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Invesco Mortgage Capital
IVR

Overview Fund Activity

211 hedge funds and large institutions have $1.39B invested in Invesco Mortgage Capital in 2017 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 77 increasing their positions, 45 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+21
Holders Change %
+11.05%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
60
Increased
77
Reduced
45
Closed
38
Calls
$2.49M
Puts
$939K
Net Calls
+$1.55M
Net Calls Change
+$2.67M

Top Buyers

1
BlackRock
BlackRock
New York
$314M
2
Principal Financial Group
Principal Financial Group
Iowa
$17.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$180M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$27.4M
5
Ameriprise
Ameriprise
Minnesota
$31M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Citadel Advisors
Citadel Advisors
Florida
$4.49M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13.4M
4
UBS Group
UBS Group
Switzerland
$40.1M
5
Deutsche Bank
Deutsche Bank
Germany
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
151
Global Endowment Management
North Carolina
$357K – – –
RJFSA
152
Raymond James Financial Services Advisors
Florida
$356K +$55.7K +312 +19%
Mackenzie Financial
153
Mackenzie Financial
Ontario, Canada
$344K – – –
CFMC
154
Curbstone Financial Management Corp
New Hampshire
$327K -$309K -1,735 -49%
RJA
155
Raymond James & Associates
Florida
$325K +$8.55K +48 +3%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$306K +$14.3K +80 +5%
Parallax Volatility Advisers
157
Parallax Volatility Advisers
California
$306K +$306K +1,718 New
M&T Bank
158
M&T Bank
New York
$297K +$44.2K +247 +17%
AB
159
Amalgamated Bank
New York
$289K +$39.6K +222 +16%
IA
160
IFP Advisors
Florida
$258K -$23K -129 -8%
US Bancorp
161
US Bancorp
Minnesota
$257K -$1.78K -10 -0.7%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$256K – – –
CIBC Asset Management
163
CIBC Asset Management
Ontario, Canada
$256K +$256K +1,438 New
RQS
164
Ramsey Quantitative Systems
Kentucky
$251K +$251K +1,408 New
XK
165
Xact Kapitalforvaltning
Sweden
$248K +$248K +1,388 New
MIFH
166
Migdal Insurance & Financial Holdings
Israel
$207K -$15K -84 -7%
FAAS
167
First Allied Advisory Services
California
$203K +$203K +1,132 New
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$201K -$1.61K -9 -0.8%
Schroder Investment Management Group
169
Schroder Investment Management Group
United Kingdom
$177K +$177K +993 New
AIP
170
Ameritas Investment Partners
Nebraska
$173K – – –
Ohio Public Employees Retirement System (OPERS)
171
Ohio Public Employees Retirement System (OPERS)
Ohio
$157K -$3.21K -18 -2%
SOAMC
172
Spirit of America Management Corp
New York
$125K – – –
Nisa Investment Advisors
173
Nisa Investment Advisors
Missouri
$107K – – –
PG
174
Patten Group
Tennessee
$107K – – –
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$94K +$42.5K +239 +83%
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7
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