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Invesco Mortgage Capital (IVR) Institutional Ownership

Invesco Mortgage Capital logo
$8.37 +0.12 (+1.45%)
(As of 12/20/2024 05:40 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco Mortgage Capital (NYSE:IVR)

Current
Institutional Ownership
Percentage
40.54%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$20.25M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$13.73M
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IVR Institutional Buying and Selling by Quarter

Invesco Mortgage Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC75,303$708K0.0%+326.5%0.124%
11/19/2024 McIlrath & Eck LLC6,648$62K0.0%N/A0.011%
11/16/2024 Geode Capital Management LLC1,224,795$11.50M0.0%+7.0%2.017%
11/15/2024 Barclays PLC75,303$708K0.0%+326.5%0.124%
11/15/2024 Zacks Investment Management10,039$94K0.0%N/A0.017%
11/15/2024 State Street Corp1,013,514$9.52M0.0%+1.3%1.669%
11/15/2024 ClearAlpha Technologies LP31,832$299K0.1%-9.5%0.052%
11/14/2024 Verition Fund Management LLC69,752$655K0.0%+6.1%0.115%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC113,355$1.06M0.0%+136.4%0.187%
11/13/2024 FMR LLC11,193$105K0.0%-22.6%0.018%
11/12/2024 Penserra Capital Management LLC106,948$1.00M0.0%+23.0%0.176%
11/12/2024 Charles Schwab Investment Management Inc.427,296$4.01M0.0%+3.8%0.704%
11/9/2024 Intech Investment Management LLC12,879$121K0.0%N/A0.021%
11/8/2024 Segall Bryant & Hamill LLC537,168$5.04M0.1%+3.4%0.885%
11/5/2024 Aigen Investment Management LP14,269$134K0.0%N/A0.026%
11/5/2024 GSA Capital Partners LLP20,334$191K0.0%-92.3%0.037%
11/4/2024 Wolverine Asset Management LLC106,658$1.00M0.0%N/A0.195%
10/29/2024 Van ECK Associates Corp491,433$4.62M0.0%+7.0%1.006%
10/29/2024 PL Capital Advisors LLC400,000$3.76M1.3%+100.0%0.819%
10/24/2024 Nisa Investment Advisors LLC17,909$168K0.0%-47.2%0.037%
10/22/2024 International Assets Investment Management LLC25,823$242K0.0%+839.0%0.053%
10/16/2024 Firethorn Wealth Partners LLC67,416$633K0.3%+68.3%0.138%
10/3/2024 SG Americas Securities LLC18,281$172K0.0%N/A0.037%
8/15/2024 The Manufacturers Life Insurance Company17,856$167K0.0%+8.2%0.037%
8/9/2024 Renaissance Technologies LLC841,852$7.89M0.0%+2.9%1.724%
8/8/2024 Jupiter Asset Management Ltd.216,519$2.03M0.0%-59.7%0.443%
8/7/2024 Headlands Technologies LLC3,501$33K0.0%N/A0.007%
8/7/2024 PFG Investments LLC32,172$301K0.0%+6.2%0.066%
8/3/2024Range Financial Group LLC22,405$210K0.1%+20.7%0.046%
8/1/2024 Rhumbline Advisers85,508$801K0.0%+10.4%0.175%
7/31/2024 Van ECK Associates Corp459,074$4.30M0.0%N/A0.940%
7/30/2024 International Assets Investment Management LLC2,750$26K0.0%N/A0.006%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank11,162$105K0.0%+36.0%0.023%
7/26/2024 Bank of New York Mellon Corp168,212$1.58M0.0%+20.8%0.344%
7/17/2024 180 Wealth Advisors LLC10,771$102K0.0%N/A0.022%
5/24/2024Cetera Advisors LLC58,310$564K0.0%+4.6%0.119%
5/16/2024 California State Teachers Retirement System48,476$469K0.0%+2.9%0.099%
5/15/2024 Price T Rowe Associates Inc. MD42,541$412K0.0%+5.5%0.087%
5/14/2024 American International Group Inc.24,098$233K0.0%+7.8%0.049%
5/10/2024 Vanguard Group Inc.2,492,244$24.13M0.0%+4.0%5.121%
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5/10/2024 Jupiter Asset Management Ltd.536,908$5.20M0.0%-45.2%1.103%
5/8/2024 Entropy Technologies LP12,556$122K0.0%-51.1%0.026%
5/7/2024 Swiss National Bank95,601$925K0.0%+8.9%0.196%
5/6/2024 LSV Asset Management113,110$1.10M0.0%-17.1%0.232%
5/3/2024 GSA Capital Partners LLP101,638$984K0.1%+12.1%0.209%
5/2/2024 Valley Brook Capital Group Inc.11,500$111K0.1%+12.2%0.024%
5/2/2024 PL Capital Advisors LLC200,000$1.94M0.7%+513.5%0.411%
5/1/2024 Janney Montgomery Scott LLC17,000$165K0.0%N/A0.035%
4/30/2024 Allspring Global Investments Holdings LLC2,580$25K0.0%-59.1%0.005%
4/23/2024 Global Retirement Partners LLC4,847$47K0.0%+100.1%0.010%
4/22/2024 PFG Investments LLC30,298$293K0.0%N/A0.062%
4/18/2024 Allspring Global Investments Holdings LLC2,580$25K0.0%-59.1%0.005%
4/16/2024 Firethorn Wealth Partners LLC36,374$352K0.2%+25.1%0.075%
4/12/2024Range Financial Group LLC18,563$180K0.1%N/A0.038%
2/14/2024 CastleKnight Management LP310,600$2.75M0.1%N/A0.641%
2/13/2024 Tower Research Capital LLC TRC9,052$80K0.0%+500.3%0.019%
2/13/2024 Campbell & CO Investment Adviser LLC99,249$879K0.1%+66.1%0.205%
2/7/2024 Jump Financial LLC50,200$445K0.0%-14.2%0.104%
2/6/2024 Valley Brook Capital Group Inc.10,250$91K0.1%N/A0.021%
2/6/2024 LSV Asset Management136,402$1.21M0.0%-3.6%0.281%
2/6/2024 Amalgamated Bank3,712$33K0.0%-80.1%0.008%
2/6/2024 Swiss National Bank87,801$778K0.0%-4.1%0.181%
2/2/2024 PL Capital Advisors LLC32,600$289K0.1%-91.5%0.067%
2/2/2024 Truist Financial Corp39,763$352K0.0%+32.0%0.082%
2/1/2024 Wolverine Asset Management LLC302,600$2.68M0.0%+11.7%0.624%
2/1/2024 New York State Common Retirement Fund21,914$194K0.0%+96.4%0.045%
1/25/2024 Allspring Global Investments Holdings LLC6,312$56K0.0%-52.7%0.013%
1/25/2024 Nisa Investment Advisors LLC64,906$575K0.0%+54.1%0.134%
1/25/2024 Firethorn Wealth Partners LLC29,074$258K0.2%+48.8%0.060%
1/24/2024 International Assets Investment Management LLC24,365$216K0.0%N/A0.050%
1/23/2024 Straight Path Wealth Management25,000$222K0.1%-13.8%0.052%
12/18/2023 Vanguard Group Inc.3,718,590$37.22M0.0%+3.1%7.673%
12/7/2023 Hudson Bay Capital Management LP434,494$4.35M0.0%N/A0.897%
12/6/2023 Citigroup Inc.17,242$173K0.0%-62.9%0.036%
11/22/2023 Graham Capital Management L.P.82,276$824K0.0%+117.2%0.170%
11/16/2023 Penserra Capital Management LLC46,309$463K0.0%+14.4%0.096%
11/14/2023 Corton Capital Inc.27,590$276K0.1%+66.3%0.057%
11/13/2023 Natixis Advisors L.P.25,651$257K0.0%N/A0.053%
11/13/2023 Federated Hermes Inc.70,038$701K0.0%-50.7%0.145%
11/13/2023 Wolverine Asset Management LLC270,889$2.71M0.0%N/A0.559%
11/9/2023 Commonwealth of Pennsylvania Public School Empls Retrmt SYS29,804$298K0.0%-36.7%0.067%
11/9/2023 Jupiter Asset Management Ltd.314,057$3.14M0.0%N/A0.704%
11/8/2023 Campbell & CO Investment Adviser LLC59,751$598K0.1%-2.5%0.134%
11/8/2023 Swiss National Bank91,601$917K0.0%+1.6%0.205%
11/8/2023 Amalgamated Bank18,681$187K0.0%+13.8%0.042%
11/7/2023 Barclays PLC20,113$201K0.0%-88.3%0.045%
11/7/2023 Jump Financial LLC58,500$586K0.0%-40.8%0.131%
11/6/2023 Victory Capital Management Inc.66,235$663K0.0%N/A0.149%
11/3/2023 Private Advisor Group LLC25,007$250K0.0%-11.5%0.056%
11/2/2023 Principal Financial Group Inc.239,808$2.40M0.0%+1.4%0.538%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/2/2023 Nisa Investment Advisors LLC42,116$422K0.0%+9.1%0.094%
10/31/2023Golden Green Inc.82,579$827K0.8%+8.0%0.185%
10/27/2023 Allspring Global Investments Holdings LLC13,351$134K0.0%+24.9%0.030%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank8,207$82K0.0%+63.6%0.018%
10/24/2023 Bank of New York Mellon Corp314,332$3.15M0.0%-1.4%0.705%
10/16/2023 Everence Capital Management Inc.11,176$112K0.0%N/A0.025%
8/21/2023 VisionPoint Advisory Group LLC3,135$36K0.0%N/A0.007%
8/14/2023 Graham Capital Management L.P.37,885$435K0.0%-42.4%0.085%
8/11/2023 Campbell & CO Investment Adviser LLC61,256$703K0.1%N/A0.137%
8/11/2023 Penserra Capital Management LLC40,479$464K0.0%+27.4%0.091%
(Data available from 1/1/2016 forward)

IVR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVR shares?

During the previous two years, 79 institutional investors and hedge funds held shares of Invesco Mortgage Capital. The most heavily invested institutionals were Vanguard Group Inc. ($24.13M), Geode Capital Management LLC ($11.50M), State Street Corp ($9.52M), Renaissance Technologies LLC ($7.89M), Segall Bryant & Hamill LLC ($5.04M), Van ECK Associates Corp ($4.62M), and Hudson Bay Capital Management LP ($4.35M).Learn more on IVR's institutional investors.

What percentage of Invesco Mortgage Capital stock is owned by institutional investors?

40.54% of Invesco Mortgage Capital stock is owned by institutional investors. Learn more on IVR's institutional investor holdings.

Which institutional investors have been buying Invesco Mortgage Capital stock?

Of the 72 institutional investors that purchased Invesco Mortgage Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($888.39K), Wolverine Asset Management LLC ($556.50K), Van ECK Associates Corp ($491.43K), Hudson Bay Capital Management LP ($434.49K), Jupiter Asset Management Ltd. ($314.06K), CastleKnight Management LP ($310.60K), and LPL Financial LLC ($229.73K).

How much institutional buying is happening at Invesco Mortgage Capital?

Institutional investors have bought a total of 4,943,657 shares in the last 24 months. This purchase volume represents approximately $50.26M in transactions.

Which Invesco Mortgage Capital major shareholders have been selling company stock?

Of the 28 institutional investors that sold Invesco Mortgage Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($1.13M), Jupiter Asset Management Ltd. ($763.87K), PL Capital Advisors LLC ($352.89K), GSA Capital Partners LLP ($243.31K), Barclays PLC ($151.89K), Federated Hermes Inc. ($71.95K), and Jump Financial LLC ($48.68K).

How much institutional selling is happening at Invesco Mortgage Capital?

Institutional investors have sold a total of 2,984,881 shares in the last 24 months. This volume of shares sold represents approximately $31.14M in transactions.



This page (NYSE:IVR) was last updated on 12/21/2024 by MarketBeat.com Staff
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