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Invesco Mortgage Capital
IVR

Overview Fund Activity

139 hedge funds and large institutions have $206M invested in Invesco Mortgage Capital in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 30 closing their positions.

Holders
139
Holders Change
-2
Holders Change %
-1.42%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
52
Reduced
35
Closed
30
Calls
$4.79M
Puts
$7.93M
Net Calls
-$3.14M
Net Calls Change
-$1.23M

Top Buyers

1
Invesco
1
Invesco
Georgia
$18.7M
2
UBS Group
2
UBS Group
Switzerland
$8.86M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$11.7M
4
BlackRock
4
BlackRock
New York
$44.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$25.7M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$5.81M
2
HF
2
HRT Financial
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
ECM
4
ExodusPoint Capital Management
New York
$0
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$13K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$10K +$7.46K +881 +294%
US Bancorp
103
US Bancorp
Minnesota
$9.6K +$2.15K +267 +29%
SWM
104
Spire Wealth Management
Virginia
$8.94K +$8.94K +1,110 New
MMCM
105
Murphy & Mullick Capital Management
New York
$8.82K +$8.82K +1,044 New
Barrow, Hanley, Mewhinney & Strauss
106
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.56K – – –
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$8.06K – – –
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.57K – – –
QCG
109
Quadrant Capital Group
Ohio
$4.49K -$19.3K -2,402 -81%
PS
110
Principal Securities
Iowa
$3.39K +$1.26K +156 +59%
CPG
111
Cornerstone Planning Group
New Jersey
$3.37K +$2.18K +266 +185%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$3.22K +$3.22K +400 New
Jones Financial Companies
113
Jones Financial Companies
Missouri
$3.09K +$3.09K +384 New
GI
114
GAMMA Investing
California
$2.95K +$2.07K +257 +236%
AAP
115
Arax Advisory Partners
Colorado
$2.85K -$1.85K -230 -39%
LFA
116
LGT Financial Advisors
Texas
$2.42K – – –
CW
117
Curio Wealth
Maryland
$2.42K +$2.42K +300 New
HCP
118
Hexagon Capital Partners
Arkansas
$2.3K +$89 +11 +4%
Comerica Bank
119
Comerica Bank
Texas
$2.26K +$1.3K +161 +134%
S
120
SignatureFD
Georgia
$2.13K -$6.62K -822 -76%
EWA
121
EverSource Wealth Advisors
Alabama
$1.95K +$1.51K +187 +340%
RTL
122
Red Tortoise LLC
Georgia
$1.89K +$153 +19 +9%
FFA
123
Farther Finance Advisors
California
$1.24K +$604 +75 +95%
Amundi
124
Amundi
France
$1.19K +$1.19K +148 New
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$1.17K – – –
3 4
5
6 7