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Invesco Mortgage Capital
IVR

Overview Fund Activity

139 hedge funds and large institutions have $206M invested in Invesco Mortgage Capital in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-2
Holders Change %
-1.42%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
52
Reduced
35
Closed
30
Calls
$4.79M
Puts
$7.93M
Net Calls
-$3.14M
Net Calls Change
-$1.23M

Top Buyers

1
Invesco
Invesco
Georgia
$18.7M
2
UBS Group
UBS Group
Switzerland
$8.86M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11.7M
4
BlackRock
BlackRock
New York
$44.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
$25.7M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$5.81M
2
HF
HRT Financial
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
ECM
ExodusPoint Capital Management
New York
$0
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
126
City State Bank
Iowa
$805 – – –
SWA
127
SOA Wealth Advisors
New York
$805 – – –
CIAM
128
Caitong International Asset Management
Hong Kong
$781 +$781 +97 New
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$757 -$274 -34 -27%
HI
130
Harbour Investments
Wisconsin
$628 – – –
AIC
131
Archer Investment Corporation
Indiana
$612 -$234 -29 -28%
RIL
132
Rothschild Investment LLC
Illinois
$483 +$242 +30 +100%
ANBT
133
American National Bank & Trust
Texas
$435 +$435 +54 New
LC
134
Lindbrook Capital
California
$419 -$1.04K -129 -71%
FFO
135
Fortitude Family Office
Arizona
$338 – – –
AF
136
Allworth Financial
California
$130 -$1.43K -176 -92%
HIMS
137
Hager Investment Management Services
New Hampshire
$117 +$117 +15 New
NA
138
NewEdge Advisors
Louisiana
$16 +$16 +2 New
BIA
139
Bell Investment Advisors
California
$9 – – –
HF
140
HRT Financial
New York
– -$2.35M -249,793 Closed
Citadel Advisors
141
Citadel Advisors
Florida
– -$1.54M -164,517 Closed
ECM
142
ExodusPoint Capital Management
New York
– -$1.37M -145,982 Closed
Millennium Management
143
Millennium Management
New York
– -$1.29M -136,953 Closed
Jane Street
144
Jane Street
New York
– -$1.09M -116,278 Closed
WAM
145
Wolverine Asset Management
Illinois
– -$1M -106,658 Closed
Prudential Financial
146
Prudential Financial
New Jersey
– -$682K -72,657 Closed
Verition Fund Management
147
Verition Fund Management
Connecticut
– -$655K -69,752 Closed
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
– -$399K -42,492 Closed
CT
149
ClearAlpha Technologies
Connecticut
– -$299K -31,832 Closed
EGM
150
Engineers Gate Manager
New York
– -$296K -31,558 Closed
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