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Invesco Mortgage Capital
IVR

Overview Fund Activity

218 hedge funds and large institutions have $487M invested in Invesco Mortgage Capital in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+8
Holders Change %
+3.81%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
99
Reduced
58
Closed
25
Calls
$83.7M
Puts
$85.4M
Net Calls
-$1.64M
Net Calls Change
+$18.1M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$20.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.26M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$91.7M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$4.58M
5
State Street
5
State Street
Massachusetts
$29M

Top Sellers

1
BPCM
1
Beach Point Capital Management
California
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.4M
3
CS
3
Credit Suisse
Switzerland
$630K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.53M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
126
Jump Financial
Illinois
$83K +$83K +2,997 New
SPWM
127
Straight Path Wealth Management
Michigan
$83K +$83K +3,000 New
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$80K – – –
SPC
129
Sigma Planning Corp
Michigan
$80K +$56 +2 +0.1%
GC
130
Guggenheim Capital
Illinois
$80K +$80K +2,875 New
WP
131
WealthPLAN Partners
Nebraska
$78K -$7.42K -278 -9%
VCA
132
Verdence Capital Advisors
Maryland
$75K +$38.3K +1,376 +104%
F
133
F3Logic
Minnesota
$71K -$82.7K -2,943 -54%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$71K -$28 -1 -0%
SIMG
135
Sonora Investment Management Group
Arizona
$71K +$71K +2,537 New
FWP
136
Firethorn Wealth Partners
Georgia
$69K +$69K +2,480 New
SW
137
SVB Wealth
Massachusetts
$68K -$447K -16,257 -87%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$64K -$37.4K -1,359 -37%
CCP
139
Corient Capital Partners
California
$64K -$6.06K -217 -9%
AIP
140
Ameritas Investment Partners
Nebraska
$62K – – –
CAN
141
Cetera Advisor Networks
California
$61K +$2.9K +105 +5%
MRWM
142
ML&R Wealth Management
Texas
$56K +$56K +2,000 New
CGH
143
Crossmark Global Holdings
Texas
$52K – – –
FTDI
144
First Trust Direct Indexing
Massachusetts
$51K +$51K +1,845 New
AAM
145
Advisors Asset Management
Colorado
$51K +$51K +1,849 New
CL
146
CPWM LLC
Washington
$50K – – –
EE
147
EWG Elevate
California
$49K -$62.8K -2,255 -56%
SA
148
Sicart Associates
New York
$43K – – –
X
149
Xponance
Pennsylvania
$41K +$3.16K +115 +8%
AIM
150
Aigen Investment Management
New York
$40K +$40K +1,298 New
4 5
6
7 8