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Invesco Mortgage Capital
IVR

Overview Fund Activity

143 hedge funds and large institutions have $223M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
31
Closed
30
Calls
$2.3M
Puts
$4.66M
Net Calls
-$2.36M
Net Calls Change
+$2.41M

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$7.56M
2
Vanguard Group
Vanguard Group
Pennsylvania
$28.8M
3
UBS AM
UBS AM
Illinois
$2.43M
4
State Street
State Street
Massachusetts
$10.6M
5
ZIM
Zacks Investment Management
Illinois
$1.61M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
JAM
Jupiter Asset Management
United Kingdom
$959K
3
Two Sigma Investments
Two Sigma Investments
New York
$4.8M
4
UBS Group
UBS Group
Switzerland
$4.48M
5
Barclays
Barclays
United Kingdom
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$38.9K -$26.9K -3,430 -41%
BWL
102
Bogart Wealth LLC
Virginia
$36.9K +$18.8K +2,400 +104%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$23K – – –
QL
104
Quarry LP
New York
$21K +$17K +2,169 +421%
CFB
105
Cullen/Frost Bankers
Texas
$18.7K +$18.7K +2,387 New
AB
106
Amalgamated Bank
New York
$17K – – –
SCM
107
Sterling Capital Management
North Carolina
$14K +$5.68K +725 +69%
BNP Paribas Asset Management
108
BNP Paribas Asset Management
France
$11K +$11K +1,376 New
SWM
109
Spire Wealth Management
Virginia
$8.87K +$165 +21 +2%
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.65K – – –
PA
111
Parallel Advisors
California
$8.52K -$2.68K -342 -24%
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$7.84K – – –
AAS
113
Ameritas Advisory Services
Nebraska
$7.05K +$7.05K +900 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$7K -$1.7K -229 -20%
FFA
115
Farther Finance Advisors
California
$6.81K -$392 -50 -5%
VCM
116
Versant Capital Management
Arizona
$4.85K +$1.22K +155 +33%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$4.42K +$1.02K +131 +30%
GI
118
GAMMA Investing
California
$4.11K +$2.22K +283 +117%
AF
119
Allworth Financial
California
$3.1K +$2.34K +299 +311%
Comerica Bank
120
Comerica Bank
Texas
$2.2K – – –
RTL
121
Red Tortoise LLC
Georgia
$2.02K -$1.76K -224 -47%
GWM
122
Geneos Wealth Management
Colorado
$1.72K – – –
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$1.41K +$274 +35 +24%
RIL
124
Rothschild Investment LLC
Illinois
$1.37K +$549 +70 +67%
W
125
WealthCollab
Washington
$1.29K – – –
3 4
5
6 7