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Invesco Mortgage Capital
IVR

Overview Fund Activity

202 hedge funds and large institutions have $383M invested in Invesco Mortgage Capital in 2020 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 60 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-27
Holders Change %
-11.79%
% of All Funds
4.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
101
Reduced
60
Closed
58
Calls
$50.8M
Puts
$26.5M
Net Calls
+$24.4M
Net Calls Change
+$24.9M

Top Buyers

1
Invesco
Invesco
Georgia
$25.9M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$65.9M
4
State Street
State Street
Massachusetts
$24.6M
5
CS
Credit Suisse
Switzerland
$3.6M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
4
LSV Asset Management
LSV Asset Management
Illinois
$8.3M
5
Wells Fargo
Wells Fargo
California
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
176
Global Retirement Partners
California
$6K +$545 +15 +10%
CFFP
177
Center for Financial Planning
Michigan
$6K +$6K +172 New
SWA
178
Sutton Wealth Advisors
Florida
$5.52K +$2.39K +64 +76%
PCG
179
Private Capital Group
Connecticut
$5K +$2.85K +78 +132%
1IA
180
1834 Investment Advisors
Wisconsin
$4K +$345 +10 +9%
JPLA
181
Joseph P. Lucia & Associates
New York
$4K +$4K +100 New
APA
182
American Portfolios Advisors
New York
$3.99K – – –
CFGS
183
Concourse Financial Group Securities
Alabama
$3K -$4.92K -100 -62%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
S
185
SignatureFD
Georgia
$3K +$2.46K +55 +458%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$951 -29 -32%
Rockefeller Capital Management
187
Rockefeller Capital Management
New York
$2K +$203 +6 +11%
PA
188
Parallel Advisors
California
$2K +$2K +54 New
BWM
189
BerganKDV Wealth Management
Minnesota
$2K +$2K +55 New
PCM
190
Prelude Capital Management
New York
$2K +$2K +59 New
QCG
191
Quadrant Capital Group
Ohio
$1K -$1K -21 -50%
SPIA
192
Steward Partners Investment Advisory
New York
$1K -$889 -16 -47%
TFO
193
Tarbox Family Office
California
$1K -$1K -14 -50%
PFBT
194
Parkside Financial Bank & Trust
Missouri
$1K -$65 -2 -6%
PA
195
Procyon Advisors
Connecticut
$1K +$1K +21 New
AWA
196
Arkadios Wealth Advisors
Georgia
$979 +$95 +3 +11%
KFS
197
Kelly Financial Services
Massachusetts
$703 +$74 +2 +12%
PIMG
198
Patriot Investment Management Group
Tennessee
$290 +$290 +8 New
RCAMU
199
Rothschild & Co Asset Management US
Connecticut
– -$7.1M -208,221 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
– -$5.59M -164,003 Closed
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