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Invesco Mortgage Capital
IVR

Overview Fund Activity

187 hedge funds and large institutions have $567M invested in Invesco Mortgage Capital in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
27
Increased
98
Reduced
35
Closed
28
Calls
$90.6M
Puts
$133M
Net Calls
-$42.9M
Net Calls Change
-$40.7M

Top Buyers

1
BlackRock
BlackRock
New York
$171M
2
Vanguard Group
Vanguard Group
Pennsylvania
$94.4M
3
BPCM
Beach Point Capital Management
California
$20.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$12.9M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$9.23M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$3.87M
2
Norges Bank
Norges Bank
Norway
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
APG Asset Management
APG Asset Management
Netherlands
$0
5
Walleye Trading
Walleye Trading
New York
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
126
Firethorn Wealth Partners
Georgia
$93K +$46.6K +1,163 +100%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$91K +$16.8K +416 +23%
Stifel Financial
128
Stifel Financial
Missouri
$89K -$5.15K -128 -5%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$86K -$17.3K -434 -17%
CAN
130
Cetera Advisor Networks
California
$84K -$4.3K -107 -5%
EGM
131
Engineers Gate Manager
New York
$84K +$84K +2,106 New
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$81K – – –
BRWM
133
B. Riley Wealth Management
Tennessee
$81K +$81K +2,017 New
AIP
134
Ameritas Investment Partners
Nebraska
$76K +$12.2K +304 +19%
JSL
135
JT Stratford LLC
Georgia
$73K – – –
CGH
136
Crossmark Global Holdings
Texas
$71K – – –
PP
137
Paloma Partners
Connecticut
$69K +$69K +1,715 New
AB
138
Amalgamated Bank
New York
$68K – – –
CIBC Asset Management
139
CIBC Asset Management
Ontario, Canada
$67K +$1.97K +49 +3%
GCP
140
GSA Capital Partners
United Kingdom
$65K -$237K -5,917 -78%
CL
141
CPWM LLC
Washington
$61K +$1.4K +35 +2%
DT
142
Diversified Trust
Tennessee
$60K +$60K +1,489 New
SSG
143
Summit Securities Group
New York
$60K +$60K +1,500 New
RJFSA
144
Raymond James Financial Services Advisors
Florida
$59K +$1.8K +45 +3%
EVM
145
Eaton Vance Management
Massachusetts
$58K +$58K +1,439 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$56K +$15.4K +389 +38%
AI
147
Atom Investors
Texas
$55K +$55K +1,381 New
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$52K – – –
SCM
149
Shelton Capital Management
Colorado
$52K – – –
DWT
150
Dorsey & Whitney Trust
South Dakota
$51K – – –
4 5
6
7 8