Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Mortgage Capital Inc (IVR)

173 + 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
↑ +1
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — IVR

Based on 174 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
174 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

104 buying72 selling
Last quarter: 104 funds bought or added vs 72 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.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 30 → 44 → 32. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
107 out of 174 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

24 → 26 → 30 → 44 → 32 new funds/Q
New funds entering each quarter: 26 → 30 → 44 → 32. 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 181 current holders: 128 (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.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
38 of 174 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 Q1, 104 hedge funds were net buyers of IVR (32 opened a new position, 72 added to an existing one), while 72 reduced or exited (41 trimmed, 31 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in IVR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 174.

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

-- --

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

Is It Too Late to Buy Invesco Mortgage Capital Inc (IVR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IVR has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
IVR
-1.7%
XLRE
+11.1%

IVR outperformed XLRE by -12.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
IVR
-0.6%
XLRE
+4.9%

Since the filing became public, IVR outperformed XLRE by -5.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 0 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: IVR
173 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 173 173 -
13F Shares 36M 32M 11.77%
Total Value $283M $273M 3.82%
New Positions 31 44 -13
Increased Positions 71 57 +14
Closed Positions 31 27 +4
Reduced Positions 39 45 -6
Total Calls 5 5 -
Total Puts 5 3 66.67%
PUT/CALL Ratio 1.0 0.6 Neutral

Statistics: IVR

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Institutional Holders (2026 Q1)

173 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Odyssean, LLC 0.45% 152,912 $1.2M
2 Firethorn Wealth Partners, LLC 0.34% 115,591 $934K
3 Bramshill Investments, LLC 0.15% 208,827 $1.7M
4 Kw Wealth Management LLC 0.13% 10,207 $86K
5 Straight Path Wealth Management 0.11% 53,000 $428K
6 Scientech Research LLC 0.09% 13,458 $109K
7 Range Financial Group LLC 0.08% 30,845 $249K
8 Informed Momentum Co LLC 0.07% 72,293 $584K
9 Virtus Advisers, LLC 0.07% 17,400 $141K
10 Nebula Research & Development LLC 0.07% 97,683 $766K
11 Segall Bryant & Hamill, LLC 0.06% 450,042 $3.7M
12 Morling Financial Advisors, LLC 0.05% 20,292 $164K
13 LGT Financial Advisors LLC 0.05% 1,109 $9K
14 State of Wyoming 0.04% 41,004 $331K
15 Engineers Gate Manager LP 0.03% 322,498 $2.6M
16 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% 2,382,169 $19.2M
17 PFG Investments, LLC 0.03% 66,709 $539K
18 Graham Capital Management, L.P. 0.02% 121,335 $980K
19 Able Wealth Management LLC 0.02% 11,003 $87K
20 180 Wealth Advisors, LLC 0.02% 22,907 $185K
21 Zacks Investment Management 0.02% 267,422 $2.2M
22 AlphaQuest LLC 0.02% 33,545 $282K
23 Two Sigma Advisers, LP 0.02% 943,100 $7.9M
24 Wolverine Asset Management LLC 0.01% 191,890 $1.6M
25 Two Sigma Investments, LP 0.01% 2,213,915 $17.9M
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 — 3 quarters in a row: For 3 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: 104 funds bought or added vs 72 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?

Strong quality — 34% AUM from major funds: 38 of 174 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IVR?

61% of holders stayed for 2+ years: 107 out of 174 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.

Is it too late to buy Invesco Mortgage Capital Inc (IVR) following the 2026 Q1 hedge fund 13F filings?

As of today, IVR has moved -0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.9% for the XLRE sector ETF — an outperformance of -5.5%. Since the quarter end (March 31, 2026), IVR has gained -1.7% vs +11.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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