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Invesco Mortgage Capital
IVR

Overview Fund Activity

143 hedge funds and large institutions have $223M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
31
Closed
30
Calls
$2.3M
Puts
$4.66M
Net Calls
-$2.36M
Net Calls Change
+$2.41M

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$7.56M
2
Vanguard Group
Vanguard Group
Pennsylvania
$28.8M
3
UBS AM
UBS AM
Illinois
$2.43M
4
State Street
State Street
Massachusetts
$10.6M
5
ZIM
Zacks Investment Management
Illinois
$1.61M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
JAM
Jupiter Asset Management
United Kingdom
$959K
3
Two Sigma Investments
Two Sigma Investments
New York
$4.8M
4
UBS Group
UBS Group
Switzerland
$4.48M
5
Barclays
Barclays
United Kingdom
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
151
CIBC World Markets
New York
– -$107K -13,575 Closed
SOW
152
State of Wyoming
Wyoming
– -$103K -13,079 Closed
ET
153
Entropy Technologies
New York
– -$98.6K -12,500 Closed
ECM
154
Evergreen Capital Management
Washington
– -$85.5K -10,837 Closed
MCM
155
MAI Capital Management
Ohio
– -$45.4K -5,750 Closed
Walleye Trading
156
Walleye Trading
New York
– -$32.4K -4,111 Closed
PEAK6
157
PEAK6
Illinois
– -$14.5K -1,837 Closed
US Bancorp
158
US Bancorp
Minnesota
– -$8.98K -1,138 Closed
Barrow, Hanley, Mewhinney & Strauss
159
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$8.39K -1,063 Closed
MMCM
160
Murphy & Mullick Capital Management
New York
– -$8.24K -1,044 Closed
CCM
161
Coldstream Capital Management
Washington
– -$7.17K -909 Closed
AssetMark Inc
162
AssetMark Inc
California
– -$3.95K -500 Closed
PS
163
Principal Securities
Iowa
– -$3.39K -421 Closed
EWA
164
EverSource Wealth Advisors
Alabama
– -$2.82K -357 Closed
HCP
165
Hexagon Capital Partners
Arkansas
– -$2.36K -299 Closed
S
166
SignatureFD
Georgia
– -$2.3K -291 Closed
QCG
167
Quadrant Capital Group
Ohio
– -$1.25K -158 Closed
Amundi
168
Amundi
France
– -$1.17K -148 Closed
SC
169
Stephens Consulting
Michigan
– -$356 -45 Closed
LFG
170
Larson Financial Group
Missouri
– -$55 -7 Closed
TWD
171
True Wealth Design
Ohio
– -$56 -7 Closed
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
– -$32 -4 Closed
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