Invesco Mortgage Capital Ownership | Who Owns Invesco Mortgage Capital?
Invesco Mortgage Capital Ownership Summary
Invesco Mortgage Capital is owned by 42.78% institutional investors, 0.39% insiders, and 56.84% 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 3.36% of its assets in Invesco Mortgage Capital shares.
IVR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Invesco Mortgage Capital | 42.78% | 0.39% | 56.84% |
| Sector | Real Estate Stocks | 69.85% | 9.10% | 21.05% |
| Industry | Mortgage REIT Stocks | 51.49% | 5.03% | 43.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.12M | 10.55% | $47.95M |
| Blackrock funding, inc. /de | 6.61M | 9.98% | $51.86M |
| Vanguard group | 3.19M | 4.92% | $25.71M |
| Invesco | 2.32M | 3.58% | $18.71M |
| 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 |
| Van eck associates | 689.25K | 1.04% | $5.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Axs investments | 133.58K | 0.43% | $1.05M |
| Firethorn wealth partners | 61.47K | 0.25% | $494.81K |
| Range financial group | 30.89K | 0.10% | $242.20K |
| Straight path wealth management | 35.00K | 0.09% | $274.40K |
| Nebula research & development | 97.68K | 0.07% | $765.84K |
| Segall bryant & hamill | 500.30K | 0.06% | $4.03M |
| Bridgefront capital | 15.04K | 0.03% | $117.95K |
| Quantbot technologies lp | 152.06K | 0.03% | $1.19M |
| Pfg investments | 62.36K | 0.03% | $488.88K |
| 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 |
| Vanguard group | 3.19M | 0.00% | 206.35K |
| Verition fund management | 157.44K | 0.01% | 157.44K |
| Barclays | 212.43K | 0.00% | 137.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -1.95M |
| Jupiter asset management | 122.33K | 0.01% | -764.41K |
| Renaissance | 722.00K | 0.01% | -545.25K |
| Castleknight management lp | - | - | -367.82K |
| Hrt financial lp | - | - | -249.79K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Verition fund management | 157.44K | 0.01% | 157.44K | $1.23M |
| Axs investments | 133.58K | 0.43% | 133.58K | $1.05M |
| State of wisconsin investment board | 61.17K | 0.00% | 61.17K | $479.61K |
| Marshall wace, llp | 37.12K | 0.00% | 37.12K | $291.03K |
| Avantax advisory services | 18.44K | 0.00% | 18.44K | $144.56K |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Quest partners | -2.00 |
| Northwestern mutual wealth management | -4.00 |
| True wealth design | -7.00 |
| Innealta capital | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 148 | -5.13% | 28,365,951 | -5.60% | 42 | 1.86% | 92 | 9.52% | 30 | -11.76% |
| Mar 31, 2025 | 1 | -99.32% | 18,200 | -99.93% | - | 0.00% | 1 | -98.73% | - | -100.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco KBW High Dividend Yld Fincl ETF | 2.23M | 3.36% | 12.65K |
| Vanguard Total Stock Mkt Idx Inv | 1.94M | 2.92% | -42.98K |
| Vanguard US Total Market Shares ETF | 1.75M | 2.84% | -84.00 |
| iShares Russell 2000 ETF | 1.72M | 2.59% | -32.66K |
| Fuh Hwa FTSE Mortgage REITs ETF | 1.10M | 1.79% | 224.39K |
| Global X SuperDividend™ ETF | 934.95K | 1.41% | - |
| iShares Mortgage Real Estate Capped ETF | 850.21K | 1.28% | 4.82K |
| Vanguard Institutional Extnd Mkt Idx Tr | 708.13K | 1.07% | -305.20K |
| VanEck Mortgage REIT Income ETF | 627.00K | 0.95% | - |
| Fidelity Small Cap Index | 594.33K | 0.90% | 65.64K |
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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