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Invesco Mortgage Capital
IVR

Overview Fund Activity

143 hedge funds and large institutions have $226M invested in Invesco Mortgage Capital in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+18
Holders Change %
+14.4%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
40
Reduced
43
Closed
16
Calls
$18.3M
Puts
$21.1M
Net Calls
-$2.79M
Net Calls Change
-$4.52M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$7.28M
2
Renaissance Technologies
Renaissance Technologies
New York
+$5.32M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.64M
4
PCA
PL Capital Advisors
Florida
+$2.77M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.11M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.42M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.22M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.72M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.62M
5
Walleye Trading
Walleye Trading
New York
-$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$1.82K – – –
RTL
127
Red Tortoise LLC
Georgia
$1.3K – – –
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$1.25K +$532 +48 +74%
SPIA
129
Steward Partners Investment Advisory
New York
$1.21K +$1.21K +109 New
AAS
130
Ameritas Advisory Services
Nebraska
$1.2K +$1.2K +114 New
SWA
131
SOA Wealth Advisors
New York
$1.11K – – –
CG
132
Cutler Group
California
$1K -$3.5K -480 -78%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$1K -$552 -53 -36%
Bessemer Group
134
Bessemer Group
New Jersey
$1K – – –
CSB
135
City State Bank
Iowa
$1K +$1K +100 New
S
136
SignatureFD
Georgia
$887 -$909 -82 -51%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$843 +$843 +76 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$699 -$3.7K -333 -84%
NFSG
139
Newbridge Financial Services Group
Florida
$477 – – –
BIA
140
Bell Investment Advisors
California
$411 – – –
FMII
141
Farmers & Merchants Investments Inc
Nebraska
$244 – – –
AF
142
Advisornet Financial
Minnesota
$244 – – –
GWS
143
Glassman Wealth Services
Virginia
$166 – – –
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
– -$1.04M -81,265 Closed
Voloridge Investment Management
145
Voloridge Investment Management
Florida
– -$845K -66,346 Closed
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
– -$776K -60,965 Closed
Squarepoint
147
Squarepoint
New York
– -$153K -11,995 Closed
CSS
148
Cubist Systematic Strategies
Connecticut
– -$108K -8,468 Closed
PMEF
149
Point72 Middle East FZE
United Arab Emirates
– -$54.9K -4,316 Closed
AAM
150
Advisors Asset Management
Colorado
– -$28.3K -2,222 Closed
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