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Invesco Mortgage Capital
IVR

Overview Fund Activity

234 hedge funds and large institutions have $1.43B invested in Invesco Mortgage Capital in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 108 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
234
Holders Change
+23
Holders Change %
+10.9%
% of All Funds
5.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
47
Increased
108
Reduced
40
Closed
22
Calls
$1.08M
Puts
$959K
Net Calls
+$117K
Net Calls Change
+$1.21M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$53M
2
BlackRock
2
BlackRock
New York
$366M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$206M
4
UBS Group
4
UBS Group
Switzerland
$55.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$28.5M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$484K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$12.1M
3
Deutsche Bank
3
Deutsche Bank
Germany
$12.6M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
201
Regions Financial Corp
Alabama
$32K 2,000 – –
OWD
202
Osborn Williams & Donohoe
Ohio
$31K 1,900 +1,900 New
FIB
203
First Interstate Bank
Montana
$30K 1,915 – –
SIS
204
Sound Income Strategies
Florida
$26K 1,630 – –
JCM
205
Jacobi Capital Management
Pennsylvania
$17K 1,100 – –
WWM
206
Willingdon Wealth Management
North Carolina
$17K 1,100 +1,000 +1,000%
OIA
207
Optimum Investment Advisors
Illinois
$16K 1,000 – –
VCM
208
Versant Capital Management
Arizona
$16K 1,014 +862 +567%
FANJ
209
Financial Architects (New Jersey)
New Jersey
$16K 1,000 +1,000 New
CHP
210
Cable Hill Partners
Oregon
$16K 1,000 +1,000 New
AS
211
Altshuler Shaham
Israel
$16K 1,005 +1,005 New
FHB
212
First Hawaiian Bank
Hawaii
$14K 880 – –
IF
213
Ironwood Financial
Arizona
$13K 809 +21 +3%
SCM
214
Shelton Capital Management
Colorado
$11.2K 177 -11,025 -98%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$7.11K 450 – –
WAM
216
Wealthspire Advisors (Maryland)
Maryland
$7K 448 -24 -5%
CF
217
Centaurus Financial
California
$6.45K 102 +102 New
CAGAS
218
Capital Advisory Group Advisory Services
Minnesota
$6K 352 +352 New
APA
219
American Portfolios Advisors
New York
$4.39K 278 – –
QCIG
220
Quad-Cities Investment Group
Iowa
$4K 200 – –
SFSIG
221
San Francisco Sentry Investment Group
California
$4K 265 +265 New
TFS
222
TrustCore Financial Services
Tennessee
$3K 160 – –
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$3K 897 +110 +14%
HGWM
224
Harvest Group Wealth Management
Massachusetts
$3K 205 +205 New
IA
225
IFP Advisors
Florida
$2K 150 -6,219 -98%
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9
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