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Invesco Mortgage Capital
IVR

Overview Fund Activity

141 hedge funds and large institutions have $210M invested in Invesco Mortgage Capital in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
54
Reduced
38
Closed
15
Calls
$7.8M
Puts
$9.71M
Net Calls
-$1.91M
Net Calls Change
-$1.82M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$6.82M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.51M
4
PCA
4
PL Capital Advisors
Florida
$3.76M
5
HF
5
HRT Financial
New York
$2.35M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.54M
2
GCP
2
GSA Capital Partners
United Kingdom
$191K
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$6.51M
5
Invesco
5
Invesco
Georgia
$892K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$22.8K 2,423 -2,914 -55%
FIM
102
FWL Investment Management
Texas
$21.1K 2,250 – –
VAG
103
VisionPoint Advisory Group
Texas
$21.1K 2,250 – –
BTI
104
Blue Trust Inc
Georgia
$17.2K 1,840 – –
AB
105
Amalgamated Bank
New York
$16K 1,662 – –
CA
106
Continuum Advisory
Idaho
$15K 1,828 -140 -7%
S
107
SignatureFD
Georgia
$10.2K 1,087 +560 +106%
Barrow, Hanley, Mewhinney & Strauss
108
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.98K 1,063 – –
CIBC Private Wealth Group
109
CIBC Private Wealth Group
Georgia
$9.39K 1,000 -100 -9%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.83K 940 – –
US Bancorp
111
US Bancorp
Minnesota
$8.7K 926 +175 +23%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$8.26K 880 +825 +1,500%
HT
113
Headlands Technologies
Illinois
$7.56K 805 -2,696 -77%
AAP
114
Arax Advisory Partners
Colorado
$5.48K 584 +230 +65%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$3K 300 +114 +61%
LFA
116
LGT Financial Advisors
Texas
$2.82K 300 – –
IAIM
117
International Assets Investment Management
Florida
$2.75K 25,823 +23,073 +839%
HCP
118
Hexagon Capital Partners
Arkansas
$2.58K 275 +4 +1%
PS
119
Principal Securities
Iowa
$2.49K 265 – –
RTL
120
Red Tortoise LLC
Georgia
$2.03K 216 – –
AF
121
Allworth Financial
California
$1.8K 192 +138 +256%
SCM
122
Sterling Capital Management
North Carolina
$1.72K 183 +183 New
LC
123
Lindbrook Capital
California
$1.7K 181 -12 -6%
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$1.36K 145 -36 -20%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1.2K 128 -4 -3%
3 4
5
6 7