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Invesco Mortgage Capital
IVR

Overview Fund Activity

136 hedge funds and large institutions have $190M invested in Invesco Mortgage Capital in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 26 closing their positions.

Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
53
Reduced
29
Closed
26
Calls
$6.96M
Puts
$7.06M
Net Calls
-$96K
Net Calls Change
+$1.2M

Top Buyers

1
SBH
1
Segall Bryant & Hamill
Illinois
$4.87M
2
VanEck Associates
2
VanEck Associates
New York
$4.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.5M
4
GCP
4
GSA Capital Partners
United Kingdom
$2.47M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$7.99M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$88.7K
2
JAM
2
Jupiter Asset Management
United Kingdom
$2.03M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.39M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
101
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.96K 1,063 +994 +1,441%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$9.81K 1,100 +1,100 New
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.81K 940 – –
US Bancorp
104
US Bancorp
Minnesota
$7.04K 751 -353 -32%
S
105
SignatureFD
Georgia
$4.94K 527 -81 -13%
AAP
106
Arax Advisory Partners
Colorado
$3.32K 354 +354 New
HGERS
107
Householder Group Estate & Retirement Specialist
Arizona
$3K 370 +370 New
LFA
108
LGT Financial Advisors
Texas
$2.81K 300 – –
OPTFSNA
109
Old Point Trust & Financial Services N A
Virginia
$2.57K 274 – –
HCP
110
Hexagon Capital Partners
Arkansas
$2.53K 271 +1 +0.4%
PS
111
Principal Securities
Iowa
$2.48K 265 – –
RTL
112
Red Tortoise LLC
Georgia
$2.02K 216 – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$2K 186 +32 +21%
GI
114
GAMMA Investing
California
$1.84K 196 +121 +161%
LC
115
Lindbrook Capital
California
$1.81K 193 +141 +271%
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$1.67K 181 – –
CPG
117
Cornerstone Planning Group
New Jersey
$1.67K 198 +115 +139%
Optiver Holding
118
Optiver Holding
Netherlands
$1.49K 159 +159 New
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$1.24K 132 – –
CC
120
Cypress Capital
Tennessee
$1.12K 119 +119 New
SPIA
121
Steward Partners Investment Advisory
New York
$1.02K 109 – –
AIC
122
Archer Investment Corporation
Indiana
$941 100 +4 +4%
SWA
123
SOA Wealth Advisors
New York
$937 100 – –
CSB
124
City State Bank
Iowa
$937 100 – –
FFA
125
Farther Finance Advisors
California
$733 79 +28 +55%
3 4
5
6 7