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Invesco Mortgage Capital
IVR

Overview Fund Activity

143 hedge funds and large institutions have $223M invested in Invesco Mortgage Capital in 2025 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 31 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
64
Reduced
31
Closed
30
Calls
$2.3M
Puts
$4.66M
Net Calls
-$2.36M
Net Calls Change
+$2.41M

Top Buyers

1
WAM
1
Wolverine Asset Management
Illinois
$7.56M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.8M
3
UBS AM
3
UBS AM
Illinois
$2.43M
4
State Street
4
State Street
Massachusetts
$10.6M
5
ZIM
5
Zacks Investment Management
Illinois
$1.61M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
JAM
2
Jupiter Asset Management
United Kingdom
$959K
3
Two Sigma Investments
3
Two Sigma Investments
New York
$4.8M
4
UBS Group
4
UBS Group
Switzerland
$4.48M
5
Barclays
5
Barclays
United Kingdom
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$51.9M +$155K +19,740 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$28.8M +$1.91M +243,423 +7%
Invesco
3
Invesco
Georgia
$17.8M -$733K -93,458 -4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$12.4M +$550K +70,151 +5%
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$11.2M +$1.06M +135,323 +10%
State Street
6
State Street
Massachusetts
$10.6M +$1.81M +230,927 +21%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$7.71M -$1.52M -193,600 -16%
WAM
8
Wolverine Asset Management
Illinois
$7.56M +$4.34M +553,495 +135%
Renaissance Technologies
9
Renaissance Technologies
New York
$5.42M -$357K -45,500 -6%
VanEck Associates
10
VanEck Associates
New York
$5.4M +$321K +40,941 +6%
Two Sigma Investments
11
Two Sigma Investments
New York
$4.8M -$2.77M -352,843 -37%
Northern Trust
12
Northern Trust
Illinois
$4.56M +$14.9K +1,902 +0.3%
UBS Group
13
UBS Group
Switzerland
$4.48M -$2.01M -256,628 -31%
Charles Schwab
14
Charles Schwab
California
$4.31M +$351K +44,784 +9%
SBH
15
Segall Bryant & Hamill
Illinois
$3.56M -$333K -42,449 -9%
Morgan Stanley
16
Morgan Stanley
New York
$2.85M -$1.17M -149,084 -29%
Ameriprise
17
Ameriprise
Minnesota
$2.64M +$1.16M +147,486 +78%
UBS AM
18
UBS AM
Illinois
$2.43M +$1.88M +239,301 +337%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.83M -$47.3K -6,030 -3%
Goldman Sachs
20
Goldman Sachs
New York
$1.69M -$1.2M -153,218 -42%
ZIM
21
Zacks Investment Management
Illinois
$1.61M +$1.61M +205,845 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.52M +$450K +57,365 +42%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.32M +$154K +19,592 +13%
Verition Fund Management
24
Verition Fund Management
Connecticut
$1.23M +$1.23M +157,442 New
QT
25
Quantbot Technologies
New York
$1.19M +$931K +118,810 +357%
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