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Invesco Mortgage Capital
IVR

Overview Fund Activity

144 hedge funds and large institutions have $231M invested in Invesco Mortgage Capital in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+3
Holders Change %
+2.13%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
58
Reduced
42
Closed
14
Calls
$18.2M
Puts
$14.5M
Net Calls
+$3.67M
Net Calls Change
+$7.66M

Top Buyers

1
Hudson Bay Capital Management
1
Hudson Bay Capital Management
Connecticut
$4.35M
2
JAM
2
Jupiter Asset Management
United Kingdom
$3.14M
3
Goldman Sachs
3
Goldman Sachs
New York
$5.82M
4
WAM
4
Wolverine Asset Management
Illinois
$2.71M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$10.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.79M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$110K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.82M
4
Barclays
4
Barclays
United Kingdom
$201K
5
EH
5
EMG Holdings
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$1.65K +$341 +35 +26%
NA
127
NewEdge Advisors
Louisiana
$1.64K – – –
SPIA
128
Steward Partners Investment Advisory
New York
$1.09K – – –
SWA
129
SOA Wealth Advisors
New York
$1K – – –
Bessemer Group
130
Bessemer Group
New Jersey
$1K – – –
CSB
131
City State Bank
Iowa
$1K – – –
AIC
132
Archer Investment Corporation
Indiana
$868 +$30 +3 +4%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$741 -$21.9K -2,185 -97%
CPG
134
Cornerstone Planning Group
New Jersey
$712 +$20 +2 +3%
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$631 – – –
AFS
136
Annapolis Financial Services
Maryland
$501 +$501 +50 New
NFSG
137
Newbridge Financial Services Group
Florida
$430 – – –
AssetMark Inc
138
AssetMark Inc
California
$300 +$300 +30 New
AF
139
Allworth Financial
California
$281 +$281 +28 New
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$220 – – –
AF
141
Advisornet Financial
Minnesota
$220 – – –
BIA
142
Bell Investment Advisors
California
$141 -$232 -23 -62%
ECM
143
Everence Capital Management
Indiana
$112 +$112 +11,176 New
PFBT
144
Parkside Financial Bank & Trust
Missouri
$101 -$919 -91 -90%
EH
145
EMG Holdings
Connecticut
– -$800K -69,778 Closed
GCP
146
GSA Capital Partners
United Kingdom
– -$683K -59,557 Closed
CSS
147
Cubist Systematic Strategies
Connecticut
– -$427K -37,228 Closed
Wolverine Trading
148
Wolverine Trading
Illinois
– -$437K -36,634 Closed
Two Sigma Advisers
149
Two Sigma Advisers
New York
– -$394K -34,379 Closed
ECM
150
ExodusPoint Capital Management
New York
– -$337K -29,410 Closed
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6
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