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Invesco Mortgage Capital
IVR

Overview Fund Activity

187 hedge funds and large institutions have $567M invested in Invesco Mortgage Capital in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 98 increasing their positions, 35 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
3.29%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
27
Increased
98
Reduced
35
Closed
28
Calls
$90.6M
Puts
$133M
Net Calls
-$42.9M
Net Calls Change
-$40.7M

Top Buyers

1
BlackRock
BlackRock
New York
$171M
2
Vanguard Group
Vanguard Group
Pennsylvania
$94.4M
3
BPCM
Beach Point Capital Management
California
$20.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$12.9M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$9.23M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$3.87M
2
Norges Bank
Norges Bank
Norway
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
APG Asset Management
APG Asset Management
Netherlands
$0
5
Walleye Trading
Walleye Trading
New York
$595K
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
151
Bridgefront Capital
Texas
$51K +$51K +1,278 New
D.E. Shaw & Co
152
D.E. Shaw & Co
New York
$50K -$106K -2,662 -68%
LWM
153
Laidlaw Wealth Management
New York
$48K -$17.2K -427 -26%
MAM
154
Meeder Asset Management
Ohio
$47K +$3.19K +79 +7%
VI
155
Vestcor Inc
New Brunswick, Canada
$41K -$21.4K -537 -34%
TCA
156
Transcend Capital Advisors
New Jersey
$41K +$41K +1,012 New
MA
157
Montag & Associates
Georgia
$37K – – –
HI
158
Harbour Investments
Wisconsin
$30K +$30K +755 New
CG
159
Cutler Group
California
$26K +$20K +500 +333%
NFG
160
Next Financial Group
Texas
$22K +$7.32K +180 +50%
HCP
161
Hexagon Capital Partners
Arkansas
$16K -$6.46K -164 -29%
LFG
162
Larson Financial Group
Missouri
$16K – – –
IA
163
IFP Advisors
Florida
$16K +$13.2K +330 +471%
Toronto Dominion Bank
164
Toronto Dominion Bank
Ontario, Canada
$15K – – –
GWM
165
Geneos Wealth Management
Colorado
$14K +$2.44K +66 +21%
FPS
166
Fieldpoint Private Securities
Connecticut
$12K -$1.71K -44 -12%
Macquarie Group
167
Macquarie Group
Australia
$11K -$8.47K -204 -43%
US Bancorp
168
US Bancorp
Minnesota
$10K +$3.28K +84 +49%
VCM
169
Versant Capital Management
Arizona
$9K – – –
CI
170
CX Institutional
Indiana
$6K – – –
EI
171
Ellevest Inc
New York
$4K – – –
PWMG
172
Prestige Wealth Management Group
New Jersey
$4K +$4K +92 New
APA
173
American Portfolios Advisors
New York
$3.64K +$80 +2 +2%
PFBT
174
Parkside Financial Bank & Trust
Missouri
$3K – – –
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
5 6
7
8 9