Invesco Mortgage Capital
IVR
146 hedge funds and large institutions have $237M invested in Invesco Mortgage Capital in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 16 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 34
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
15% more capital invested
Capital invested by funds: $206M → $237M (+$30.8M)
5% more funds holding
Funds holding: 139 → 146 (+7)
3.93% more ownership
Funds ownership: 42.08% → 46.01% (+3.9%)
66% less call options, than puts
Call options by funds: $2.51M | Put options by funds: $7.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.69M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$7.48M |
| 3 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$6.58M |
| 4 |
Two Sigma Advisers
New York
|
+$5.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$4.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
CastleKnight Management
New York
|
-$2.96M |
| 2 |
PCA
PL Capital Advisors
Naples,
Florida
|
-$2.53M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.3M |
| 4 |
EH
EMG Holdings
Old Greenwich,
Connecticut
|
-$1.21M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$291K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Mariner
Overland Park,
Kansas
| – | -$159K | -19,764 | Closed |
|
152
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$121K | -15,000 | Closed |
|
|
KAS
153
KPP Advisory Services
Louisville,
Kentucky
| – | -$106K | -13,213 | Closed |
|
|
BC
154
Bridgefront Capital
Austin,
Texas
| – | -$103K | -12,783 | Closed |
|
|
XT
155
XTX Topco
George Town,
Cayman Islands
| – | -$96.1K | -11,944 | Closed |
|
|
BTI
156
Blue Trust Inc
Alpharetta,
Georgia
| – | -$14.8K | -1,840 | Closed |
|
|
AAP
157
Arax Advisory Partners
Denver,
Colorado
| – | -$2.85K | -354 | Closed |
|
|
CW
158
Curio Wealth
Annapolis,
Maryland
| – | -$2.42K | -300 | Closed |
|
|
LFA
159
LGT Financial Advisors
Dallas,
Texas
| – | -$2.42K | -300 | Closed |
|
|
SWA
160
SOA Wealth Advisors
New York
| – | -$805 | -100 | Closed |
|
|
ANBT
161
American National Bank & Trust
Wichita Falls,
Texas
| – | -$435 | -54 | Closed |
|
162
Bessemer Group
Woodbridge,
New Jersey
| – | +$253 | +30 | New |
|
IVR Hedge Fund Activity: Q1 2025 in Review
146 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q1 2025, worth a combined $237M — up 15% from $206M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IVR positions and 16 closed out — a net gain of 8 holders — while 60 added to existing stakes and 34 trimmed.
The largest buyer was BlackRock, adding an estimated $8.69M. The largest seller was CastleKnight Management, exiting entirely with an estimated $2.96M sold.
- 146 institutional investors held Invesco Mortgage Capital (IVR) as of Q1 2025, up from 139 in Q4 2024.
- Funds reported $237M of Invesco Mortgage Capital stock for Q1 2025, up 15% quarter-over-quarter.
- 24 funds opened new Invesco Mortgage Capital positions in Q1 2025 and 16 closed out, a net change of +8 holders.
- The largest Invesco Mortgage Capital buyer in Q1 2025 was BlackRock, an estimated $8.69M added.
- The largest Invesco Mortgage Capital seller in Q1 2025 was CastleKnight Management, an estimated $2.96M sold.
Based on aggregated 13F filings for Q1 2025.