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Invesco Mortgage Capital
IVR

Overview Fund Activity

218 hedge funds and large institutions have $487M invested in Invesco Mortgage Capital in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 99 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+8
Holders Change %
+3.81%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
99
Reduced
58
Closed
25
Calls
$83.7M
Puts
$85.4M
Net Calls
-$1.64M
Net Calls Change
+$18.1M

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$20.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.26M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$91.7M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$4.58M
5
State Street
5
State Street
Massachusetts
$29M

Top Sellers

1
BPCM
1
Beach Point Capital Management
California
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.4M
3
CS
3
Credit Suisse
Switzerland
$630K
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.53M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$15K +$1.22K +43 +9%
DFCM
177
Dark Forest Capital Management
Puerto Rico
$12K +$12K +446 New
SWA
178
Sutton Wealth Advisors
Florida
$11.8K +$11.8K +426 New
LFG
179
Larson Financial Group
Missouri
$11K – – –
HI
180
Harbour Investments
Wisconsin
$10K -$5.81K -219 -37%
HCP
181
Hexagon Capital Partners
Arkansas
$10K -$885 -33 -8%
VI
182
Vestcor Inc
New Brunswick, Canada
$10K – – –
C
183
Covestor
United Kingdom
$9K +$9K +324 New
Macquarie Group
184
Macquarie Group
Australia
$7K – – –
VCM
185
Versant Capital Management
Arizona
$7K +$506 +18 +8%
HNWAG
186
High Net Worth Advisory Group
Florida
$6K +$6K +220 New
AA
187
AlphaMark Advisors
Kentucky
$5K +$2.76K +106 +123%
TWA
188
TCI Wealth Advisors
Arizona
$5K +$3.47K +134 +227%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +184 New
US Bancorp
190
US Bancorp
Minnesota
$4K +$153 +6 +4%
CSB
191
City State Bank
Iowa
$4K +$4K +130 New
IAG
192
Investmark Advisory Group
Connecticut
$4K +$4K +150 New
Koshinski Asset Management
193
Koshinski Asset Management
Illinois
$3.29K +$56 +2 +2%
HWA
194
Heritage Wealth Advisors
Virginia
$3K – – –
PFBT
195
Parkside Financial Bank & Trust
Missouri
$3K +$1.25K +52 +71%
APA
196
American Portfolios Advisors
New York
$2.69K +$55 +2 +2%
SWA
197
SOA Wealth Advisors
New York
$2K – – –
BWM
198
BerganKDV Wealth Management
Minnesota
$2K – – –
CWA
199
Core Wealth Advisors
Florida
$2K +$73 +2 +4%
QCG
200
Quadrant Capital Group
Ohio
$2K +$234 +9 +13%
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