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Invesco Mortgage Capital
IVR

Overview Fund Activity

206 hedge funds and large institutions have $1.17B invested in Invesco Mortgage Capital in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
–
Holders Change %
0%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
72
Reduced
66
Closed
26
Calls
$807K
Puts
$914K
Net Calls
-$107K
Net Calls Change
+$78K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$12.6M
2
BlackRock
2
BlackRock
New York
$318M
3
EMG
3
Ellington Management Group
Connecticut
$3.83M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$4.65M
5
State Street
5
State Street
Massachusetts
$50.7M

Top Sellers

1
SCA
1
Secor Capital Advisors
New York
$0
2
Prudential Financial
2
Prudential Financial
New Jersey
$14.5M
3
WAM
3
Wolverine Asset Management
Illinois
$8.71M
4
CEP
4
Chicago Equity Partners
Illinois
$1.25M
5
MAM
5
Martingale Asset Management
Massachusetts
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Advantage Investment Management
Iowa
$164K +$51.8K +327 +46%
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$157K +$15.7K +99 +11%
AIP
153
Ameritas Investment Partners
Nebraska
$154K – – –
AG
154
Advisor Group
Arizona
$154K +$13.8K +87 +10%
NIT
155
NumerixS Investment Technologies
British Columbia, Canada
$146K -$135K -860 -48%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$114K +$9.81K +62 +9%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$105K +$2.37K +15 +2%
IA
158
IFP Advisors
Florida
$102K +$792 +5 +0.8%
CG
159
Cutler Group
California
$90K +$46.4K +294 +107%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$83K – – –
SWM
161
SeaCrest Wealth Management
New York
$81K +$39.4K +250 +95%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$79K +$11.9K +75 +18%
GWM
163
Geneos Wealth Management
Colorado
$75K +$1.56K +10 +2%
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$71K +$37.9K +239 +114%
SWP
165
Stratos Wealth Partners
Ohio
$61K +$61K +385 New
LIA
166
LS Investment Advisors
Michigan
$51K – – –
HCM
167
Hilton Capital Management
New York
$47K – – –
SWA
168
Sutton Wealth Advisors
Florida
$46.6K +$46.6K +295 New
MOACM
169
Mutual of America Capital Management
New York
$34K +$27.4K +171 +417%
RFC
170
Regions Financial Corp
Alabama
$32K – – –
WAS
171
WESPAC Advisors SoCal
California
$31K +$31K +200 New
FIB
172
First Interstate Bank
Montana
$30K – – –
SIS
173
Sound Income Strategies
Florida
$26K – – –
SF
174
Synovus Financial
Georgia
$25K +$25K +159 New
GCM
175
Gables Capital Management
Florida
$24K -$8K -50 -25%
5 6
7
8 9