IVR icon

Invesco Mortgage Capital
IVR

Overview Fund Activity

141 hedge funds and large institutions have $221M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 30 reducing their positions, and 30 closing their positions.

Holders
141
Holders Change
-5
Holders Change %
-3.42%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
30
Closed
30
Calls
$1.25M
Puts
$2.01M
Net Calls
-$760K
Net Calls Change
+$4.02M

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$7.56M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.8M
3
UBS AM
3
UBS AM
Illinois
$2.43M
4
State Street
4
State Street
Massachusetts
$10.6M
5
ZIM
5
Zacks Investment Management
Illinois
$1.61M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
JAM
2
Jupiter Asset Management
United Kingdom
$959K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.8M
4
UBS Group
4
UBS Group
Switzerland
$4.48M
5
Barclays
5
Barclays
United Kingdom
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
ET
151
Entropy Technologies
New York
– – -12,500 Closed
ECM
152
Evergreen Capital Management
Washington
– – -10,837 Closed
MCM
153
MAI Capital Management
Ohio
– – -5,750 Closed
Walleye Trading
154
Walleye Trading
New York
– – -4,111 Closed
PEAK6
155
PEAK6
Illinois
– – -1,837 Closed
US Bancorp
156
US Bancorp
Minnesota
– – -1,138 Closed
Barrow, Hanley, Mewhinney & Strauss
157
Barrow, Hanley, Mewhinney & Strauss
Texas
– – -1,063 Closed
MMCM
158
Murphy & Mullick Capital Management
New York
– – -1,044 Closed
CCM
159
Coldstream Capital Management
Washington
– – -909 Closed
AssetMark Inc
160
AssetMark Inc
California
– – -500 Closed
PS
161
Principal Securities
Iowa
– – -421 Closed
EWA
162
EverSource Wealth Advisors
Alabama
– – -357 Closed
HCP
163
Hexagon Capital Partners
Arkansas
– – -299 Closed
S
164
SignatureFD
Georgia
– – -291 Closed
QCG
165
Quadrant Capital Group
Ohio
– – -158 Closed
Amundi
166
Amundi
France
– – -148 Closed
SC
167
Stephens Consulting
Michigan
– – -45 Closed
TWD
168
True Wealth Design
Ohio
– – -7 Closed
LFG
169
Larson Financial Group
Missouri
– – -7 Closed
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
– – -4 Closed
Bessemer Group
171
Bessemer Group
New Jersey
$0 30 – –
3 4 5 6
7