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Invesco Mortgage Capital

144 hedge funds and large institutions have $223M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.3M
Puts
$4.66M
Net Calls
Net Calls Change

Top Sellers

1 -$15.4M
2 -$5.99M
3 -$2.77M
4
UBS Group
UBS Group
Switzerland
-$2.01M
5
Barclays
Barclays
United Kingdom
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
W
126
WealthCollab
Washington
$1.29K
C
127
Covestor
United Kingdom
$1K
PWA
128
Physician Wealth Advisors
Utah
$894
CPG
129
Cornerstone Planning Group
New Jersey
$802
CSB
130
City State Bank
Iowa
$784
PFBT
131
Parkside Financial Bank & Trust
Missouri
$471
AIC
132
Archer Investment Corporation
Indiana
$433
HI
133
Harbour Investments
Wisconsin
$368
FFO
134
Fortitude Family Office
Arizona
$329
CIAM
135
Caitong International Asset Management
Hong Kong
$306
Optiver Holding
136
Optiver Holding
Netherlands
$282
IA
137
IFP Advisors
Florida
$259
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$196
HIMS
139
Hager Investment Management Services
New Hampshire
$114
SPIA
140
Steward Partners Investment Advisory
New York
$39
NA
141
NewEdge Advisors
Louisiana
$16
BIA
142
Bell Investment Advisors
California
$8
HNB
143
Huntington National Bank
Ohio
$3
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
FGP
145
Freestone Grove Partners
California
Connor, Clark & Lunn Investment Management (CC&L)
146
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
PCA
147
PL Capital Advisors
Florida
CF
148
Corebridge Financial
Texas
Nomura Holdings
149
Nomura Holdings
Japan
DFCM
150
Dark Forest Capital Management
Puerto Rico