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Invesco Mortgage Capital

205 hedge funds and large institutions have $394M invested in Invesco Mortgage Capital in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 86 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-13
Holders Change %
-5.96%
% of All Funds
3.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
65
Reduced
86
Closed
36
Calls
$35.4M
Puts
$19.2M
Net Calls
+$16.2M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
126
Sigma Planning Corp
Michigan
$61K -$4.42K -194 -7%
AAM
127
Advisors Asset Management
Colorado
$59K +$17.1K +757 +41%
SIMG
128
Sonora Investment Management Group
Arizona
$58K
WWM
129
Western Wealth Management
Colorado
$58K +$58K +2,546 New
RJFSA
130
Raymond James Financial Services Advisors
Florida
$56K -$2.25K -99 -4%
F
131
F3Logic
Minnesota
$56K -$2.26K -98 -4%
IA
132
IFP Advisors
Florida
$54K +$54K +272 New
SOW
133
State of Wyoming
Wyoming
$54K +$29.6K +1,308 +122%
AIP
134
Ameritas Investment Partners
Nebraska
$51K
CAN
135
Cetera Advisor Networks
California
$46K -$4.01K -177 -8%
MRWM
136
ML&R Wealth Management
Texas
$46K
SCM
137
Shelton Capital Management
Colorado
$46K +$16.5K +720 +56%
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$45.1K -$138K -6,068 -75%
FTDI
139
First Trust Direct Indexing
Massachusetts
$43K +$575 +25 +1%
CGH
140
Crossmark Global Holdings
Texas
$42K
SM
141
Sciencast Management
New Jersey
$42K +$42K +1,945 New
1WA
142
180 Wealth Advisors
Washington
$41K +$22K +1,211 +116%
Mackenzie Financial
143
Mackenzie Financial
Ontario, Canada
$40K -$66.6K -2,953 -62%
CPO
144
Cerity Partners OCIO
New York
$39K +$39K +1,704 New
AWM
145
AE Wealth Management
Kansas
$38K +$9.28K +409 +32%
RJA
146
Raymond James & Associates
Florida
$36K -$63.1K -2,801 -64%
X
147
Xponance
Pennsylvania
$34K +$114 +5 +0.3%
AWM
148
Apollon Wealth Management
South Carolina
$33K +$390 +17 +1%
Cerity Partners
149
Cerity Partners
New York
$33K +$33K +1,464 New
PAMS
150
Pictet Asset Management (Switzerland)
Switzerland
$30K