Invesco Mortgage Capital
IVR
145 hedge funds and large institutions have $223M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 30 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 31
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
1% less funds holding
Funds holding: 146 → 145 (-1)
2.87% less ownership
Funds ownership: 46.01% → 43.14% (-2.9%)
6% less capital invested
Capital invested by funds: $237M → $223M (-$13.9M)
51% less call options, than puts
Call options by funds: $2.3M | Put options by funds: $4.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$4.08M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.79M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$1.76M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.7M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.4M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$5.63M |
| 3 |
Two Sigma Investments
New York
|
-$2.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.89M |
| 5 |
Barclays
London,
United Kingdom
|
-$1.47M |
IVR Hedge Fund Activity: Q2 2025 in Review
145 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q2 2025, worth a combined $223M — down 5.9% from $237M a quarter earlier.
Fund positioning in IVR was balanced in Q2 2025: 30 funds opened new positions, 30 closed out, 64 added to existing stakes and 31 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $4.08M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $15.4M sold.
- 145 institutional investors held Invesco Mortgage Capital (IVR) as of Q2 2025, down from 146 in Q1 2025.
- Funds reported $223M of Invesco Mortgage Capital stock for Q2 2025, down 5.9% quarter-over-quarter.
- 30 funds opened new Invesco Mortgage Capital positions in Q2 2025 and 30 closed out, a net change of 0 holders.
- The largest Invesco Mortgage Capital buyer in Q2 2025 was Wolverine Asset Management, an estimated $4.08M added.
- The largest Invesco Mortgage Capital seller in Q2 2025 was Balyasny Asset Management, an estimated $15.4M sold.
Based on aggregated 13F filings for Q2 2025.