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Invesco Mortgage Capital
IVR

Overview Fund Activity

230 hedge funds and large institutions have $374M invested in Invesco Mortgage Capital in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 110 increasing their positions, 54 reducing their positions, and 56 closing their positions.

Holders
230
Holders Change
-14
Holders Change %
-5.74%
% of All Funds
5.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
110
Reduced
54
Closed
56
Calls
$899K
Puts
$1.4M
Net Calls
-$502K
Net Calls Change
+$409K

Top Buyers

1
BlackRock
1
BlackRock
New York
$101M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$11.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$56.2M
4
State Street
4
State Street
Massachusetts
$20M
5
Ameriprise
5
Ameriprise
Minnesota
$8.34M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
2
UBS Group
2
UBS Group
Switzerland
$180K
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$2.66M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
176
WealthPLAN Partners
Nebraska
$29K 10,990 +10,990 New
Macquarie Group
177
Macquarie Group
Australia
$27K 7,968 – –
MOACM
178
Mutual of America Capital Management
New York
$24K 6,998 +1,952 +39%
VCM
179
Versant Capital Management
Arizona
$21K 6,284 +4,574 +267%
GWM
180
Geneos Wealth Management
Colorado
$20K 4,400 – –
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$19K 5,567 -275 -5%
CAN
182
Claraphi Advisory Network
United States
$17K 4,956 +4,956 New
NFG
183
Next Financial Group
Texas
$16K 4,725 +751 +19%
Schroder Investment Management Group
184
Schroder Investment Management Group
United Kingdom
$13K 5,553 -142,117 -96%
LIA
185
LS Investment Advisors
Michigan
$13K 3,835 – –
LFG
186
Larson Financial Group
Missouri
$12K 3,640 +3,640 New
TRCT
187
Tower Research Capital (TRC)
New York
$11K 3,185 -678 -18%
CWA
188
Carolina Wealth Advisors
South Carolina
$10K 2,801 +2,801 New
Federated Hermes
189
Federated Hermes
Pennsylvania
$9K 2,663 -368,292 -99%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$9K 3,534 -28,129 -89%
1W
191
1776 Wealth
Georgia
$8K 2,500 +2,500 New
CFGS
192
Concourse Financial Group Securities
Alabama
$7K 1,610 – –
AF
193
Advisornet Financial
Minnesota
$6K 1,647 +1 +0.1%
HS
194
Horan Securities
United States
$6K 1,845 +1,845 New
GRP
195
Global Retirement Partners
California
$5K 1,500 – –
1IA
196
1834 Investment Advisors
Wisconsin
$4K 1,057 -532 -33%
JCM
197
Jacobi Capital Management
Pennsylvania
$4K 1,100 – –
ASN
198
Advisory Services Network
Georgia
$4K 1,130 +439 +64%
APA
199
American Portfolios Advisors
New York
$3.64K 1,066 +650 +156%
OIA
200
Optimum Investment Advisors
Illinois
$3K 1,000 – –
6 7
8
9 10