We are live on ! Find out more
IVR icon

Invesco Mortgage Capital

172 hedge funds and large institutions have $280M invested in Invesco Mortgage Capital in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 38 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more call options, than puts

Call options by funds: $5.66M | Put options by funds: $1.42M

89% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 38

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $268M → $280M (+$12.6M)

1% more funds holding

Funds holding: 171172 (+1)

4.93% less ownership

Funds ownership: 44.79%39.86% (-4.9%)

Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
72
Reduced
38
Closed
27
Calls
$5.66M
Puts
$1.42M
Net Calls
+$4.23M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
126
LGT Financial Advisors
Texas
$8.96K
QCG
127
Quadrant Capital Group
Ohio
$8.82K -$2.44K -286 -21%
FFA
128
Farther Finance Advisors
California
$7.26K +$179 +21 +2%
VCM
129
Versant Capital Management
Arizona
$7.2K +$2.33K +273 +44%
S
130
SignatureFD
Georgia
$5.56K -$4.74K -555 -45%
KAS
131
Kemnay Advisory Services
New York
$5.4K +$5.7K +668 New
Optiver Holding
132
Optiver Holding
Netherlands
$5.3K +$5.6K +656 New
RFP
133
Root Financial Partners
California
$4.62K +$4.86K +569 +18,967%
TWD
134
True Wealth Design
Ohio
$3.67K
EP
135
Essential Partners
California
$3.37K
PWPS
136
Pinnacle Wealth Planning Services
Ohio
$3.14K
GIA
137
GHP Investment Advisors
Colorado
$2.83K +$2.99K +350 New
SIS
138
Sound Income Strategies
Florida
$2.8K
US Bancorp
139
US Bancorp
Minnesota
$2.61K +$222 +26 +9%
RIL
140
Rothschild Investment LLC
Illinois
$2.42K +$1.23K +144 +93%
MCM
141
MAI Capital Management
Ohio
$2.2K +$2.3K +270 +13,500%
RTL
142
Red Tortoise LLC
Georgia
$2.08K
Los Angeles Capital Management
143
Los Angeles Capital Management
California
$1.96K -$1.02M -119,010 -100%
EWA
144
EverSource Wealth Advisors
Alabama
$1.78K +$461 +54 +32%
KFAS
145
Keating Financial Advisory Services
Kansas
$1.69K +$1.78K +209 New
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$1.45K
W
147
WealthCollab
Washington
$1.33K
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32K
PWA
149
Physician Wealth Advisors
Utah
$1.03K +$1.08K +127 New
CPG
150
Cornerstone Planning Group
New Jersey
$941 +$51 +6 +5%