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Invesco Mortgage Capital Inc. hedge fund holdings

IVRNYSE
$5.71-0.11 (-1.89%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

IVR · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-27.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257256$24.6M$22.9M136Aug 14, 2025
Q3 20256237$34.4M$7.41M146Nov 14, 2025
Q4 20257057$25.7M$30.3M164Feb 14, 2026
Q1 20268255$50.7M$35.2M165May 15, 2026
Q2 202610047$80.1M$27.2M169Aug 14, 2026

Quarterly action breakdown

Q2 2026
169 filers
New position
29
$15.9M+2.02M sh
Increased
71
$64.1M+8.12M sh
Reduced
27
-$18.3M-2.31M sh
Out / sold
20
-$8.93M-1.13M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Summit Financial, LLCNew Buy+$3.11M$3.11M0.03%Aug 12, 2026
Zacks Investment ManagementSell 100%-$2.16M$00.00%Aug 13, 2026
Odyssean, LLCAdded 144.85%+$1.75M$2.96M0.48%Aug 14, 2026
VARCOV Co.New Buy+$1.64M$1.64M0.62%Aug 14, 2026
Van Eck Associates CorpAdded 10.59%+$812K$8.48M0.01%Aug 14, 2026
Firethorn Wealth Partners, LLCAdded 87.38%+$798K$1.71M0.55%Jul 15, 2026
SeaCrest Wealth Management, LLCNew Buy+$363K$363K0.04%Jul 9, 2026
PFG Investments, LLCReduce 51.31%-$270K$257K0.01%Jul 23, 2026
Segall Bryant & Hamill, LLCReduce 7.46%-$260K$3.23M0.04%Aug 12, 2026
Graham Capital Management, L.P.Added 25.99%+$249K$1.21M0.02%Aug 14, 2026
Jain Global LLCNew Buy+$141K$141K0.00%Aug 14, 2026
Able Wealth Management LLCSell 100%-$86.8K$00.00%Jul 29, 2026
Straight Path Wealth ManagementAdded 12.26%+$51.4K$470K0.11%Jul 27, 2026
PVG Asset Management CorpAdded 3.86%+$39.3K$1.06M0.61%Jul 1, 2026
Quantinno Capital Management LPAdded 8.85%+$31.8K$391K0.00%Aug 13, 2026
IFG Advisory, LLCNew Buy+$19.8K$19.8K0.00%Aug 14, 2026
Bramshill Investments, LLCAdded 1.17%+$19.3K$1.67M0.13%Aug 14, 2026
Vident Advisory, LLCAdded 9.88%+$18.1K$201K0.00%Aug 12, 2026
180 Wealth Advisors, LLCAdded 7.38%+$13.4K$194K0.02%Jul 7, 2026
Cullen/Frost Bankers, Inc.Reduce 99.97%-$12.2K$40.00%Jul 27, 2026
Morling Financial Advisors, LLCAdded 4.45%+$7.14K$167K0.05%Aug 6, 2026
Spire Wealth ManagementReduce 10.87%-$7.09K$58.1K0.00%Jul 15, 2026
LSV Asset ManagementReduce 0.97%-$5.98K$613K0.00%Aug 6, 2026
Virtus Advisers, LLCReduce 4.00%-$5.5K$132K0.05%Aug 11, 2026
Kemnay Advisory Services Inc.Sell 100%-$5.4K$00.00%Aug 14, 2026
GHP Investment Advisors, Inc.Sell 100%-$2.83K$00.00%Jul 20, 2026
Sound Income Strategies, LLCSell 100%-$2.8K$00.00%Jul 20, 2026
Continuum Advisory, LLCReduce 1.61%-$2.02K$124K0.01%Aug 6, 2026
SHP Wealth ManagementNew Buy+$1.58K$1.58K0.00%Aug 11, 2026
Versant Capital Management, IncReduce 11.11%-$782$6.26K0.00%Jul 2, 2026
Napier Financial, LLCReduce 83.33%-$630$1260.00%Jul 31, 2026
Stone House Investment Management, LLCNew Buy+$553$5530.00%Aug 5, 2026
Curio Wealth, LLCSell 100%-$412$00.00%Aug 7, 2026
Archer Investment CorpAdded 108.51%+$401$7700.00%Aug 19, 2026
Abound Wealth ManagementNew Buy+$166$1660.00%Jul 10, 2026
Whittier Trust CoSell 100%-$139$00.00%Jul 28, 2026
Ares Financial Consulting, LLCAdded 1400.00%+$111$1190.00%Jul 9, 2026
Triumph Capital ManagementSell 100%-$16$00.00%Jul 21, 2026

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