Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Mortgage Capital Inc (IVR)

179 + Investors. Track Smart Money conviction in IVR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — IVR

Based on 180 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added IVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
180 hedge funds hold IVR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+27% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

120 buying73 selling
Last quarter: 120 funds were net buyers (38 opened a brand new position + 82 added to an existing one). Only 73 were sellers (39 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 30 → 44 → 33 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 16% medium ■ 20% new
115 out of 180 hedge funds have held IVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~38 new funds/quarter

27 → 30 → 44 → 33 → 38 new funds/Q
New funds entering each quarter: 30 → 44 → 33 → 38. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 73% veterans vs 19% newcomers

■ 73% veterans ■ 8% 1-2yr ■ 19% new
Entry-cohort mix of 188 holders: 138 (73%) are 2+ year veterans, 15 entered 1–2 years ago, and 35 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
41 of 179 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IVR

In 2026 Q2, 120 hedge funds were net buyers of IVR (38 opened a new position, 82 added to an existing one), while 73 reduced or exited (39 trimmed, 34 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in IVR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 180.

Hedge Fund Ownership: IVR

How many hedge funds hold IVR — quarterly history vs. share price
Quarterly hedge fund ownership of IVR vs. share price

Market Analysis: IVR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IVR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: IVR
179 + Investors

Track Smart Money conviction in IVR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 179 176 1.7%
13F Shares 44M 36M 20.0%
Total Value $341M $284M 20.21%
New Positions 38 33 +5
Increased Positions 81 71 +10
Closed Positions 34 31 +3
Reduced Positions 36 40 -4
Total Calls 6 5 20.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: IVR

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Institutional Holders (2026 Q2)

179 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IVR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IVR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ascentis Wealth Management, LLC 1.53% 1,295,330 $10.2M
2 VARCOV Co. 0.62% 207,364 $1.6M
3 Pvg Asset Management Corp 0.61% 133,630 $1.1M
4 Firethorn Wealth Partners, LLC 0.55% 216,600 $1.7M
5 Odyssean, LLC 0.48% 374,410 $3.0M
6 Atom Investors LP 0.15% 213,771 $1.7M
7 Bramshill Investments, LLC 0.13% 211,265 $1.7M
8 Straight Path Wealth Management 0.11% 59,500 $470K
9 Range Financial Group LLC 0.07% 31,026 $245K
10 Two Sigma Securities, LLC 0.06% 81,219 $642K
11 Virtus Advisers, LLC 0.05% 16,704 $132K
12 Morling Financial Advisors, LLC 0.05% 21,196 $167K
13 LGT Financial Advisors LLC 0.05% 1,109 $9K
14 SeaCrest Wealth Management, LLC 0.04% 46,009 $363K
15 Segall Bryant & Hamill, LLC 0.04% 408,368 $3.2M
16 Summit Financial, LLC 0.03% 388,455 $3.1M
17 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% 3,309,701 $26.1M
18 Dynamic Technology Lab Private Ltd 0.03% 16,095 $127K
19 State of Wyoming 0.03% 33,619 $266K
20 WINTON GROUP Ltd 0.02% 92,000 $727K
21 Engineers Gate Manager LP 0.02% 225,000 $1.8M
22 Graham Capital Management, L.P. 0.02% 152,866 $1.2M
23 Quantbot Technologies LP 0.02% 69,792 $551K
24 Wolverine Asset Management LLC 0.02% 285,237 $2.3M
25 180 Wealth Advisors, LLC 0.02% 24,597 $194K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Mortgage Capital Inc (IVR)

What does the Smart Money Trend signal show for IVR?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IVR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IVR?

More buyers than sellers — 62% buying: Last quarter: 120 funds were net buyers (38 opened a brand new position + 82 added to an existing one). Only 73 were sellers (39 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IVR holders?

Elite ownership — 58% AUM from top-100 funds: 41 of 179 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IVR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IVR?

64% of holders stayed for 2+ years: 115 out of 180 hedge funds have held IVR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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