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Invesco Mortgage Capital
IVR

Overview Fund Activity

229 hedge funds and large institutions have $1.52B invested in Invesco Mortgage Capital in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+6
Holders Change %
+2.69%
% of All Funds
5.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
110
Reduced
53
Closed
22
Calls
$1.19M
Puts
$1.68M
Net Calls
-$494K
Net Calls Change
-$884K

Top Buyers

1
BlackRock
BlackRock
New York
$400M
2
Vanguard Group
Vanguard Group
Pennsylvania
$225M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22M
4
SSA
Schonfeld Strategic Advisors
New York
$11.2M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$10.4M
2
Bank of America
Bank of America
North Carolina
$19.6M
3
Deutsche Bank
Deutsche Bank
Germany
$1.95M
4
Two Sigma Investments
Two Sigma Investments
New York
$6.73M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
201
Versant Capital Management
Arizona
$21K +$1.78K +12 +9%
WWM
202
Willingdon Wealth Management
North Carolina
$17K – – –
JCM
203
Jacobi Capital Management
Pennsylvania
$17K – – –
CFGS
204
Concourse Financial Group Securities
Alabama
$15K -$67.4K -427 -82%
OIA
205
Optimum Investment Advisors
Illinois
$15K – – –
FANJ
206
Financial Architects (New Jersey)
New Jersey
$15K – – –
IF
207
Ironwood Financial
Arizona
$13K +$306 +2 +2%
SWA
208
Sutton Wealth Advisors
Florida
$12.9K – – –
AIC
209
Ameritas Investment Company
Nebraska
$12K +$12K +77 New
PCG
210
Private Capital Group
Connecticut
$6K +$4.97K +29 +483%
SPIA
211
Steward Partners Investment Advisory
New York
$6K +$4.19K +30 +231%
CFA
212
Carroll Financial Associates
North Carolina
$5K – – –
CAGAS
213
Capital Advisory Group Advisory Services
Minnesota
$5K – – –
APA
214
American Portfolios Advisors
New York
$4.26K – – –
QCIG
215
Quad-Cities Investment Group
Iowa
$4K – – –
PA
216
Parallel Advisors
California
$3K -$45.1K -331 -94%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
IA
218
IFP Advisors
Florida
$3K +$3K +20 New
KFS
219
Kelly Financial Services
Massachusetts
$2.45K +$2.45K +16 New
HGWM
220
Harvest Group Wealth Management
Massachusetts
$2K -$1K -7 -33%
PFBT
221
Parkside Financial Bank & Trust
Missouri
$2K – – –
TFS
222
TrustCore Financial Services
Tennessee
$2K – – –
S
223
SignatureFD
Georgia
$2K +$2K +10 New
TRCT
224
Tower Research Capital (TRC)
New York
$2K +$2K +11 New
EW
225
Evoke Wealth
California
$1.49K +$1.49K +9 New
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