kentucky
$3K +$3K +243 New
TWA
123
TCI Wealth Advisors
Arizona
$2.66K +$2.66K +240 New
US Bancorp
124
US Bancorp
Minnesota
$2.37K -$965 -87 -29%
HCP
125
Hexagon Capital Partners
Arkansas
$2.09K -$222 -20 -10%
3 4
5
6 7