Invesco Mortgage Capital Inc (IVR) Ownership

8.59 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Invesco Mortgage Capital Inc (IVR), owning a total of 5.3 million shares. Combined, the top 49 institutional holders of IVR own 48.87% of the company with a total of 27.4 million shares.

In the latest ownership report on September 30th 2024, the top 49 institutional holders increased their combined ownership of IVR by 1.6 million shares. 15 institutions bought 2,314,946 total additional shares and increased their ownership by an average of 37.21%. However 5 institutions sold 697,046 total shares and decreased their ownership by an average of 23.31%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Invesco Mortgage Capital increased by a net total of 1,617,900 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc8.699%3.246%5,283,180166,0792024-09-30
Vanguard Group Inc4.920%1.636%2,987,62948,0942024-09-30
Renaissance Technologies Corp2.087%50.531%1,267,245425,3932024-09-30
Geode Capital Management, LLC2.017%6.993%1,224,79580,0512024-09-30
Two Sigma Investments LLC1.743%3.969%1,058,35640,3992024-09-30
State Street Corp1.669%1.255%1,013,51412,5572024-09-30
Balyasny Asset Management LLC1.197%0.000%726,761726,7612024-09-30
Two Sigma Advisers, LLC1.142%-18.647%693,700-159,0002024-09-30
Morgan Stanley - Brokerage Accounts0.900%-28.159%546,539-214,2272024-09-30
Segall Bryant & Hamill0.885%3.358%537,16817,4532024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.0.849%-3.175%515,352-16,9002024-09-30
Van Eck Associates Corporation0.809%7.049%491,43332,3592024-09-30
Goldman Sachs Group Inc0.791%73.600%480,260203,6122024-09-30
Northern Trust Corp0.724%2.328%439,63210,0012024-09-30
Charles Schwab Investment Management Inc0.704%3.765%427,29615,5032024-09-30
PL Capital Advisors, LLC0.659%100.000%400,000200,0002024-09-30
CastleKnight Management LP0.643%71.443%390,718162,8182024-09-30
HRT FINANCIAL LLC0.411%228.991%249,793173,8662024-09-30
Nuveen Asset Management, LLC0.274%-1.662%166,070-2,8072024-09-30
Citadel Advisors Llc0.271%-64.894%164,517-304,1122024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc8.699%3.246%5,283,180166,0792024-09-30
Vanguard Group Inc4.920%1.636%2,987,62948,0942024-09-30
Renaissance Technologies Corp2.087%50.531%1,267,245425,3932024-09-30
Geode Capital Management, LLC2.017%6.993%1,224,79580,0512024-09-30
Two Sigma Investments LLC1.743%3.969%1,058,35640,3992024-09-30
State Street Corp1.669%1.255%1,013,51412,5572024-09-30
State Street Corporation1.931%-1.230%976,929-12,1642024-03-31
Hudson Bay Capital Management LP1.793%0.000%868,988868,9882023-09-30
Balyasny Asset Management LLC1.197%0.000%726,761726,7612024-09-30
Two Sigma Advisers, LLC1.142%-18.647%693,700-159,0002024-09-30
Marshall Wace Asset Management Ltd1.473%0.000%656,766656,7662023-03-31
Mirae Asset Global Investments (Korea) Co Ltd1.453%-47.801%602,748-551,9712022-12-31
Morgan Stanley - Brokerage Accounts0.900%-28.159%546,539-214,2272024-09-30
Segall Bryant & Hamill0.885%3.358%537,16817,4532024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.0.849%-3.175%515,352-16,9002024-09-30
Susquehanna International Group, LLP1.196%10.980%497,91849,2642022-12-31
Van Eck Associates Corporation0.809%7.049%491,43332,3592024-09-30
Goldman Sachs Group Inc0.791%73.600%480,260203,6122024-09-30
Northern Trust Corp0.724%2.328%439,63210,0012024-09-30
Charles Schwab Investment Management Inc0.704%3.765%427,29615,5032024-09-30
PL Capital Advisors, LLC0.659%100.000%400,000200,0002024-09-30
CastleKnight Management LP0.643%71.443%390,718162,8182024-09-30
Millennium Management LLC0.774%38.388%376,493104,4362023-12-31
Advisor Group Holdings, Inc.0.608%142.603%333,434195,9942024-03-31
LPL Financial Corp0.578%-1.171%279,979-3,3172023-09-30
GSA Capital Partners LLP0.434%159.393%263,642162,0042024-06-30
HRT FINANCIAL LLC0.411%228.991%249,793173,8662024-09-30
Principal Financial Group Inc0.495%1.379%239,8083,2612023-09-30
Centiva Capital LP0.467%657.513%227,254197,2542023-12-31
Centiva Capital, LP0.467%657.513%227,254197,2542023-12-31
Jupiter Asset Management Limited0.357%-59.673%216,519-320,3892024-06-30
Wolverine Asset Management LLC0.371%-32.790%203,377-99,2232024-03-31
ExodusPoint Capital Management, LP0.398%0.000%193,878193,8782023-12-31
D. E. Shaw & Co LP0.456%30.612%189,76444,4762022-12-31
Thrivent Financial For Lutherans0.368%0.531%178,1239412023-09-30
Barclays PLC0.355%832.777%172,004153,5642023-06-30
Bank of New York Mellon Corp0.277%20.806%168,21228,9702024-06-30
Nuveen Asset Management, LLC0.274%-1.662%166,070-2,8072024-09-30
Graham Capital Management0.425%0.000%164,521164,5212022-09-30
Citadel Advisors Llc0.271%-64.894%164,517-304,1122024-09-30
Amvescap Plc.0.269%129.570%163,51192,2862024-06-30
Ameriprise Financial Inc0.329%-3.649%159,216-6,0302023-09-30
JPMorgan Chase & Co0.311%44.812%157,14048,6272024-03-31
Walleye Trading LLC0.353%11.019%147,09114,5992022-12-31
Arrowstreet Capital Limited Partnership0.369%0.000%142,778142,7782022-09-30
LSV Asset Management0.319%0.000%142,06802023-06-30
Federated Hermes Inc0.293%0.407%141,9895752023-06-30
Rhumbline Advisers0.289%6.091%139,9018,0322023-09-30
UBS Group AG0.269%-39.019%136,012-87,0292024-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Invesco Mortgage Capital Inc (IVR), owning a total of 3 million shares. Combined, the top 48 mutual fund holders of IVR own 42.10% of the company with a total of 22.4 million shares.

In the latest ownership report on December 31st 2024, the top 48 fund holders increased their combined ownership of IVR by 232 thousand shares. 5 funds bought 259,433 total additional shares and increased their ownership by an average of 11.08%. However 3 funds sold 26,973 total shares and decreased their ownership by an average of 1.92%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Invesco Mortgage Capital increased by a net total of 232,460 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Invesco KBW High Dividend Yld Fincl ETF3.711%2.169%2,253,69147,8492024-12-31
Vanguard Total Stock Mkt Idx Inv2.841%0.000%1,725,40702024-12-31
iShares Russell 2000 ETF2.328%-0.382%1,413,586-5,4252024-12-31
Vanguard Institutional Extnd Mkt Idx Tr1.490%21.084%904,983157,5792024-12-31
iShares Mortgage Real Estate Capped ETF1.262%0.000%766,24302024-12-31
VanEck Mortgage REIT Income ETF0.959%0.000%582,39002024-12-31
iShares Russell 2000 Value ETF0.849%-2.724%515,870-14,4482024-12-31
Global X SuperDividend® REIT ETF0.797%0.000%483,76202024-12-31
Schwab US Small-Cap ETF™0.484%0.000%293,71802024-12-31
Vanguard Russell 2000 ETF0.431%14.039%261,69732,2162024-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.431%-2.642%261,602-7,1002024-12-31
State St Russell Sm Cap® Indx SL Cl I0.274%0.000%166,59402024-12-31
iShares ESG Aware MSCI USA Small-Cap ETF0.228%0.000%138,37002024-12-31
Schwab Small Cap Index0.218%11.710%132,44813,8842024-12-31
NT R2000 Value Index Fund - NL0.216%6.418%131,0687,9052024-12-31
iShares MSCI USASmCp ESGEnh ETF USD Acc0.216%0.000%130,98002024-12-31
iShares Micro-Cap ETF0.207%0.000%125,81302024-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.121%-0.111%2,966,259-3,2882023-11-30
Invesco KBW High Dividend Yld Fincl ETF3.711%2.169%2,253,69147,8492024-12-31
Vanguard Total Stock Mkt Idx Inv2.841%0.000%1,725,40702024-12-31
iShares Russell 2000 ETF2.328%-0.382%1,413,586-5,4252024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.350%11.241%1,138,745115,0692023-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.490%21.084%904,983157,5792024-12-31
iShares Mortgage Real Estate Capped ETF1.262%0.000%766,24302024-12-31
Vanguard Extended Market Index Investor1.445%-0.008%644,067-532023-08-31
Global X SuperDividend™ US ETF1.739%0.000%617,20402022-11-30
Global X SuperDividend™ ETF1.550%0.000%599,96402023-02-28
VanEck Mortgage REIT Income ETF0.959%0.000%582,39002024-12-31
Vanguard Small Cap Index1.186%0.305%574,5381,7482023-11-30
Fidelity Small Cap Index0.857%-0.072%520,514-3732024-10-31
iShares Russell 2000 Value ETF0.849%-2.724%515,870-14,4482024-12-31
Global X SuperDividend® REIT ETF0.797%0.000%483,76202024-12-31
Fidelity® Small Cap Index0.857%2.383%415,3029,6662023-10-31
Vanguard Small Cap Value Index Inv0.820%-0.158%397,454-6302023-11-30
SPDR® Portfolio S&P 600 Sm Cap ETF0.755%-4.222%365,989-16,1342023-11-30
Fidelity Extended Market Index0.523%-0.655%317,425-2,0922024-11-30
Vanguard Tax-Managed Small Cap Adm0.639%0.000%309,80802023-11-30
Schwab US Small-Cap ETF™0.484%0.000%293,71802024-12-31
iShares S&P Small-Cap 600 Value ETF0.603%0.000%292,03302023-11-30
Fidelity® Extended Market Index0.572%13.340%276,93532,5942023-11-30
Vanguard Russell 2000 ETF0.431%14.039%261,69732,2162024-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.431%-2.642%261,602-7,1002024-12-31
US Equity Small Cap Corporate Cl OF0.425%0.000%257,98702024-06-30
US Equity Small Cap Pool A0.394%0.000%239,46702024-06-30
iShares S&P Small-Cap 600 Growth ETF0.422%0.000%204,28702023-11-30
Jupiter Merian Glb Eq AbsRet I USD Acc0.333%-44.441%202,471-161,9552024-06-30
Goldman Sachs Small Cp Val Insghts Instl0.306%0.000%185,75102024-10-31
Principal SmallCap S&P 600 Idx SP0.381%0.000%184,62902023-11-30
Vanguard S&P Small-Cap 600 ETF0.373%-0.816%180,498-1,4852023-11-30
State St Russell Sm Cap® Indx SL Cl I0.274%0.000%166,59402024-12-31
SPDR® S&P 600 Small Cap Value ETF0.334%-0.426%161,954-6922023-11-30
State St Russell Sm Cap® Indx NL Cl C0.374%10.348%155,69414,6002023-06-30
Xtrackers S&P 500 Swap ETF 1C0.301%0.000%145,675145,6752023-11-30
iShares ESG Aware MSCI USA Small-Cap ETF0.228%0.000%138,37002024-12-31
Schwab Small Cap Index0.218%11.710%132,44813,8842024-12-31
Columbia Small Cap Index Inst0.271%-2.597%131,074-3,4942023-11-30
NT R2000 Value Index Fund - NL0.216%6.418%131,0687,9052024-12-31
iShares MSCI USASmCp ESGEnh ETF USD Acc0.216%0.000%130,98002024-12-31
iShares Micro-Cap ETF0.207%0.000%125,81302024-12-31
NT R2000 Index Fund - NL0.201%5.734%121,7406,6022024-09-30
BlackRock Extended Equity Market K0.185%-0.043%112,624-482024-09-30
BlackRock Extended Mkt Composite0.223%0.680%108,7117342023-09-30
NT R2000 Index Fund - DC - NL - 20.215%4.620%108,6554,7982024-03-31
JNL Small Cap Index I0.211%0.000%102,12302023-09-30
Russell 2000 Index Non-Lendable Fund E0.201%14.109%97,90012,1052024-03-31

Discussions

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im_drank

$IVR Price target here?

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chickenEggs

$IVR I already know
tomorrow the bulls going to say "next week" just like every week.

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wsb_pro

$IVR what’s next bulls

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