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Invesco Mortgage Capital
IVR

Overview Fund Activity

223 hedge funds and large institutions have $1.51B invested in Invesco Mortgage Capital in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 51 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
-10
Holders Change %
-4.29%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
94
Reduced
51
Closed
36
Calls
$1.02M
Puts
$625K
Net Calls
+$390K
Net Calls Change
+$273K

Top Buyers

1
BlackRock
BlackRock
New York
$392M
2
Bank of America
Bank of America
North Carolina
$29.2M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$44.1M
4
Wells Fargo
Wells Fargo
California
$32.1M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
$12.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$27.2M
2
Citigroup
Citigroup
New York
$459K
3
UBS Group
UBS Group
Switzerland
$51.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$7.2M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$30.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AS
201
Altshuler Shaham
Israel
$16K -$323 -2 -2%
FANJ
202
Financial Architects (New Jersey)
New Jersey
$16K – – –
OIA
203
Optimum Investment Advisors
Illinois
$16K – – –
SWA
204
Sutton Wealth Advisors
Florida
$13.6K +$13.6K +84 New
IF
205
Ironwood Financial
Arizona
$13K +$313 +2 +2%
PCP
206
Proficio Capital Partners
Massachusetts
$11K +$10K +60 +1,000%
PFO
207
Pathstone Family Office
New Jersey
$8K +$8K +51 New
CAGAS
208
Capital Advisory Group Advisory Services
Minnesota
$6K – – –
CFA
209
Carroll Financial Associates
North Carolina
$5K +$5K +35 New
APA
210
American Portfolios Advisors
New York
$4.48K – – –
QCIG
211
Quad-Cities Investment Group
Iowa
$4K – – –
TFO
212
Tarbox Family Office
California
$4K +$4K +23 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
HGWM
214
Harvest Group Wealth Management
Massachusetts
$3K – – –
TFS
215
TrustCore Financial Services
Tennessee
$3K – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$2K – – –
SPIA
217
Steward Partners Investment Advisory
New York
$2K +$2K +13 New
BCA
218
Berman Capital Advisors
Georgia
$1K – – –
PCG
219
Private Capital Group
Connecticut
$1K – – –
GT
220
Glenmede Trust
Pennsylvania
$22 +$4 +26 +23%
WIM
221
Westside Investment Management
California
$4 +$4 +30 New
Nordea Investment Management
222
Nordea Investment Management
Sweden
– -$3.14M -19,871 Closed
RA
223
Rational Advisors
New York
– -$2.87M -18,139 Closed
TCM
224
Tuttle Capital Management
Connecticut
– -$2.87M -18,139 Closed
SFM
225
Systematic Financial Management
New Jersey
– -$1.3M -8,229 Closed
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