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Invesco Mortgage Capital
IVR

Overview Fund Activity

146 hedge funds and large institutions have $237M invested in Invesco Mortgage Capital in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+7
Holders Change %
+5.04%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
59
Reduced
34
Closed
16
Calls
$2.51M
Puts
$7.29M
Net Calls
-$4.78M
Net Calls Change
-$1.63M

Top Buyers

1
BlackRock
BlackRock
New York
$52M
2
JAM
Jupiter Asset Management
United Kingdom
$7M
3
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$10.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$9.29M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$15.4M

Top Sellers

1
CM
CastleKnight Management
New York
$0
2
PCA
PL Capital Advisors
Florida
$789K
3
UBS Group
UBS Group
Switzerland
$6.53M
4
EH
EMG Holdings
Connecticut
$0
5
AWS
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$52M +$8.14M +1,031,345 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$27.1M +$1.89M +239,579 +8%
Invesco
3
Invesco
Georgia
$18.6M +$303K +38,354 +2%
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$15.4M +$3.88M +492,133 +34%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$11.9M +$1.23M +155,253 +11%
Mirae Asset Global ETFs Holdings
6
Mirae Asset Global ETFs Holdings
Hong Kong
$10.2M +$6.16M +780,225 +151%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$9.29M +$4.87M +617,100 +110%
State Street
8
State Street
Massachusetts
$8.84M +$606K +76,864 +7%
Two Sigma Investments
9
Two Sigma Investments
New York
$7.62M +$361K +45,783 +5%
JAM
10
Jupiter Asset Management
United Kingdom
$7M +$7M +886,738 New
UBS Group
11
UBS Group
Switzerland
$6.53M -$2.15M -272,671 -25%
Renaissance Technologies
12
Renaissance Technologies
New York
$5.81M +$116K +14,700 +2%
VanEck Associates
13
VanEck Associates
New York
$5.12M +$54.6K +6,919 +1%
Northern Trust
14
Northern Trust
Illinois
$4.57M +$56.8K +7,193 +1%
Morgan Stanley
15
Morgan Stanley
New York
$4.04M +$82.7K +10,487 +2%
Charles Schwab
16
Charles Schwab
California
$3.98M +$248K +31,382 +7%
SBH
17
Segall Bryant & Hamill
Illinois
$3.92M -$31.6K -4,005 -0.8%
WAM
18
Wolverine Asset Management
Illinois
$3.24M +$3.24M +411,163 New
Goldman Sachs
19
Goldman Sachs
New York
$2.91M +$248K +31,410 +9%
Barclays
20
Barclays
United Kingdom
$2.61M +$932K +118,183 +56%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.89M +$943K +119,569 +100%
Ameriprise
22
Ameriprise
Minnesota
$1.49M +$1.36M +172,639 +1,036%
FGP
23
Freestone Grove Partners
California
$1.35M +$781K +98,924 +136%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.18M +$130K +16,440 +12%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.08M +$75.4K +9,557 +8%
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