Invesco Mortgage Capital Inc.: which funds bought and sold

Institutions that bought and sold Invesco Mortgage Capital shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 119 institutions that filed 13F reports for both quarters added to or opened positions in Invesco Mortgage Capital, and 59 cut or closed them. Together they added a net 8.1M shares, +23.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 781K shares (−11.0%); index fund managers were net buyers of 4.3M shares (+26.6%). 38 opened a new position and 23 sold out entirely.

Bought, Q2 2026 119 institutions, 38 of them new holders Sold, Q2 2026 59 institutions, 23 of them sold out

Net change, all compared +8.1M shares (+23.3%)

Net change, active managers −781K shares (−11.0%), 16 bought, 16 sold

Buyers versus sellers

institutions compared, 202

119 bought 24 59 sold

Active managers and hedge funds 16 bought · 16 sold · −781K

Index fund managers 10 bought · 0 sold · +4.3M

Other institutions 93 bought · 43 sold · +4.6M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+1.6M +22.2%	8.8M	$69.6M
Ascentis Wealth Management, LLC	+1.3M New position	1.3M	$10.2M
Mirae Asset Global Etfs Holdings Ltd.	+928K +38.9%	3.3M	$26.1M
Vanguard Capital Management LLC Index funds	+620K +18.4%	4.0M	$31.6M
Geode Capital Management, LLC Index funds	+587K +32.8%	2.4M	$18.8M
Northern Trust Corp Index funds	+516K +87.0%	1.1M	$8.8M
State Street Corp Index funds	+444K +31.6%	1.8M	$14.8M
Hudson Bay Capital Management LP Hedge fund	+432K New position	432K	$3.4M
Summit Financial, LLC	+388K New position	388K	$3.1M
AQR Capital Management LLC Hedge fund	+374K +110.9%	712K	$5.6M
Morgan Stanley	+324K +111.0%	616K	$4.9M
Invesco Ltd.	+266K +12.3%	2.4M	$19.2M
Odyssean, LLC	+221K +144.9%	374K	$3M
Atom Investors LP	+214K New position	214K	$1.7M
Varcov Co.	+207K New position	207K	$1.6M
Citadel Advisors LLC Hedge fund	+206K +1349.6%	221K	$1.7M
Vanguard Portfolio Management LLC Index funds	+192K +34.0%	756K	$6M
Charles Schwab Investment Management Inc Index funds	+150K +25.0%	752K	$5.9M
Vanguard Fiduciary Trust Co Index funds	+147K +31.5%	614K	$4.9M
UBS Group AG	+137K +23.6%	718K	$5.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Hudson Bay Capital Management LP Hedge fund	+432K New position	432K	$3.4M
AQR Capital Management LLC Hedge fund	+374K +110.9%	712K	$5.6M
Citadel Advisors LLC Hedge fund	+206K +1349.6%	221K	$1.7M
Verition Fund Management LLC Hedge fund	+123K +58.2%	336K	$2.7M
Centiva Capital, LP Hedge fund	+100K New position	100K	$790,000
Winton Group Ltd Hedge fund	+92K New position	92K	$726,800
Marshall Wace, LLP Hedge fund	+85K New position	85K	$668,514
Quantbot Technologies LP Hedge fund	+70K New position	70K	$551,357
Squarepoint Ops LLC Hedge fund	+38K +36.0%	143K	$1.1M
Price T Rowe Associates Inc Active manager	+35K +37.6%	127K	$1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−917K −41.4%	1.3M	$10.2M
Point72 Asset Management, L.P. Hedge fund	−472K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−388K −57.4%	289K	$2.3M
Zacks Investment Management	−267K Sold out	0	—
Prudential Financial Inc	−228K −93.9%	15K	$117,884
Tudor Investment Corp Et Al Hedge fund	−214K Sold out	0	—
Susquehanna International Group, LLP	−138K −90.8%	14K	$110,395
Goldman Sachs Group Inc	−101K −30.4%	232K	$1.8M
Engineers Gate Manager LP Hedge fund	−97K −30.2%	225K	$1.8M
Balyasny Asset Management L.P. Hedge fund	−96K Sold out	0	—
Sei Investments Co	−88K −85.6%	15K	$116,628
Informed Momentum Co LLC	−72K Sold out	0	—
Bank Of America Corp	−60K −14.6%	351K	$2.8M
D. E. Shaw & Co., Inc. Hedge fund	−55K −5.2%	1.0M	$8M
Millennium Management LLC Hedge fund	−49K −21.8%	174K	$1.4M
Pfg Investments, LLC	−34K −51.3%	32K	$256,596
Segall Bryant & Hamill, LLC Active manager	−33K −7.5%	408K	$3.2M
Qube Research & Technologies Ltd Hedge fund	−33K −40.5%	48K	$381,238
Exoduspoint Capital Management, LP Hedge fund	−25K −20.3%	99K	$781,033
Schonfeld Strategic Advisors LLC Hedge fund	−24K −32.8%	50K	$395,993

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−917K −41.4%	1.3M	$10.2M
Point72 Asset Management, L.P. Hedge fund	−472K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−388K −57.4%	289K	$2.3M
Tudor Investment Corp Et Al Hedge fund	−214K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−97K −30.2%	225K	$1.8M
Balyasny Asset Management L.P. Hedge fund	−96K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−55K −5.2%	1.0M	$8M
Millennium Management LLC Hedge fund	−49K −21.8%	174K	$1.4M
Segall Bryant & Hamill, LLC Active manager	−33K −7.5%	408K	$3.2M
Qube Research & Technologies Ltd Hedge fund	−33K −40.5%	48K	$381,238

New positions

largest by value

Institution	Shares	Value June 30, 2026
Ascentis Wealth Management, LLC	1.3M	$10.2M
Hudson Bay Capital Management LPHedge fund	432K	$3.4M
Summit Financial, LLC	388K	$3.1M
Atom Investors LP	214K	$1.7M
Varcov Co.	207K	$1.6M
Centiva Capital, LPHedge fund	100K	$790,000
Y-Intercept (Hong Kong) Ltd	99K	$781,547
Winton Group LtdHedge fund	92K	$726,800
Marshall Wace, LLPHedge fund	85K	$668,514
Two Sigma Securities, LLC	81K	$641,630

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Point72 Asset Management, L.P.Hedge fund	472K	$3.8M
Zacks Investment Management	267K	$2.2M
Tudor Investment Corp Et AlHedge fund	214K	$1.7M
Balyasny Asset Management L.P.Hedge fund	96K	$777,506
Informed Momentum Co LLC	72K	$584,127
Private Advisor Group, LLC	24K	$197,806
Kestra Advisory Services, LLC	19K	$154,931
Xtx Topco Ltd	17K	$137,101
Brevan Howard Capital Management LPHedge fund	15K	$120,667
Scientech Research LLC	13K	$108,741

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 180
Ten largest holders: 64.5%
Index fund managers: 47.8%
Active managers and hedge funds: 14.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	16	16	8	5	−781K	−11.0%
Index fund managers	10	0	0	0	+4.3M	+26.6%
Other institutions	93	43	30	18	+4.6M	+40.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Invesco Mortgage Capital.

Only managers that filed a holdings report for both quarters are compared (202 here). 7 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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