Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO MORTGAGE CAPITAL INC (IVR)

170 + 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
↑ +18
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — IVR

Based on 165 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
165 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 — +28% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+28% 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.
🟡

Slight buying edge — 59% buying

101 buying70 selling
Last quarter: 101 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new IVR position: 24 → 26 → 28 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 19% new
103 out of 165 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.
📈

Growing discovery — still being found

25 → 24 → 26 → 28 → 42 new funds/Q
New funds entering each quarter: 24 → 26 → 28 → 42. A growing number of institutions are discovering IVR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Of 170 current holders: 121 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
28 of 165 holders are among the 100 largest funds by AUM, controlling 45% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 0 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: IVR
2026 Q1 Stats Unlock in 21 days 170 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 170 157 8.28%
13F Shares 32M 33M -2.91%
Total Value $272M $252M 8.24%
New Positions 42 28 +14
Increased Positions 70 75 -5
Closed Positions 26 15 +11
Reduced Positions 55 50 +5
Total Calls 5 7 -28.57%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.6 0.71 Bullish

Statistics: IVR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

170 + investors

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

Top 25 institutional holders of IVR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FIRETHORN WEALTH PARTNERS, LLC 0.34% 115,591 $934K
2 KW WEALTH MANAGEMENT LLC 0.13% 10,207 $86K
3 Straight Path Wealth Management 0.11% 53,000 $428K
4 LGT Financial Advisors LLC 0.05% 1,109 $9K
5 PFG Investments, LLC 0.03% 66,709 $539K
6 Able Wealth Management LLC 0.02% 11,003 $87K
7 Dynamic Advisor Solutions LLC 0.01% 50,303 $406K
8 Continuum Advisory, LLC 0.01% 15,889 $128K
9 FIRETHORN WEALTH PARTNERS, LLC 0.00% 11,500 $8K
10 Spire Wealth Management 0.00% 8,252 $67K
11 Bogart Wealth, LLC 0.00% 4,711 $38K
12 True Wealth Design, LLC 0.00% 454 $4K
13 Private Advisor Group, LLC 0.00% 24,481 $198K
14 Red Tortoise LLC 0.00% 257 $2K
15 Versant Capital Management, Inc 0.00% 891 $7K
16 GAMMA Investing LLC 0.00% 1,576 $13K
17 IFP Advisors, Inc 0.00% 3,386 $27K
18 STRS OHIO 0.00% 12,400 $100K
19 Sterling Capital Management LLC 0.00% 2,554 $21K
20 Root Financial Partners, LLC 0.00% 572 $5K
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 12,858 $104K
22 City State Bank 0.00% 100 —
23 Physician Wealth Advisors, Inc. 0.00% 127 $1K
24 Sound Income Strategies, LLC 0.00% 350 $3K
25 ProShare Advisors LLC 0.00% 11,177 $90K
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 — 2 quarters in a row: For 2 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?

Slight buying edge — 59% buying: Last quarter: 101 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IVR holders?

Elite ownership — 45% AUM from top-100 funds: 28 of 165 holders are among the 100 largest funds by AUM, controlling 45% 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?

62% of holders stayed for 2+ years: 103 out of 165 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.