Across its top 20 institutional holders, IVR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 27/100).

Quarterly Activity

Recent Activity

+$205.8M

Total Buy Value

$82.0M

Total Sell Value

New buy27

Trim41

Add73

Sold out25

100

Net Buyers

Net Sellers

Smart Money Convergence

IVR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/IVR

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-15

2026-07-15

Invesco Mortgage Capital Inc. (ticker: IVR) filed an 8-K on July 15, 2026, covering Items 2.02, 7.01, 8.01, and 9.01, which are standard for earnings announcements. The excerpt only references 'Item 2.02 Results of Operations and Financial Condition' and does not include any specific financial figures. This filing is a routine disclosure that accompanies the company's earnings release.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

46131B704

FAQ

Who are the top institutional investors holding INVESCO MORTGAGE CAPITAL (IVR)?

Major stakeholders currently include BlackRock, Inc. ($58.2M), Vanguard Capital Management LLC ($27.3M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($19.2M). Based on the latest 13F filings, there are a total of 173 tracked investment funds and institutions maintaining positions in IVR.

What is the overall institutional sentiment toward IVR recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $22.0M, driven by 100 managers accumulating shares while 66 reduced their exposure.

Which institutions have been selling or reducing their IVR positions?

In the latest period, 41 funds trimmed their holdings, and 25 managers completely exited their positions. The aggregate reported sell value was $82.0M.

Are there any notable investors adding IVR to their portfolios?

Yes, buying activity remains notable. 27 institutions opened new positions in {ticker}, and 73 existing holders added to their shares. The total reported buy value for the quarter amounted to $205.8M.

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Developer Access

Access IVR's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/IVR

CLI

npx alphasmo stocks get IVR

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