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Invesco Mortgage Capital
IVR

Overview Fund Activity

210 hedge funds and large institutions have $526M invested in Invesco Mortgage Capital in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+8
Holders Change %
+3.96%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
92
Reduced
60
Closed
19
Calls
$87.7M
Puts
$107M
Net Calls
-$19.8M
Net Calls Change
-$6.77M

Top Buyers

1
BlackRock
BlackRock
New York
$164M
2
BPCM
Beach Point Capital Management
California
$9.92M
3
Citadel Advisors
Citadel Advisors
Florida
$8.26M
4
UBS Group
UBS Group
Switzerland
$5.16M
5
Citigroup
Citigroup
New York
$4.71M

Top Sellers

1
EE
EWG Elevate
California
$126K
2
CCP
Cunning Capital Partners
North Carolina
$0
3
GCM
Ghisallo Capital Management
Massachusetts
$63K
4
PCM
Pinz Capital Management
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
176
Vestcor Inc
New Brunswick, Canada
$12K – – –
Macquarie Group
177
Macquarie Group
Australia
$8K – – –
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.94K +250 +12,500%
VCM
179
Versant Capital Management
Arizona
$7K +$758 +25 +12%
BIA
180
Bell Investment Advisors
California
$7K +$7K +210 New
US Bancorp
181
US Bancorp
Minnesota
$4K +$265 +10 +7%
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$3.67K +$3.67K +116 New
SWA
183
SOA Wealth Advisors
New York
$3K – – –
PFGIA
184
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$529 +15 +21%
BCA
185
Berman Capital Advisors
Georgia
$3K +$1.5K +56 +100%
AA
186
AlphaMark Advisors
Kentucky
$3K +$3K +86 New
APA
187
American Portfolios Advisors
New York
$2.98K -$564 -18 -16%
HWA
188
Heritage Wealth Advisors
Virginia
$2.84K +$2.84K +90 New
QCG
189
Quadrant Capital Group
Ohio
$2K -$5.88K -200 -75%
PFBT
190
Parkside Financial Bank & Trust
Missouri
$2K -$219 -8 -10%
TWA
191
TCI Wealth Advisors
Arizona
$2K -$102 -3 -5%
ST
192
Sageworth Trust
Pennsylvania
$2K – – –
BWM
193
BerganKDV Wealth Management
Minnesota
$2K – – –
CWA
194
Core Wealth Advisors
Florida
$2K +$755 +20 +61%
PCG
195
Private Capital Group
Connecticut
$2K +$1.26K +46 +170%
IHWM
196
Iron Horse Wealth Management
Iowa
$1K -$9.52K -276 -90%
PA
197
Parallel Advisors
California
$1K -$1.3K -26 -57%
AWA
198
Arkadios Wealth Advisors
Georgia
$1K – – –
AF
199
Advisornet Financial
Minnesota
$1K – – –
EWM
200
Edge Wealth Management
New York
$1K – – –
5 6 7
8
9