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Invesco Mortgage Capital
IVR

Overview Fund Activity

141 hedge funds and large institutions have $254M invested in Invesco Mortgage Capital in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
76
Reduced
23
Closed
20
Calls
$16.8M
Puts
$20.8M
Net Calls
-$3.99M
Net Calls Change
-$1.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$83.1M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.58M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.4M
5
LPL Financial
5
LPL Financial
California
$3.25M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$9.21M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
101
Zurich Cantonal Bank
Switzerland
$57.5K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$39.8K +$14.1K +1,230 +55%
VAG
103
VisionPoint Advisory Group
Texas
$36K +$36K +3,135 New
Fidelity Investments
104
Fidelity Investments
Massachusetts
$35.3K -$3.89K -339 -10%
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$33K – – –
SSG
106
Summit Securities Group
New York
$32K +$10.2K +900 +47%
CG
107
Cutler Group
California
$32K +$30.5K +2,708 +1,977%
QL
108
Quarry LP
New York
$31.1K -$61.5K -5,360 -66%
KBC Group
109
KBC Group
Belgium
$30K -$1.08K -95 -3%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$26.5K +$4.31K +376 +19%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$25.9K -$5.35K -466 -17%
AA
112
AlphaMark Advisors
Kentucky
$18K +$15.3K +1,354 +557%
EWP
113
Elevation Wealth Partners
California
$13.8K +$505 +44 +4%
VCM
114
Versant Capital Management
Arizona
$13.1K +$4.22K +368 +48%
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K +$11.9K +1,040 New
QCG
116
Quadrant Capital Group
Ohio
$6.87K -$3.12K -272 -31%
S
117
SignatureFD
Georgia
$5.77K +$4.85K +423 +529%
PA
118
Parallel Advisors
California
$5.27K +$1.35K +118 +35%
GRP
119
Global Retirement Partners
California
$5.06K – – –
EWA
120
EverSource Wealth Advisors
Alabama
$3.58K +$3.58K +312 New
HNB
121
Huntington National Bank
Ohio
$3.27K +$3.27K +285 New
HI
122
Harbour Investments
Wisconsin
$3.25K – – –
US Bancorp
123
US Bancorp
Minnesota
$3.25K +$791 +69 +32%
HCP
124
Hexagon Capital Partners
Arkansas
$2.17K – – –
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.08K +113 +118%
3 4
5
6 7