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Invesco Mortgage Capital
IVR

Overview Fund Activity

146 hedge funds and large institutions have $237M invested in Invesco Mortgage Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
59
Reduced
34
Closed
16
Calls
$2.51M
Puts
$7.29M
Net Calls
-$4.78M
Net Calls Change
-$1.63M

Top Buyers

1
BlackRock
BlackRock
New York
$52M
2
JAM
Jupiter Asset Management
United Kingdom
$7M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$10.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$9.29M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.4M

Top Sellers

1
CM
CastleKnight Management
New York
$0
2
PCA
PL Capital Advisors
Florida
$789K
3
UBS Group
UBS Group
Switzerland
$6.53M
4
EH
EMG Holdings
Connecticut
$0
5
AWS
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$11.3K -$9.6K -1,217 -46%
A
102
AlphaQuest
New York
$9.03K +$9.03K +1,145 New
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$9K -$85 -11 -0.9%
US Bancorp
104
US Bancorp
Minnesota
$8.98K -$434 -55 -5%
SWM
105
Spire Wealth Management
Virginia
$8.76K – – –
FDCDDQ
106
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.7K +$1.29K +163 +17%
Barrow, Hanley, Mewhinney & Strauss
107
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.39K – – –
SCM
108
Sterling Capital Management
North Carolina
$8.33K -$5.4K -684 -39%
MMCM
109
Murphy & Mullick Capital Management
New York
$8.24K – – –
FFA
110
Farther Finance Advisors
California
$7.38K +$6.14K +764 +496%
CCM
111
Coldstream Capital Management
Washington
$7.17K +$7.17K +909 New
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$6.5K – – –
QL
113
Quarry LP
New York
$4.06K +$4.06K +515 New
AssetMark Inc
114
AssetMark Inc
California
$3.95K +$3.95K +500 New
RTL
115
Red Tortoise LLC
Georgia
$3.8K +$1.94K +246 +105%
VCM
116
Versant Capital Management
Arizona
$3.65K +$3.65K +463 New
GWM
117
Geneos Wealth Management
Colorado
$3.46K +$3.46K +219 New
Jones Financial Companies
118
Jones Financial Companies
Missouri
$3.44K +$397 +50 +13%
PS
119
Principal Securities
Iowa
$3.39K – – –
EWA
120
EverSource Wealth Advisors
Alabama
$2.82K +$907 +115 +48%
HCP
121
Hexagon Capital Partners
Arkansas
$2.36K +$103 +13 +5%
S
122
SignatureFD
Georgia
$2.3K +$205 +26 +10%
LC
123
Lindbrook Capital
California
$2.26K +$1.85K +234 +450%
Comerica Bank
124
Comerica Bank
Texas
$2.22K – – –
GI
125
GAMMA Investing
California
$1.9K -$986 -125 -34%
3 4
5
6 7