IVR icon

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

Top Sellers

1
BPCM
Beach Point Capital Management
California
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$11.4M
3
CS
Credit Suisse
Switzerland
$630K
4
Citadel Advisors
Citadel Advisors
Florida
$3.53M
5
Morgan Stanley
Morgan Stanley
New York
$6.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
STCOSD
201
Sageworth Trust Company of South Dakota
South Dakota
$2K +$2K +58 New
Bessemer Group
202
Bessemer Group
New Jersey
$2K +$2K +67 New
BIA
203
Bell Investment Advisors
California
$1K -$3.77K -166 -79%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$2.27K -59 -69%
IHWM
205
Iron Horse Wealth Management
Iowa
$1K – – –
AF
206
Advisornet Financial
Minnesota
$1K – – –
NFSG
207
Newbridge Financial Services Group
Florida
$1K – – –
EWM
208
Edge Wealth Management
New York
$1K +$50 +1 +5%
PA
209
Parallel Advisors
California
$1K +$48 +1 +5%
Manulife (Manufacturers Life Insurance)
210
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$422 -$1 -25 -0.2%
VRS
211
Virginia Retirement Systems
Virginia
$213 +$213 +7,670 New
BPCM
212
Beach Point Capital Management
California
– -$9.92M -314,883 Closed
HW
213
Hancock Whitney
Mississippi
– -$242K -7,684 Closed
RFG
214
Range Financial Group
Oregon
– -$178K -5,655 Closed
VF
215
Virtu Financial
New York
– -$158K -5,018 Closed
HF
216
HRT Financial
New York
– -$118K -3,763 Closed
AG
217
Algert Global
California
– -$91K -2,886 Closed
WS
218
Wedbush Securities
California
– -$83K -2,643 Closed
Stifel Financial
219
Stifel Financial
Missouri
– -$76K -2,411 Closed
GCM
220
Ghisallo Capital Management
Massachusetts
– -$63K -2,000 Closed
PI
221
PEAK6 Investments
Illinois
– -$61K -1,930 Closed
GLA
222
Great Lakes Advisors
Illinois
– -$47K -1,481 Closed
CS
223
Capital Square
Tennessee
– -$46K -1,425 Closed
RP
224
Rice Partnership
Hawaii
– -$41K -1,300 Closed
LWM
225
Laidlaw Wealth Management
New York
– -$39K -1,225 Closed
6 7 8
9
10