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Invesco Mortgage Capital

144 hedge funds and large institutions have $223M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.3M
Puts
$4.66M
Net Calls
Net Calls Change

Top Sellers

1 -$15.4M
2 -$5.99M
3 -$2.77M
4
UBS Group
UBS Group
Switzerland
-$2.01M
5
Barclays
Barclays
United Kingdom
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$38.9K
BWL
102
Bogart Wealth LLC
Virginia
$36.9K
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$23K
QL
104
Quarry LP
New York
$21K
CFB
105
Cullen/Frost Bankers
Texas
$18.7K
DB
106
Danske Bank
Denmark
$18K
AB
107
Amalgamated Bank
New York
$17K
SCM
108
Sterling Capital Management
North Carolina
$14K
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$11K
SWM
110
Spire Wealth Management
Virginia
$8.87K
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.65K
PA
112
Parallel Advisors
California
$8.52K
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$7.84K
AAS
114
Ameritas Advisory Services
Nebraska
$7.05K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$7K
FFA
116
Farther Finance Advisors
California
$6.8K
VCM
117
Versant Capital Management
Arizona
$4.84K
Jones Financial Companies
118
Jones Financial Companies
Missouri
$4.42K
GI
119
GAMMA Investing
California
$4.11K
AF
120
Allworth Financial
California
$3.1K
Comerica Bank
121
Comerica Bank
Texas
$2.2K
RTL
122
Red Tortoise LLC
Georgia
$2.02K
GWM
123
Geneos Wealth Management
Colorado
$1.72K
National Bank of Canada
124
National Bank of Canada
Quebec, Canada
$1.41K
RIL
125
Rothschild Investment LLC
Illinois
$1.37K