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Invesco Mortgage Capital
IVR

Overview Fund Activity

206 hedge funds and large institutions have $1.17B invested in Invesco Mortgage Capital in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
–
Holders Change %
0%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
72
Reduced
66
Closed
26
Calls
$807K
Puts
$914K
Net Calls
-$107K
Net Calls Change
+$78K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$12.6M
2
BlackRock
2
BlackRock
New York
$318M
3
EMG
3
Ellington Management Group
Connecticut
$3.83M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$4.65M
5
State Street
5
State Street
Massachusetts
$50.7M

Top Sellers

1
SCA
1
Secor Capital Advisors
New York
$0
2
Prudential Financial
2
Prudential Financial
New Jersey
$14.5M
3
WAM
3
Wolverine Asset Management
Illinois
$8.71M
4
CEP
4
Chicago Equity Partners
Illinois
$1.25M
5
MAM
5
Martingale Asset Management
Massachusetts
$833K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
176
Financial Advocates Investment Management
Washington
$24K +$24K +150 New
WWM
177
Willingdon Wealth Management
North Carolina
$18K – – –
JCM
178
Jacobi Capital Management
Pennsylvania
$17K – – –
OIA
179
Optimum Investment Advisors
Illinois
$16K – – –
HNB
180
Huntington National Bank
Ohio
$16K +$16K +100 New
CPIG
181
Chicago Partners Investment Group
Illinois
$15K – – –
FHB
182
First Hawaiian Bank
Hawaii
$14K +$14K +88 New
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.82K -12 -13%
IF
184
Ironwood Financial
Arizona
$12K +$312 +2 +3%
CAG
185
Csenge Advisory Group
Florida
$12K +$12K +80 New
SPIA
186
Steward Partners Investment Advisory
New York
$11K +$4.93K +30 +81%
Loomis, Sayles & Company
187
Loomis, Sayles & Company
Massachusetts
$9K +$9K +56 New
Simplex Trading
188
Simplex Trading
Illinois
$9K +$9K +58 New
PCM
189
Prelude Capital Management
New York
$8K +$8K +50 New
KF
190
Krilogy Financial
Missouri
$8K +$8K +51 New
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$7.12K – – –
JA
192
JOYN Advisors
Georgia
$7K +$2.55K +16 +57%
TRCT
193
Tower Research Capital (TRC)
New York
$5K -$7.27K -48 -59%
WIM
194
Westside Investment Management
California
$4.68K – – –
APA
195
American Portfolios Advisors
New York
$4.4K +$4.4K +28 New
QCIG
196
Quad-Cities Investment Group
Iowa
$4K – – –
VCM
197
Versant Capital Management
Arizona
$3K -$12.5K -100 -81%
WAM
198
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
PA
199
Parallel Advisors
California
$3K – – –
SFM
200
Signet Financial Management
New Jersey
$3K – – –
6 7
8
9 10