Invesco Mortgage CapitalIVR
13F holders, Q1 2024 (March 31)140holders
5famous investors
$9.68avg. 13F price*
At the end of Q1 2024, 140 institutions reported holding Invesco Mortgage Capital (IVR) in their 13F filings. The largest holders were BlackRock Inc. ($48.7M), Vanguard Group Inc. ($24.1M) and Geode Capital Management, LLC ($10.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco Mortgage Capital
- CUSIP
- 46131B704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $2.8M |
| Exits | 37 | $9.0M |
Ownership 140 holders
| BlackRock Inc. | 0.00% | Add +7.9% | 5,033,836 | $48.7M |
| Vanguard Group Inc. | 0.00% | Add +4.0% | 2,492,244 | $24.1M |
| Geode Capital Management, LLC | 0.00% | Add +7.3% | 1,089,964 | $10.6M |
| Two Sigma Investments, LP | 0.02% | Add +31.2% | 998,013 | $9.7M |
| State Street Corp. | 0.00% | Reduce -1.2% | 976,929 | $9.5M |
| Renaissance Technologies | 0.01% | Add +0.8% | 817,952 | $7.9M |
| Two Sigma Advisers, LP | 0.02% | Add +283.1% | 705,000 | $6.8M |
| Citadel Advisors | 0.01% | Add +333.3% | 668,163 | $6.5M |
| Jupiter Asset Management Ltd. | 0.05% | Reduce -45.2% | 536,908 | $5.2M |
| Northern Trust Corp. | 0.00% | Add +3.5% | 442,443 | $4.3M |
| Morgan Stanley | 0.00% | Reduce -6.8% | 425,493 | $4.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.1% | 381,010 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +142.6% | 333,434 | $3.2M |
| CastleKnight Management LP | 0.33% | Reduce -26.6% | 227,900 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.0% | 226,108 | $2.2M |
| Wolverine Asset Management LLC | 0.17% | Reduce -32.8% | 203,377 | $2.0M |
| PL Capital Advisors, LLC | 0.74% | Add +513.5% | 200,000 | $1.9M |
| Nuveen Asset Management, LLC | 0.00% | Add +20.0% | 167,034 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +44.8% | 157,140 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.6% | 139,242 | $1.3M |
| UBS Group AG | 0.00% | Reduce -39.0% | 136,012 | $1.3M |
| Graham Capital Management, L.P. | 0.06% | Add +317.6% | 124,460 | $1.2M |
| Millennium Management | 0.00% | Reduce -67.3% | 123,152 | $1.2M |
| LSV Asset Management | 0.00% | Reduce -17.1% | 113,110 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.09% | Add +3.4% | 102,667 | $994K |
| Gsa Capital Partners LLP | 0.08% | Add +12.2% | 101,638 | $984K |
| Swiss National Bank | 0.00% | Add +8.9% | 95,601 | $925K |
| Alpine Woods Capital Investors, LLC | 0.16% | New | 95,500 | $817K |
| Penserra Capital Management LLC | 0.01% | Add +14.2% | 83,424 | $807K |
| Thrivent Financial for Lutherans | 0.00% | No change | 80,830 | $782K |
| Cetera Investment Advisers | 0.00% | Add +335.9% | 78,713 | $762K |
| Rhumbline Advisers | 0.00% | Add +5.2% | 77,476 | $750K |
| Prudential Financial Inc. | 0.00% | Add +0.4% | 73,257 | $709K |
| Algert Global LLC | 0.03% | Add +198.9% | 72,520 | $702K |
| Invesco Ltd. | 0.00% | Reduce -9.6% | 71,225 | $689K |
| Squarepoint Ops LLC | 0.00% | Reduce -52.8% | 66,524 | $644K |
| ClearAlpha Technologies LP | 0.27% | Reduce -12.6% | 65,099 | $630K |
| Credit Suisse AG/ | 0.00% | Add +13.9% | 56,896 | $551K |
| Wells Fargo & Company | 0.00% | Add +56.6% | 51,217 | $496K |
| California State Teachers Retirement System | 0.00% | Add +2.9% | 48,476 | $469K |
| Alliancebernstein L.P. | 0.00% | Add +36.5% | 48,145 | $466K |
| Jane Street Group, LLC | 0.00% | Reduce -31.3% | 44,395 | $430K |
| Catalyst Funds Management Pty Ltd | 0.12% | — | 44,100 | $427K |
| Barclays PLC | 0.00% | Reduce -59.3% | 43,851 | $424K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 42,541 | $412K |
| Corton Capital Inc. | 0.15% | Reduce -8.4% | 42,188 | $408K |
| Centiva Capital, LP | 0.02% | Reduce -82.4% | 39,914 | $386K |
| Bank of America Corp. | 0.00% | Reduce -69.3% | 38,234 | $370K |
| Firethorn Wealth Partners, LLC | 0.21% | Add +25.1% | 36,374 | $352K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -47.8% | 33,906 | $328K |
| Legal & General Group Plc | 0.00% | Add +1.4% | 33,838 | $328K |
| Walleye Trading LLC | 0.01% | Add +333.3% | 32,906 | $319K |
| State of Wyoming | 0.05% | Add +16.2% | 31,904 | $309K |
| Engineers Gate Manager LP | 0.01% | Reduce -51.0% | 31,140 | $301K |
| PFG Investments, LLC | 0.02% | New | 30,298 | $293K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 28,643 | $277K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.07% | New | 28,116 | $272K |
| Valley Brook Capital Group, Inc. | 0.21% | Add +12.2% | 11,500 | $259K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 24,251 | $254K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.0% | 25,385 | $246K |
| Straight Path Wealth Management | 0.14% | No change | 25,000 | $242K |
| American International Group, Inc. | 0.00% | Add +7.8% | 24,098 | $233K |
| MetLife Investment Management, LLC | 0.00% | No change | 22,326 | $216K |
| New York State Common Retirement Fund | 0.00% | Add +1.7% | 22,282 | $216K |
| PEAK6 Investments LLC | 0.01% | Add +13.0% | 21,414 | $207K |
| D. E. Shaw & Co. | 0.00% | New | 21,237 | $206K |
| Group One Trading LLC | 0.01% | Reduce -24.6% | 20,838 | $202K |
| Franklin Resources Inc. | 0.00% | No change | 20,287 | $196K |
| Deutsche Bank AG | 0.00% | Add +8.5% | 20,193 | $195K |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 19,154 | $185K |
| Fox Run Management, L.L.C. | 0.04% | New | 18,891 | $183K |
| Range Financial Group LLC | 0.09% | New | 18,563 | $180K |
| Simplex Trading, LLC | 0.01% | Reduce -67.9% | 18,229 | $176K |
| Oracle Alpha Inc. | 0.31% | Reduce -11.8% | 17,782 | $172K |
| Nebula Research & Development LLC | 0.04% | New | 17,739 | $172K |
| Janney Montgomery Scott LLC | 0.00% | New | 17,000 | $165K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.5% | 16,496 | $160K |
| KPP Advisory Services LLC | 0.04% | New | 15,413 | $149K |
| NewEdge Wealth, LLC | 0.00% | New | 16,540 | $149K |
| HRT Financial LP | 0.00% | Reduce -96.8% | 14,772 | $142K |
| GTS Securities LLC | 0.00% | Reduce -74.9% | 13,962 | $135K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 13,666 | $132K |
| Voya Investment Management LLC | 0.00% | Reduce -20.3% | 13,500 | $131K |
| Entropy Technologies, LP | 0.01% | Reduce -51.1% | 12,556 | $122K |
| Arizona State Retirement System | 0.00% | Add +4.1% | 12,463 | $121K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,764 | $119K |
| AQR Capital Management | 0.00% | New | 11,266 | $109K |
| Bridgefront Capital, LLC | 0.08% | New | 10,650 | $103K |
| FMR LLC | 0.00% | Add +8.8% | 10,514 | $102K |
| Citigroup Inc. | 0.00% | Add +53.9% | 10,028 | $97K |
| STRS Ohio | 0.00% | Reduce -5.7% | 8,300 | $80K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,207 | $79K |
| Global Retirement Partners, LLC | 0.00% | Add +100.1% | 4,847 | $47K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,656 | $45K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,875 | $28K |
| Quadrant Capital Group LLC | 0.00% | Add +14.0% | 2,836 | $27K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -59.1% | 2,580 | $25K |
| CoreCap Advisors, LLC | 0.00% | New | 2,500 | $24K |
| Metropolitan Life Insurance Co | 0.00% | No change | 2,314 | $22K |
| FWL Investment Management, LLC | 0.01% | Reduce -40.0% | 2,250 | $22K |
| Balefire, LLC | 0.01% | No change | 2,250 | $22K |
| Continuum Advisory, LLC | 0.00% | New | 2,138 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 1,840 | $18K |
| Amalgamated Bank | 0.00% | Reduce -55.2% | 1,662 | $16K |
| Royal Bank of Canada | 0.00% | Reduce -88.4% | 1,636 | $16K |
| US Bancorp \de | 0.00% | Add +94.0% | 1,104 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +110.5% | 1,101 | $11K |
| Parallel Advisors, LLC | 0.00% | Add +63.3% | 1,073 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 940 | $9K |
| Point72 (DIFC) Ltd | 0.00% | — | 873 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.1% | 716 | $7K |
| Signaturefd, LLC | 0.00% | Add +10.3% | 608 | $6K |
| LGT Financial Advisors LLC | 0.00% | No change | 300 | $3K |
| Towne Trust Company, N.A | 0.00% | New | 274 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -0.7% | 270 | $3K |
| Principal Securities, Inc. | 0.00% | No change | 265 | $3K |
| Red Tortoise LLC | 0.00% | No change | 216 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +256.9% | 207 | $2K |
| National Bank of Canada | 0.00% | Add +96.7% | 181 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 132 | $1K |
| Huntington National Bank | 0.00% | New | 112 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 109 | $1K |
| City State Bank | 0.00% | No change | 100 | $1K |
| Cwm, LLC | 0.00% | Add +6.9% | 154 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 100 | $968 |
| Harbour Investments, Inc. | 0.00% | Reduce -35.3% | 99 | $958 |
| Archer Investment Corp | 0.00% | Add +4.3% | 96 | $929 |
| Cornerstone Planning Group LLC | 0.00% | Add +10.7% | 83 | $751 |
| GAMMA Investing LLC | 0.00% | Reduce -29.9% | 75 | $726 |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 69 | $668 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -81.5% | 55 | $532 |
| Allworth Financial LP | 0.00% | No change | 54 | $523 |
| Lindbrook Capital, LLC | 0.00% | No change | 52 | $503 |
| Farther Finance Advisors, LLC | 0.00% | New | 51 | $491 |
| NFSG Corp | 0.00% | No change | 43 | $416 |
| Register Financial Advisors LLC | 0.00% | New | 27 | $258 |
| AdvisorNet Financial, Inc | 0.00% | No change | 22 | $213 |
| AlphaQuest LLC | 0.00% | New | 2 | $19 |
| Bell Investment Advisors, Inc | 0.00% | No change | 1 | $10 |
| FNY Investment Advisers, LLC | 0.00% | No change | 100 | $0 |
"% of holder's portfolio" is IVR's weight in each manager's 13F, not the share of Invesco Mortgage Capital the manager owns.