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Invesco Mortgage Capital
IVR

Overview Fund Activity

189 hedge funds and large institutions have $363M invested in Invesco Mortgage Capital in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 61 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+9
Holders Change %
+5%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
61
Reduced
69
Closed
19
Calls
$77.3M
Puts
$79.5M
Net Calls
-$2.17M
Net Calls Change
-$1.81M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$62.6M
2
Renaissance Technologies
Renaissance Technologies
New York
$11.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$20.4M
4
BPCM
Beach Point Capital Management
California
$5.71M
5
EE
EWG Elevate
California
$6.15M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Invesco
Invesco
Georgia
$797K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.61M
4
Group One Trading
Group One Trading
Illinois
$0
5
Goldman Sachs
Goldman Sachs
New York
$577K
Name Holding Trade Value Shares
Change 		Shares
Change %
N
151
Natixis
France
$33K +$33K +1,000 New
MA
152
Montag & Associates
Georgia
$32K +$32K +933 New
SAM
153
Shell Asset Management
Netherlands
$22K – – –
HCP
154
Hexagon Capital Partners
Arkansas
$19K -$1.03K -31 -5%
PHK
155
Point72 Hong Kong
Hong Kong
$17K -$111K -3,200 -87%
Macquarie Group
156
Macquarie Group
Australia
$16K – – –
LFG
157
Larson Financial Group
Missouri
$14K – – –
CM
158
Caption Management
Oklahoma
$13K -$344K -9,636 -96%
Toronto Dominion Bank
159
Toronto Dominion Bank
Ontario, Canada
$13K – – –
GWM
160
Geneos Wealth Management
Colorado
$12K -$6.58K -171 -35%
NFG
161
Next Financial Group
Texas
$12K – – –
FPS
162
Fieldpoint Private Securities
Connecticut
$12K +$12K +353 New
CWA
163
Carolina Wealth Advisors
South Carolina
$9K – – –
VCG
164
Vantage Consulting Group
Virginia
$9K +$9K +268 New
VCM
165
Versant Capital Management
Arizona
$7K +$1.39K +45 +25%
GRP
166
Global Retirement Partners
California
$6K – – –
US Bancorp
167
US Bancorp
Minnesota
$6K +$2.34K +67 +64%
CG
168
Cutler Group
California
$5K -$49.1K -1,474 -91%
CI
169
CX Institutional
Indiana
$5K – – –
1IA
170
1834 Investment Advisors
Wisconsin
$4K – – –
APA
171
American Portfolios Advisors
New York
$3.01K -$980 -29 -25%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PWPS
173
Pinnacle Wealth Planning Services
Ohio
$3K +$3K +79 New
EI
174
Ellevest Inc
New York
$3K +$3K +97 New
PCG
175
Private Capital Group
Connecticut
$2K -$2.93K -66 -59%
5 6
7
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