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Invesco Mortgage Capital
IVR

Overview Fund Activity

146 hedge funds and large institutions have $237M invested in Invesco Mortgage Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
59
Reduced
34
Closed
16
Calls
$2.51M
Puts
$7.29M
Net Calls
-$4.78M
Net Calls Change
-$1.63M

Top Buyers

1
BlackRock
BlackRock
New York
$52M
2
JAM
Jupiter Asset Management
United Kingdom
$7M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$10.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$9.29M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.4M

Top Sellers

1
CM
CastleKnight Management
New York
$0
2
PCA
PL Capital Advisors
Florida
$789K
3
UBS Group
UBS Group
Switzerland
$6.53M
4
EH
EMG Holdings
Connecticut
$0
5
AWS
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
126
Cornerstone Planning Group
New Jersey
$1.68K -$1.16K -168 -41%
W
127
WealthCollab
Washington
$1.29K +$1.29K +164 New
QCG
128
Quadrant Capital Group
Ohio
$1.25K -$3.16K -400 -72%
Amundi
129
Amundi
France
$1.17K – – –
National Bank of Canada
130
National Bank of Canada
Quebec, Canada
$1.14K – – –
RIL
131
Rothschild Investment LLC
Illinois
$828 +$355 +45 +75%
CSB
132
City State Bank
Iowa
$789 – – –
AF
133
Allworth Financial
California
$679 +$566 +80 +500%
AIC
134
Archer Investment Corporation
Indiana
$630 +$32 +4 +5%
CIAM
135
Caitong International Asset Management
Hong Kong
$592 -$174 -22 -23%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$560 -$181 -23 -24%
HI
137
Harbour Investments
Wisconsin
$450 -$166 -21 -27%
SC
138
Stephens Consulting
Michigan
$356 +$356 +45 New
FFO
139
Fortitude Family Office
Arizona
$331 – – –
HIMS
140
Hager Investment Management Services
New Hampshire
$115 – – –
TWD
141
True Wealth Design
Ohio
$56 +$56 +7 New
LFG
142
Larson Financial Group
Missouri
$55 +$55 +7 New
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$32 -$3.17K -396 -99%
NA
144
NewEdge Advisors
Louisiana
$16 – – –
BIA
145
Bell Investment Advisors
California
$8 – – –
CM
146
CastleKnight Management
New York
– -$2.96M -367,818 Closed
EH
147
EMG Holdings
Connecticut
– -$1.21M -150,817 Closed
AWS
148
Atria Wealth Solutions
New York
– -$291K -36,175 Closed
VF
149
Virtu Financial
New York
– -$273K -33,906 Closed
SG Americas Securities
150
SG Americas Securities
New York
– -$196K -24,300 Closed
3 4 5
6
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