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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.

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

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
JAM
2
Jupiter Asset Management
United Kingdom
$959K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.8M
4
UBS Group
4
UBS Group
Switzerland
$4.48M
5
Barclays
5
Barclays
United Kingdom
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
126
Covestor
United Kingdom
$1K +$1K +69 New
PWA
127
Physician Wealth Advisors
Utah
$894 +$894 +114 New
CPG
128
Cornerstone Planning Group
New Jersey
$802 -$1.08K -139 -57%
CSB
129
City State Bank
Iowa
$784 – – –
PFBT
130
Parkside Financial Bank & Trust
Missouri
$471 +$471 +60 New
AIC
131
Archer Investment Corporation
Indiana
$433 -$197 -25 -31%
HI
132
Harbour Investments
Wisconsin
$368 -$78 -10 -18%
FFO
133
Fortitude Family Office
Arizona
$329 – – –
CIAM
134
Caitong International Asset Management
Hong Kong
$306 -$282 -36 -48%
Optiver Holding
135
Optiver Holding
Netherlands
$282 +$282 +36 New
IA
136
IFP Advisors
Florida
$259 +$259 +33 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$196 -$361 -46 -65%
HIMS
138
Hager Investment Management Services
New Hampshire
$114 – – –
SPIA
139
Steward Partners Investment Advisory
New York
$39 +$39 +5 New
NA
140
NewEdge Advisors
Louisiana
$16 – – –
BIA
141
Bell Investment Advisors
California
$8 – – –
HNB
142
Huntington National Bank
Ohio
$3 +$3 +1 New
Balyasny Asset Management
143
Balyasny Asset Management
Illinois
– -$15.4M -1,949,391 Closed
FGP
144
Freestone Grove Partners
California
– -$1.35M -171,463 Closed
Connor, Clark & Lunn Investment Management (CC&L)
145
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$803K -101,822 Closed
PCA
146
PL Capital Advisors
Florida
– -$789K -100,000 Closed
CF
147
Corebridge Financial
Texas
– -$236K -29,972 Closed
Nomura Holdings
148
Nomura Holdings
Japan
– -$224K -28,428 Closed
DFCM
149
Dark Forest Capital Management
Puerto Rico
– -$189K -23,981 Closed
NEPWA
150
New England Private Wealth Advisors
Massachusetts
– -$134K -17,000 Closed
3 4 5
6
7