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Invesco Mortgage Capital
IVR

Overview Fund Activity

144 hedge funds and large institutions have $231M invested in Invesco Mortgage Capital in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
58
Reduced
42
Closed
14
Calls
$18.2M
Puts
$14.5M
Net Calls
+$3.67M
Net Calls Change
+$7.66M

Top Buyers

1
Hudson Bay Capital Management
1
Hudson Bay Capital Management
Connecticut
$4.35M
2
JAM
2
Jupiter Asset Management
United Kingdom
$3.14M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.82M
4
WAM
4
Wolverine Asset Management
Illinois
$2.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$10.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.79M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$110K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.82M
4
Barclays
4
Barclays
United Kingdom
$201K
5
EH
5
EMG Holdings
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VAG
101
VisionPoint Advisory Group
Texas
$31.4K – – –
Public Employees Retirement Association of Colorado
102
Public Employees Retirement Association of Colorado
Colorado
$29K – – –
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$23.2K – – –
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$20.1K -$33K -3,300 -62%
AA
105
AlphaMark Advisors
Kentucky
$20K +$3.83K +378 +24%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$18.4K -$12.5K -1,248 -40%
SSG
107
Summit Securities Group
New York
$18K -$9.64K -980 -35%
QL
108
Quarry LP
New York
$17.4K -$9.76K -975 -36%
TRCT
109
Tower Research Capital (TRC)
New York
$15.1K -$85.1K -8,498 -85%
FIA
110
FNY Investment Advisers
New York
$15K +$15K +1,524 New
EWP
111
Elevation Wealth Partners
California
$12.5K +$400 +40 +3%
US Bancorp
112
US Bancorp
Minnesota
$10.9K +$8.06K +805 +284%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$10K +$7.83K +756 +362%
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.41K -$1K -100 -10%
QCG
115
Quadrant Capital Group
Ohio
$9.05K +$3.05K +305 +51%
VCM
116
Versant Capital Management
Arizona
$5.86K -$5.55K -554 -49%
HNB
117
Huntington National Bank
Ohio
$5.78K +$2.92K +292 +102%
LC
118
Lindbrook Capital
California
$5.46K +$4.25K +425 +354%
S
119
SignatureFD
Georgia
$4.71K -$330 -33 -7%
PA
120
Parallel Advisors
California
$4.11K -$491 -49 -11%
GRP
121
Global Retirement Partners
California
$3.99K – – –
LFA
122
LGT Financial Advisors
Texas
$3.35K +$3.35K +335 New
HI
123
Harbour Investments
Wisconsin
$2.83K – – –
EWA
124
EverSource Wealth Advisors
Alabama
$1.97K -$1.15K -115 -37%
HCP
125
Hexagon Capital Partners
Arkansas
$1.71K -$180 -18 -10%
3 4
5
6 7