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Invesco Mortgage Capital
IVR

Overview Fund Activity

180 hedge funds and large institutions have $256M invested in Invesco Mortgage Capital in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-22
Holders Change %
-10.89%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
57
Reduced
74
Closed
45
Calls
$41.6M
Puts
$42M
Net Calls
-$353K
Net Calls Change
-$24.7M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$8.44M
2
Citadel Advisors
Citadel Advisors
Florida
$6.99M
3
BlackRock
BlackRock
New York
$84.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.53M
5
Group One Trading
Group One Trading
Illinois
$1.83M

Top Sellers

1
Invesco
Invesco
Georgia
$2.91M
2
Vanguard Group
Vanguard Group
Pennsylvania
$38.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
4
WG
Winton Group
United Kingdom
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
201
KeyBank National Association
Ohio
– -$47K -1,265 Closed
MSL
202
Mackay Shields LLC
New York
– -$47K -1,260 Closed
MAM
203
Martingale Asset Management
Massachusetts
– -$45K -1,180 Closed
MA
204
Mutual Advisors
Nebraska
– -$42K -1,123 Closed
Millennium Management
205
Millennium Management
New York
– -$41K -1,105 Closed
AWM
206
Apollon Wealth Management
South Carolina
– -$32K -845 Closed
CAM
207
ClariVest Asset Management
California
– -$17K -454 Closed
AssetMark Inc
208
AssetMark Inc
California
– -$16K -441 Closed
OPS
209
Orion Portfolio Solutions
Nebraska
– -$15K -395 Closed
LIA
210
LS Investment Advisors
Michigan
– -$14K -384 Closed
PAG
211
Private Advisor Group
New Jersey
– -$13K -352 Closed
CFFP
212
Center for Financial Planning
Michigan
– -$6K -172 Closed
SWA
213
Sutton Wealth Advisors
Florida
– -$5.52K -148 Closed
JPLA
214
Joseph P. Lucia & Associates
New York
– -$4K -100 Closed
S
215
SignatureFD
Georgia
– -$3K -67 Closed
CFGS
216
Concourse Financial Group Securities
Alabama
– -$3K -61 Closed
PCM
217
Prelude Capital Management
New York
– -$2K -59 Closed
PA
218
Procyon Advisors
Connecticut
– -$1K -21 Closed
KFS
219
Kelly Financial Services
Massachusetts
– -$703 -19 Closed
TFO
220
Tarbox Family Office
California
– -$1K -14 Closed
PIMG
221
Patriot Investment Management Group
Tennessee
– -$290 -8 Closed
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