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Invesco Mortgage Capital
IVR

Overview Fund Activity

223 hedge funds and large institutions have $1.51B invested in Invesco Mortgage Capital in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-10
Holders Change %
-4.29%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
94
Reduced
51
Closed
36
Calls
$1.02M
Puts
$625K
Net Calls
+$390K
Net Calls Change
+$273K

Top Buyers

1
BlackRock
BlackRock
New York
$392M
2
Bank of America
Bank of America
North Carolina
$29.2M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$44.1M
4
Wells Fargo
Wells Fargo
California
$32.1M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
$12.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$27.2M
2
Citigroup
Citigroup
New York
$459K
3
UBS Group
UBS Group
Switzerland
$51.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$7.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
126
Xact Kapitalforvaltning
Sweden
$548K – – –
Truist Financial
127
Truist Financial
North Carolina
$525K +$8.06K +50 +2%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$491K +$78.8K +489 +19%
DIM
129
DC Investments Management
Virginia
$490K +$132K +817 +37%
Balyasny Asset Management
130
Balyasny Asset Management
Illinois
$484K -$9.35K -58 -2%
SPC
131
Sigma Planning Corp
Michigan
$475K +$29.3K +182 +7%
Mackenzie Financial
132
Mackenzie Financial
Ontario, Canada
$474K +$106K +659 +29%
Citigroup
133
Citigroup
New York
$459K -$17.1M -106,102 -97%
QI
134
QS Investors
New York
$452K – – –
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$426K -$33.2K -206 -7%
First Trust Advisors
136
First Trust Advisors
Illinois
$423K -$1.38M -8,546 -77%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$422K -$174K -1,080 -29%
AWM
138
AE Wealth Management
Kansas
$393K +$149K +924 +61%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$377K -$3.46M -21,463 -90%
SIM
140
Sonora Investment Management
Arizona
$373K – – –
CFMC
141
Curbstone Financial Management Corp
New Hampshire
$345K – – –
CIM
142
CIM Investment Management
Pennsylvania
$336K -$6.93K -43 -2%
CCIA
143
Campbell & Co Investment Adviser
Maryland
$329K -$160K -995 -33%
AB
144
Amalgamated Bank
New York
$327K +$33.8K +210 +12%
Los Angeles Capital Management
145
Los Angeles Capital Management
California
$316K +$114K +709 +57%
PA
146
Profund Advisors
Maryland
$307K +$13.9K +86 +5%
M&T Bank
147
M&T Bank
New York
$305K +$161 +1 +0.1%
ECM
148
Everence Capital Management
Indiana
$302K +$106K +660 +54%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$294K +$170K +1,058 +138%
NA
150
Neuburgh Advisers
California
$272K – – –
4 5
6
7 8