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Invesco Mortgage Capital
IVR

Overview Fund Activity

156 hedge funds and large institutions have $178M invested in Invesco Mortgage Capital in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+12
Holders Change %
+8.33%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
50
Reduced
48
Closed
27
Calls
$14.6M
Puts
$11.5M
Net Calls
+$3.08M
Net Calls Change
-$590K

Top Buyers

1
JAM
Jupiter Asset Management
United Kingdom
$8.69M
2
Two Sigma Investments
Two Sigma Investments
New York
$6.74M
3
HF
HRT Financial
New York
$4.12M
4
Morgan Stanley
Morgan Stanley
New York
$8.09M
5
CM
CastleKnight Management
New York
$2.75M

Top Sellers

1
BlackRock
BlackRock
New York
$41.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
$21.2M
3
State Street
State Street
Massachusetts
$9.15M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
5
PCA
PL Capital Advisors
Florida
$289K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
151
Advisornet Financial
Minnesota
$195 – – –
NA
152
NewEdge Advisors
Louisiana
$97 -$1.35K -153 -93%
PA
153
Pineridge Advisors
Missouri
$62 +$62 +7 New
BIA
154
Bell Investment Advisors
California
$9 -$117 -13 -93%
OLVIG
155
Oliver Lagore Vanvalin Investment Group
Michigan
$2 – – –
Hudson Bay Capital Management
156
Hudson Bay Capital Management
Connecticut
– -$4.35M -434,494 Closed
Principal Financial Group
157
Principal Financial Group
Iowa
– -$2.4M -239,808 Closed
Allianz Asset Management
158
Allianz Asset Management
Germany
– -$1M -100,000 Closed
D.E. Shaw & Co
159
D.E. Shaw & Co
New York
– -$777K -77,613 Closed
Victory Capital Management
160
Victory Capital Management
Texas
– -$663K -66,235 Closed
Public Sector Pension Investment Board (PSP Investments)
161
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$552K -55,101 Closed
New York State Teachers Retirement System (NYSTRS)
162
New York State Teachers Retirement System (NYSTRS)
New York
– -$460K -45,925 Closed
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$298K -29,804 Closed
SOADOR
164
State of Alaska Department of Revenue
Alaska
– -$277K -27,755 Closed
Natixis Advisors
165
Natixis Advisors
Massachusetts
– -$257K -25,651 Closed
LSERS
166
Louisiana State Employees Retirement System
Louisiana
– -$227K -22,700 Closed
Walleye Capital
167
Walleye Capital
New York
– -$222K -22,221 Closed
YCM
168
Yousif Capital Management
Michigan
– -$218K -21,738 Closed
Comerica Bank
169
Comerica Bank
Texas
– -$203K -20,247 Closed
MSRPS
170
Maryland State Retirement & Pension System
Maryland
– -$162K -16,226 Closed
NRD
171
Nebula Research & Development
New York
– -$146K -14,602 Closed
State of Wisconsin Investment Board
172
State of Wisconsin Investment Board
Wisconsin
– -$141K -14,068 Closed
OPERF
173
Oregon Public Employees Retirement Fund
Oregon
– -$133K -13,237 Closed
RFG
174
Range Financial Group
Oregon
– -$124K -12,407 Closed
IWM
175
IHT Wealth Management
Illinois
– -$114K -11,382 Closed
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