Invesco Mortgage Capital Ownership | Who Owns Invesco Mortgage Capital?
Invesco Mortgage Capital Ownership Summary
Invesco Mortgage Capital is owned by 39.25% institutional investors, 0.28% insiders, and 60.46% retail investors. Blackrock is the largest institutional shareholder, holding 10.55% of IVR shares. Invesco KBW High Dividend Yld Fincl ETF is the top mutual fund, with 3.46% of its assets in Invesco Mortgage Capital shares.
IVR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Invesco Mortgage Capital | 39.25% | 0.28% | 60.46% |
| Sector | Real Estate Stocks | 55.70% | 8.24% | 36.06% |
| Industry | Mortgage REIT Stocks | 42.37% | 4.34% | 53.29% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.12M | 10.55% | $47.95M |
| Blackrock funding, inc. /de | 5.56M | 8.57% | $44.79M |
| Vanguard group | 3.19M | 4.92% | $25.71M |
| Invesco | 2.32M | 3.58% | $18.71M |
| Balyasny asset management | 1.46M | 2.24% | $11.73M |
| Geode capital management | 1.35M | 2.08% | $10.88M |
| Ubs group | 1.10M | 1.70% | $8.86M |
| State street | 1.04M | 1.61% | $8.82M |
| Two sigma investments, lp | 919.76K | 1.42% | $7.40M |
| Renaissance | 722.00K | 1.11% | $5.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pl capital advisors | 400.00K | 1.10% | $3.22M |
| Emg | 150.82K | 0.72% | $1.21M |
| Firethorn wealth partners | 61.47K | 0.25% | $494.81K |
| Castleknight management lp | 367.82K | 0.09% | $2.96M |
| Range financial group | 21.95K | 0.08% | $176.71M |
| Straight path wealth management | 25.00K | 0.08% | $201.25K |
| Segall bryant & hamill | 500.30K | 0.06% | $4.03M |
| Nebula research & development | 43.13K | 0.04% | $347.20K |
| Bridgefront capital | 12.78K | 0.03% | $102.90K |
| State of wyoming | 26.61K | 0.03% | $214.19K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 2.32M | 0.00% | 2.23M |
| Ubs group | 1.10M | 0.00% | 964.83K |
| Balyasny asset management | 1.46M | 0.02% | 730.50K |
| Blackrock funding, inc. /de | 5.56M | 0.00% | 280.56K |
| Vanguard group | 3.19M | 0.00% | 206.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Renaissance | 722.00K | 0.01% | -545.25K |
| Hrt financial lp | - | - | -249.79K |
| Jupiter asset management | - | - | -216.52K |
| Exoduspoint capital management, lp | - | - | -145.98K |
| Goldman sachs group | 337.06K | 0.00% | -143.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Emg | 150.82K | 0.72% | 150.82K | $1.21M |
| Quantbot technologies lp | 53.96K | 0.02% | 53.96K | $434.35K |
| Nebula research & development | 43.13K | 0.04% | 43.13K | $347.20K |
| Atria wealth solutions | 36.17K | 0.00% | 36.17K | $291.21K |
| Virtu financial | 33.91K | 0.01% | 33.91K | $273.00K |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Quest partners | -2.00 |
| Innealta capital | -7.00 |
| Advisornet financial | -22.00 |
| Register financial advisors | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 144 | -5.88% | 25,483,663 | 13.61% | 39 | 3.29% | 78 | 4.00% | 37 | - |
| Sep 30, 2024 | 153 | 4.08% | 22,431,073 | 10.77% | 39 | 2.29% | 75 | -2.60% | 37 | 27.59% |
| Jun 30, 2024 | 146 | -3.95% | 20,249,154 | 5.39% | 41 | 2.66% | 76 | 2.70% | 29 | -29.27% |
| Mar 31, 2024 | 152 | -9.52% | 19,214,210 | -2.01% | 39 | 2.42% | 74 | -14.94% | 41 | -18.00% |
| Dec 31, 2023 | 168 | 7.01% | 19,607,625 | -15.04% | 40 | 1.59% | 87 | 14.47% | 50 | 19.05% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco KBW High Dividend Yld Fincl ETF | 2.26M | 3.46% | 5.16K |
| Vanguard Total Stock Mkt Idx Inv | 1.92M | 3.10% | - |
| Vanguard US Total Market Shares ETF | 1.75M | 2.84% | -84.00 |
| iShares Russell 2000 ETF | 1.74M | 2.67% | -15.07K |
| Fuh Hwa FTSE Mortgage REITs ETF | 1.10M | 1.79% | 224.39K |
| Vanguard Institutional Extnd Mkt Idx Tr | 904.98K | 1.47% | - |
| iShares Mortgage Real Estate Capped ETF | 905.63K | 1.39% | - |
| Global X SuperDividend™ ETF | 882.77K | 1.35% | - |
| VanEck Mortgage REIT Income ETF | 596.78K | 0.91% | - |
| Fidelity Small Cap Index | 564.91K | 0.87% | -10.58K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 09, 2022 | LIENTZ JAMES R JR | - | Sell | $20.96K |
| May 09, 2022 | Phegley Richard Lee Jr. | Chief Financial Officer | Buy | $20.19K |
| May 10, 2022 | Anzalone John | CEO | Buy | $24.75K |
| May 09, 2022 | Collins Kevin M | President | Buy | $11.99K |
| Dec 09, 2021 | Zayicek Beth | - | Buy | $10.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | - | - |
IVR Ownership FAQ
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