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Invesco Mortgage Capital
IVR

Overview Fund Activity

141 hedge funds and large institutions have $210M invested in Invesco Mortgage Capital in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
54
Reduced
38
Closed
15
Calls
$7.8M
Puts
$9.71M
Net Calls
-$1.91M
Net Calls Change
-$1.82M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$6.82M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.9M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.51M
4
PCA
4
PL Capital Advisors
Florida
$3.76M
5
HF
5
HRT Financial
New York
$2.35M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.54M
2
GCP
2
GSA Capital Partners
United Kingdom
$191K
3
JAM
3
Jupiter Asset Management
United Kingdom
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$6.51M
5
Invesco
5
Invesco
Georgia
$892K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
126
Cornerstone Planning Group
New Jersey
$1.19K -$444 -54 -27%
Comerica Bank
127
Comerica Bank
Texas
$1.13K -$10.1K -1,076 -90%
GI
128
GAMMA Investing
California
$1.02K -$817 -87 -44%
SPIA
129
Steward Partners Investment Advisory
New York
$1.02K – – –
Bessemer Group
130
Bessemer Group
New Jersey
$1K +$1K +130 New
AIC
131
Archer Investment Corporation
Indiana
$985 +$47 +5 +5%
SWA
132
SOA Wealth Advisors
New York
$939 – – –
CSB
133
City State Bank
Iowa
$939 – – –
FFA
134
Farther Finance Advisors
California
$742 – – –
HI
135
Harbour Investments
Wisconsin
$732 – – –
EWA
136
EverSource Wealth Advisors
Alabama
$516 – – –
FFO
137
Fortitude Family Office
Arizona
$394 – – –
RIL
138
Rothschild Investment LLC
Illinois
$282 -$141 -15 -33%
CPA
139
Capital Performance Advisors
California
$263 +$263 +28 New
BIA
140
Bell Investment Advisors
California
$10 – – –
MG
141
Mather Group
Illinois
$8 +$8 +1 New
JAM
142
Jupiter Asset Management
United Kingdom
– -$2.03M -216,519 Closed
Squarepoint
143
Squarepoint
New York
– -$304K -32,481 Closed
CCIA
144
Campbell & Co Investment Adviser
Maryland
– -$278K -29,654 Closed
GCM
145
Graham Capital Management
Connecticut
– -$277K -29,533 Closed
GLA
146
Great Lakes Advisors
Illinois
– -$250K -26,692 Closed
KAS
147
Kestra Advisory Services
Texas
– -$225K -23,962 Closed
RFG
148
Range Financial Group
Oregon
– -$210K -22,405 Closed
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
– -$95.6K -10,199 Closed
OPTFSNA
150
Old Point Trust & Financial Services N A
Virginia
– -$2.57K -274 Closed
3 4 5
6
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