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Invesco Mortgage Capital
IVR

Overview Fund Activity

189 hedge funds and large institutions have $363M invested in Invesco Mortgage Capital in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+9
Holders Change %
+5%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
61
Reduced
69
Closed
19
Calls
$77.3M
Puts
$79.5M
Net Calls
-$2.17M
Net Calls Change
-$1.81M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$62.6M
2
Renaissance Technologies
Renaissance Technologies
New York
$11.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$20.4M
4
BPCM
Beach Point Capital Management
California
$5.71M
5
EE
EWG Elevate
California
$6.15M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Invesco
Invesco
Georgia
$797K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.61M
4
Group One Trading
Group One Trading
Illinois
$0
5
Goldman Sachs
Goldman Sachs
New York
$577K
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$69K – – –
PA
127
Profund Advisors
Maryland
$64K +$20.6K +611 +48%
TSS
128
Two Sigma Securities
New York
$62K -$123K -3,644 -66%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$62K +$13.2K +389 +27%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$62K +$22.4K +666 +57%
JSL
131
JT Stratford LLC
Georgia
$61K -$91.3K -2,710 -60%
CGH
132
Crossmark Global Holdings
Texas
$60K – – –
AB
133
Amalgamated Bank
New York
$58K +$374 +11 +0.6%
TRCT
134
Tower Research Capital (TRC)
New York
$57K -$502K -14,725 -90%
CIBC Asset Management
135
CIBC Asset Management
Ontario, Canada
$55K -$21.3K -629 -28%
LWM
136
Laidlaw Wealth Management
New York
$55K -$8.92K -263 -14%
AIP
137
Ameritas Investment Partners
Nebraska
$54K – – –
VI
138
Vestcor Inc
New Brunswick, Canada
$53K -$66.1K -1,953 -55%
CL
139
CPWM LLC
Washington
$50K +$50K +1,487 New
RJFSA
140
Raymond James Financial Services Advisors
Florida
$48K +$9.87K +294 +26%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$44K – – –
SCM
142
Shelton Capital Management
Colorado
$43K – – –
WC
143
Wexford Capital
Florida
$43K +$43K +1,266 New
DWT
144
Dorsey & Whitney Trust
South Dakota
$43K +$43K +1,280 New
GLA
145
Great Lakes Advisors
Illinois
$40K +$40K +1,182 New
QC
146
QCM Cayman
Texas
$40K +$40K +1,186 New
FWP
147
Firethorn Wealth Partners
Georgia
$39K +$39K +1,158 New
MAM
148
Meeder Asset Management
Ohio
$37K +$24.9K +729 +205%
QI
149
QS Investors
New York
$36K – – –
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$34K -$345K -10,384 -91%
4 5
6
7 8