Invesco Mortgage Capital
IVR
143 hedge funds and large institutions have $226M invested in Invesco Mortgage Capital in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 16 closing their positions.
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
14% more funds holding
Funds holding: 125 → 143 (+18)
7% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 43
2.04% less ownership
Funds ownership: 54.65% → 52.61% (-2%)
8% less capital invested
Capital invested by funds: $246M → $226M (-$19.5M)
13% less call options, than puts
Call options by funds: $18.3M | Put options by funds: $21.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$8.46M |
| 2 |
Renaissance Technologies
New York
|
+$6.18M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.24M |
| 4 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$3.22M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$7.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.06M |
| 3 |
D.E. Shaw & Co
New York
|
-$2M |
| 4 |
Two Sigma Investments
New York
|
-$1.88M |
| 5 |
Walleye Trading
New York
|
-$1.84M |
IVR Hedge Fund Activity: Q1 2023 in Review
143 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Mortgage Capital (IVR) for Q1 2023, worth a combined $226M — down 8% from $246M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IVR positions and 16 closed out — a net gain of 20 holders — while 40 added to existing stakes and 43 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $8.46M. The largest seller was Mirae Asset Global Investments, cutting an estimated $7.46M.
- 143 institutional investors held Invesco Mortgage Capital (IVR) as of Q1 2023, up from 125 in Q4 2022.
- Funds reported $226M of Invesco Mortgage Capital stock for Q1 2023, down 8% quarter-over-quarter.
- 36 funds opened new Invesco Mortgage Capital positions in Q1 2023 and 16 closed out, a net change of +20 holders.
- The largest Invesco Mortgage Capital buyer in Q1 2023 was Marshall Wace, an estimated $8.46M added.
- The largest Invesco Mortgage Capital seller in Q1 2023 was Mirae Asset Global Investments, an estimated $7.46M sold.
Based on aggregated 13F filings for Q1 2023.