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Invesco Mortgage Capital
IVR

Overview Fund Activity

156 hedge funds and large institutions have $178M invested in Invesco Mortgage Capital in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+12
Holders Change %
+8.33%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
50
Reduced
48
Closed
27
Calls
$14.6M
Puts
$11.5M
Net Calls
+$3.08M
Net Calls Change
-$590K

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$8.69M
2
Two Sigma Investments
Two Sigma Investments
New York
$6.74M
3
HF
HRT Financial
New York
$4.12M
4
Morgan Stanley
Morgan Stanley
New York
$8.09M
5
CM
CastleKnight Management
New York
$2.75M

Top Sellers

1
BlackRock
BlackRock
New York
$41.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
$21.2M
3
State Street
State Street
Massachusetts
$9.15M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
5
PCA
PL Capital Advisors
Florida
$289K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
126
LGT Financial Advisors
Texas
$2.66K -$310 -35 -10%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$2.63K -$15.2K -1,712 -85%
HCP
128
Hexagon Capital Partners
Arkansas
$2.4K +$893 +101 +59%
PS
129
Principal Securities
Iowa
$2.35K +$2.35K +265 New
AA
130
AlphaMark Advisors
Kentucky
$2K -$13.2K -1,715 -87%
RTL
131
Red Tortoise LLC
Georgia
$1.91K +$1.91K +216 New
HI
132
Harbour Investments
Wisconsin
$1.36K -$1.15K -130 -46%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$1.17K +$612 +69 +110%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1K -$5.7K -821 -85%
Bessemer Group
135
Bessemer Group
New Jersey
$1K – – –
CSB
136
City State Bank
Iowa
$1K – – –
EA
137
Evolution Advisers
Virginia
$1K +$1K +109 New
SPIA
138
Steward Partners Investment Advisory
New York
$966 – – –
TC
139
Truvestments Capital
Florida
$966 +$966 +109 New
GI
140
GAMMA Investing
California
$943 +$943 +107 New
SWA
141
SOA Wealth Advisors
New York
$886 – – –
AIC
142
Archer Investment Corporation
Indiana
$815 +$44 +5 +6%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$796 -$666 -77 -46%
CPG
144
Cornerstone Planning Group
New Jersey
$669 +$36 +4 +6%
FFO
145
Fortitude Family Office
Arizona
$514 +$514 +58 New
AF
146
Allworth Financial
California
$479 +$231 +26 +93%
LC
147
Lindbrook Capital
California
$461 -$4.37K -493 -90%
NFSG
148
Newbridge Financial Services Group
Florida
$381 – – –
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$346 +$346 +39 New
GPFA
150
Game Plan Financial Advisors
Ohio
$222 +$222 +25 New
4 5
6
7 8