INVESCO MORTGAGE CAPITAL (IVR) Institutional Ownership Changes & 13F Activity

INVESCO MORTGAGE CAPITAL (IVR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Mirae Asset Global Etfs Holdings Ltd., Two Sigma Investments, Lp, Ameriprise Financial Inc, and State Street Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+69,137+358.5%88,421$698.53KQ2 2026Sep 23, 2026
State Street CorpBuy+443,882+31.6%1,849,062$14.80MQ2 2026Sep 22, 2026
Integrated Wealth Concepts LlcBuy+2,226+20.3%13,200$104.28KQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+2,122+11.1%21,223$167.66KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+205,816+1349.6%221,066$1.75MQ2 2026Sep 02, 2026
California State Teachers Retirement SystemSell-3,172-74.6%1,080$8.53KQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+7,496+43.2%24,865$196.43KQ2 2026Aug 19, 2026
Archer Investment CorpBuy+2+4.3%49$385.00Q2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+11,360—11,360$89.74KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+2,424,263—2,424,263$19.15MQ2 2026Aug 14, 2026
Mirae Asset Global Etfs Holdings Ltd.Buy+927,532+38.9%3,309,701$26.15MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-917,336-41.4%1,296,579$10.24MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+477,827—477,827$3.78MQ2 2026Aug 14, 2026
Hudson Bay Capital Management LpBuy+432,156—432,156$3.41MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+374,385+110.9%712,061$5.63MQ2 2026Aug 14, 2026
Odyssean, LlcBuy+221,498+144.9%374,410$2.96MQ2 2026Aug 14, 2026
Atom Investors LpBuy+213,771—213,771$1.69MQ2 2026Aug 14, 2026
Varcov Co.Buy+207,364—207,364$1.64MQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncBuy+150,193+25.0%752,156$5.94MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-137,682-90.8%13,974$110.39KQ2 2026Aug 14, 2026
Verition Fund Management LlcBuy+123,403+58.2%335,615$2.65MQ2 2026Aug 14, 2026
Van Eck Associates CorpBuy+102,772+10.6%1,073,203$8.48MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-101,202-30.4%231,634$1.83MQ2 2026Aug 14, 2026
Engineers Gate Manager LpSell-97,498-30.2%225,000$1.78MQ2 2026Aug 14, 2026
Sei Investments CoSell-88,008-85.6%14,763$116.63KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+81,219—81,219$641.63KQ2 2026Aug 14, 2026
Bank Of America CorpSell-60,114-14.6%350,673$2.77MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-55,229-5.2%1,010,427$7.98MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+53,103+51.3%156,636$1.24MQ2 2026Aug 14, 2026
Millennium Management LlcSell-48,550-21.8%174,277$1.38MQ2 2026Aug 14, 2026
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Frequently asked questions about IVR activity

  • Which institutional owners are buying IVR?

    Institutional owners buying IVR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IVR activity?

    "Buy" means an investor increased their reported position in IVR compared to the prior reporting period. This reflects growing exposure to INVESCO MORTGAGE CAPITAL (IVR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IVR increasing?

    Institutional interest in IVR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.