IVR icon

Invesco Mortgage Capital
IVR

Overview Fund Activity

202 hedge funds and large institutions have $627M invested in Invesco Mortgage Capital in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 86 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
41
Increased
86
Reduced
47
Closed
26
Calls
$120M
Puts
$133M
Net Calls
-$13M
Net Calls Change
+$29.9M

Top Buyers

1
BlackRock
BlackRock
New York
$192M
2
Vanguard Group
Vanguard Group
Pennsylvania
$116M
3
Two Sigma Investments
Two Sigma Investments
New York
$23.9M
4
Morgan Stanley
Morgan Stanley
New York
$14.4M
5
State Street
State Street
Massachusetts
$32.7M

Top Sellers

1
BPCM
Beach Point Capital Management
California
$5.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$16.8M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Citadel Advisors
Citadel Advisors
Florida
$5.7M
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$5K -$4.08K -115 -45%
APA
177
American Portfolios Advisors
New York
$4.41K +$858 +22 +24%
PWMG
178
Prestige Wealth Management Group
New Jersey
$4K – – –
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
PFBT
180
Parkside Financial Bank & Trust
Missouri
$3K +$296 +8 +11%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +70 New
ST
182
Sageworth Trust
Pennsylvania
$3K +$3K +76 New
Fidelity Investments
183
Fidelity Investments
Massachusetts
$3K +$2.93K +88 +4,400%
SWA
184
SOA Wealth Advisors
New York
$3K +$3K +100 New
NFSG
185
Newbridge Financial Services Group
Florida
$2K – – –
BWM
186
BerganKDV Wealth Management
Minnesota
$2K – – –
PA
187
Parallel Advisors
California
$2K +$2K +46 New
AWA
188
Arkadios Wealth Advisors
Georgia
$2K +$2K +55 New
BCA
189
Berman Capital Advisors
Georgia
$2K +$2K +56 New
TWA
190
TCI Wealth Advisors
Arizona
$2K +$2K +62 New
PCG
191
Private Capital Group
Connecticut
$1K -$259 -7 -21%
EWM
192
Edge Wealth Management
New York
$1K +$53 +1 +6%
S
193
SignatureFD
Georgia
$1K +$1K +13 New
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +14 New
AF
195
Advisornet Financial
Minnesota
$1K +$1K +23 New
CWA
196
Core Wealth Advisors
Florida
$1K +$1K +33 New
DFCM
197
Dark Forest Capital Management
Puerto Rico
$1K +$1K +33 New
AIG
198
American International Group
New York
$641 +$38 +967 +6%
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$429 -$10 -244 -2%
Arrowstreet Capital
200
Arrowstreet Capital
Massachusetts
– -$6.1M -152,006 Closed
5 6 7
8
9