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Invesco Mortgage Capital
IVR

Overview Fund Activity

210 hedge funds and large institutions have $1.09B invested in Invesco Mortgage Capital in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 76 increasing their positions, 60 reducing their positions, and 34 closing their positions.

Holders
210
Holders Change
+4
Holders Change %
+1.94%
% of All Funds
4.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
39
Increased
76
Reduced
60
Closed
34
Calls
$1.53M
Puts
$2.62M
Net Calls
-$1.09M
Net Calls Change
-$982K

Top Buyers

1
Invesco
1
Invesco
Georgia
$27.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$11.4M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$8.17M
4
BlackRock
4
BlackRock
New York
$298M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$164M

Top Sellers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$27.6M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
UBS Group
3
UBS Group
Switzerland
$28.8M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$0
5
Ameriprise
5
Ameriprise
Minnesota
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
Sutton Wealth Advisors
Florida
$42.6K – – –
MOACM
177
Mutual of America Capital Management
New York
$40K +$9.5K +66 +31%
SWM
178
SeaCrest Wealth Management
New York
$38K -$36K -250 -49%
NFG
179
Next Financial Group
Texas
$32K +$32K +221 New
SF
180
Synovus Financial
Georgia
$30K +$6.96K +48 +30%
RFC
181
Regions Financial Corp
Alabama
$29K – – –
FIB
182
First Interstate Bank
Montana
$28K – – –
SIS
183
Sound Income Strategies
Florida
$24K – – –
NIT
184
NumerixS Investment Technologies
British Columbia, Canada
$18K -$122K -810 -87%
JCM
185
Jacobi Capital Management
Pennsylvania
$16K – – –
OIA
186
Optimum Investment Advisors
Illinois
$14K – – –
CFGS
187
Concourse Financial Group Securities
Alabama
$14K +$14K +100 New
FHB
188
First Hawaiian Bank
Hawaii
$13K – – –
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
IF
190
Ironwood Financial
Arizona
$11K +$278 +2 +3%
JA
191
JOYN Advisors
Georgia
$8K +$1.36K +9 +20%
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$7K +$4.47K +30 +176%
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$6.52K – – –
WIM
194
Westside Investment Management
California
$4.34K – – –
APA
195
American Portfolios Advisors
New York
$4.03K – – –
ER
196
Enlightenment Research
Florida
$4K +$4K +30 New
PA
197
Parallel Advisors
California
$3K – – –
MOS
198
MGO One Seven
Ohio
$3K +$3K +26 New
VCM
199
Versant Capital Management
Arizona
$2K -$1.2K -9 -38%
QCIG
200
Quad-Cities Investment Group
Iowa
$2K – – –
6 7
8
9 10