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Invesco Mortgage Capital
IVR

Overview Fund Activity

136 hedge funds and large institutions have $190M invested in Invesco Mortgage Capital in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-5
Holders Change %
-3.55%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
53
Reduced
29
Closed
26
Calls
$6.96M
Puts
$7.06M
Net Calls
-$96K
Net Calls Change
+$1.2M

Top Buyers

1
SBH
1
Segall Bryant & Hamill
Illinois
$4.87M
2
VanEck Associates
2
VanEck Associates
New York
$4.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$27.5M
4
GCP
4
GSA Capital Partners
United Kingdom
$2.47M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$7.99M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$88.7K
2
JAM
2
Jupiter Asset Management
United Kingdom
$2.03M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$4.39M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
126
Harbour Investments
Wisconsin
$731 -$197 -21 -21%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$515 – – –
AF
128
Allworth Financial
California
$504 – – –
EWA
129
EverSource Wealth Advisors
Alabama
$499 +$499 +55 New
RIL
130
Rothschild Investment LLC
Illinois
$422 +$422 +45 New
NFSG
131
Newbridge Financial Services Group
Florida
$403 – – –
FFO
132
Fortitude Family Office
Arizona
$394 -$1.55K -165 -80%
RFA
133
Register Financial Advisors
Georgia
$256 – – –
AF
134
Advisornet Financial
Minnesota
$206 – – –
IC
135
Innealta Capital
Texas
$66 +$66 +7 New
BIA
136
Bell Investment Advisors
California
$10 – – –
WAM
137
Wolverine Asset Management
Illinois
– -$1.97M -203,377 Closed
Millennium Management
138
Millennium Management
New York
– -$1.19M -123,152 Closed
AWCI
139
Alpine Woods Capital Investors
New York
– -$817K -95,500 Closed
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
– -$782K -80,830 Closed
AG
141
Algert Global
California
– -$702K -72,520 Closed
CFM
142
Catalyst Funds Management
Australia
– -$427K -44,100 Closed
CC
143
Centiva Capital
New York
– -$386K -39,914 Closed
EGM
144
Engineers Gate Manager
New York
– -$301K -31,140 Closed
PAS
145
Point72 Asia (Singapore)
Singapore
– -$272K -28,116 Closed
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
– -$254K -24,251 Closed
AIG
147
American International Group
New York
– -$233K -24,098 Closed
PI
148
PEAK6 Investments
Illinois
– -$207K -21,414 Closed
Franklin Resources
149
Franklin Resources
California
– -$196K -20,287 Closed
FRM
150
Fox Run Management
Connecticut
– -$183K -18,891 Closed
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