IVR icon

Invesco Mortgage Capital
IVR

Overview Fund Activity

242 hedge funds and large institutions have $1.73B invested in Invesco Mortgage Capital in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 106 increasing their positions, 56 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+13
Holders Change %
+5.68%
% of All Funds
4.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
48
Increased
106
Reduced
56
Closed
29
Calls
$917K
Puts
$1.83M
Net Calls
-$911K
Net Calls Change
-$417K

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$27M
2
WG
Winton Group
United Kingdom
$23.5M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$26.6M
4
BlackRock
BlackRock
New York
$445M
5
First Trust Advisors
First Trust Advisors
Illinois
$10.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
SSA
Schonfeld Strategic Advisors
New York
$787K
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.2M
5
Millennium Management
Millennium Management
New York
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
176
United Capital Financial Advisors
Texas
$197K -$27.2K -163 -12%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$196K +$23.4K +140 +14%
BRWM
178
B. Riley Wealth Management
Tennessee
$195K +$195K +1,172 New
CA
179
Cetera Advisors
Colorado
$182K – – –
SBIA
180
Sheaff Brock Investment Advisors
Indiana
$182K +$11.6K +70 +7%
FRM
181
Fox Run Management
Connecticut
$174K +$174K +1,045 New
II
182
Inspire Investing
Idaho
$173K -$27.4K -164 -14%
FCBT
183
First Citizens Bank & Trust
North Carolina
$168K +$168K +1,009 New
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$163K – – –
AssetMark Inc
185
AssetMark Inc
California
$163K +$43.9K +263 +37%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$149K – – –
PA
187
Parallel Advisors
California
$146K +$142K +856 +3,891%
Macquarie Group
188
Macquarie Group
Australia
$133K +$44.9K +269 +51%
SIC
189
Samalin Investment Counsel
New York
$127K +$127K +766 New
NIT
190
NumerixS Investment Technologies
British Columbia, Canada
$122K -$16.7K -100 -12%
Acadian Asset Management
191
Acadian Asset Management
Massachusetts
$108K +$108K +649 New
BAM
192
Belpointe Asset Management
Nevada
$107K +$107K +640 New
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$97K -$1.66K -10 -2%
DekaBank Deutsche Girozentrale
194
DekaBank Deutsche Girozentrale
Germany
$91K -$409K -2,438 -82%
MOACM
195
Mutual of America Capital Management
New York
$84K -$3.99K -24 -5%
Simplex Trading
196
Simplex Trading
Illinois
$76K +$44.1K +265 +138%
GWM
197
Geneos Wealth Management
Colorado
$73K – – –
NFG
198
Next Financial Group
Texas
$66K +$29.3K +176 +80%
LIA
199
LS Investment Advisors
Michigan
$64K – – –
TRCT
200
Tower Research Capital (TRC)
New York
$64K +$62.2K +375 +3,409%
6 7
8
9 10