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Invesco Mortgage Capital
IVR

Overview Fund Activity

180 hedge funds and large institutions have $256M invested in Invesco Mortgage Capital in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-22
Holders Change %
-10.89%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
57
Reduced
74
Closed
45
Calls
$41.6M
Puts
$42M
Net Calls
-$353K
Net Calls Change
-$24.7M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.44M
2
Citadel Advisors
Citadel Advisors
Florida
$6.99M
3
BlackRock
BlackRock
New York
$84.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.53M
5
Group One Trading
Group One Trading
Illinois
$1.83M

Top Sellers

1
Invesco
Invesco
Georgia
$2.91M
2
Vanguard Group
Vanguard Group
Pennsylvania
$38.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
WG
Winton Group
United Kingdom
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
151
Shell Asset Management
Netherlands
$17K – – –
HCP
152
Hexagon Capital Partners
Arkansas
$16K +$16K +601 New
GWM
153
Geneos Wealth Management
Colorado
$13K +$1.16K +43 +10%
Macquarie Group
154
Macquarie Group
Australia
$13K +$2.16K +78 +20%
LFG
155
Larson Financial Group
Missouri
$11K – – –
Toronto Dominion Bank
156
Toronto Dominion Bank
Ontario, Canada
$10K -$91.4K -3,492 -90%
MAM
157
Meeder Asset Management
Ohio
$10K +$282 +10 +3%
NFG
158
Next Financial Group
Texas
$10K +$10K +361 New
GT
159
Glenmede Trust
Pennsylvania
$9K -$3.59K -144 -29%
CWA
160
Carolina Wealth Advisors
South Carolina
$7K -$1.05K -40 -13%
SFS
161
Sowell Financial Services
Arkansas
$5K – – –
VCM
162
Versant Capital Management
Arizona
$4K -$3.43K -155 -46%
GRP
163
Global Retirement Partners
California
$4K – – –
CI
164
CX Institutional
Indiana
$4K +$4K +149 New
APA
165
American Portfolios Advisors
New York
$3.2K +$299 +11 +10%
US Bancorp
166
US Bancorp
Minnesota
$3K -$6.29K -220 -68%
PCG
167
Private Capital Group
Connecticut
$3K -$703 -26 -19%
1IA
168
1834 Investment Advisors
Wisconsin
$3K – – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$3K +$2.73K +101 +1,010%
PFGIA
171
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
PFBT
172
Parkside Financial Bank & Trust
Missouri
$1K -$69 -2 -6%
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
$1K – – –
QCG
174
Quadrant Capital Group
Ohio
$1K – – –
BWM
175
BerganKDV Wealth Management
Minnesota
$1K – – –
5 6
7
8 9