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Invesco Mortgage Capital
IVR

Overview Fund Activity

141 hedge funds and large institutions have $254M invested in Invesco Mortgage Capital in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-2
Holders Change %
-1.4%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
76
Reduced
23
Closed
20
Calls
$16.8M
Puts
$20.8M
Net Calls
-$3.99M
Net Calls Change
-$1.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$83.1M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.58M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.4M
5
LPL Financial
5
LPL Financial
California
$3.25M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$41.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$9.21M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$1.88K – – –
RTL
127
Red Tortoise LLC
Georgia
$1.68K +$333 +29 +25%
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$1.53K +$240 +21 +19%
LC
129
Lindbrook Capital
California
$1.38K -$9.63K -840 -88%
SPIA
130
Steward Partners Investment Advisory
New York
$1.25K – – –
PFBT
131
Parkside Financial Bank & Trust
Missouri
$1.16K +$1.16K +101 New
SWA
132
SOA Wealth Advisors
New York
$1.15K – – –
CSB
133
City State Bank
Iowa
$1K – – –
Bessemer Group
134
Bessemer Group
New Jersey
$1K – – –
AIC
135
Archer Investment Corporation
Indiana
$963 +$963 +84 New
CPG
136
Cornerstone Planning Group
New Jersey
$790 +$790 +69 New
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$723 – – –
NFSG
138
Newbridge Financial Services Group
Florida
$493 – – –
BIA
139
Bell Investment Advisors
California
$425 – – –
AF
140
Advisornet Financial
Minnesota
$252 – – –
FMII
141
Farmers & Merchants Investments Inc
Nebraska
$252 – – –
Marshall Wace
142
Marshall Wace
United Kingdom
– -$7.28M -656,766 Closed
WAM
143
Wolverine Asset Management
Illinois
– -$1.63M -147,243 Closed
WA
144
Wealthstar Advisors
Texas
– -$495K -44,702 Closed
BFM
145
Boothbay Fund Management
New York
– -$285K -25,722 Closed
SSA
146
Schonfeld Strategic Advisors
New York
– -$255K -22,994 Closed
QT
147
Quantbot Technologies
New York
– -$234K -21,107 Closed
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
– -$197K -17,764 Closed
DTL
149
Dynamic Technology Lab
Singapore
– -$140K -12,583 Closed
Amundi
150
Amundi
France
– -$53.6K -4,811 Closed
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