Invesco Mortgage Ownership
| IVR Stock | USD 8.68 0.06 0.69% |
Shares in Circulation | First Issued 2009-09-30 | Previous Quarter 56 M | Current Value 54 M | Avarage Shares Outstanding 18.2 M | Quarterly Volatility 13.7 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Invesco |
Invesco Stock Ownership Analysis
About 45.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.96. Some equities with similar Price to Book (P/B) outperform the market in the long run. Invesco Mortgage Capital last dividend was issued on the 30th of December 2024. The entity had 1:10 split on the 6th of June 2022. Invesco Mortgage Capital Inc. operates as a real estate investment trust that primarily focuses on investing in, financing, and managing mortgage-backed securities and other mortgage-related assets. The company was incorporated in 2008 and is headquartered in Atlanta, Georgia. Invesco Mortgage operates under REITMortgage classification in the United States and is traded on New York Stock Exchange. To learn more about Invesco Mortgage Capital call the company at 404 892 0896 or check out https://www.invescomortgagecapital.com.Besides selling stocks to institutional investors, Invesco Mortgage also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Invesco Mortgage's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Invesco Mortgage's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Invesco Mortgage Quarterly Liabilities And Stockholders Equity |
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Invesco Mortgage Insider Trades History
Less than 1% of Invesco Mortgage Capital are currently held by insiders. Unlike Invesco Mortgage's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Invesco Mortgage's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Invesco Mortgage's insider trades
Invesco Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Invesco Mortgage is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Invesco Mortgage Capital backward and forwards among themselves. Invesco Mortgage's institutional investor refers to the entity that pools money to purchase Invesco Mortgage's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Two Sigma Advisers, Llc | 2024-12-31 | 560.3 K | Mirae Asset Global Etfs Holdings Ltd. | 2024-12-31 | 515 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 502.2 K | Segall Bryant & Hamill | 2024-12-31 | 500.3 K | Charles Schwab Investment Management Inc | 2024-12-31 | 473.7 K | Pl Capital Advisors, Llc | 2024-12-31 | 400 K | Castleknight Management Lp | 2024-12-31 | 367.8 K | Goldman Sachs Group Inc | 2024-12-31 | 337.1 K | Barclays Plc | 2024-12-31 | 212.4 K | Blackrock Inc | 2024-12-31 | 5.6 M | Vanguard Group Inc | 2024-12-31 | 3.2 M |
Invesco Mortgage Capital Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Invesco Mortgage insiders, such as employees or executives, is commonly permitted as long as it does not rely on Invesco Mortgage's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Invesco Mortgage insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Invesco Mortgage Outstanding Bonds
Invesco Mortgage issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Invesco Mortgage Capital uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Invesco bonds can be classified according to their maturity, which is the date when Invesco Mortgage Capital has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Invesco Mortgage Corporate Filings
8K | 20th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 5th of February 2025 Other Reports | ViewVerify | |
F4 | 31st of December 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 27th of December 2024 Other Reports | ViewVerify |
Pair Trading with Invesco Mortgage
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Invesco Mortgage position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Invesco Mortgage will appreciate offsetting losses from the drop in the long position's value.Moving together with Invesco Stock
Moving against Invesco Stock
| 0.73 | LC | LendingClub Corp Sell-off Trend | PairCorr |
| 0.53 | BX | Blackstone Group Normal Trading | PairCorr |
| 0.5 | DHIL | Diamond Hill Investment | PairCorr |
| 0.36 | CG | Carlyle Group Normal Trading | PairCorr |
The ability to find closely correlated positions to Invesco Mortgage could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Invesco Mortgage when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Invesco Mortgage - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Invesco Mortgage Capital to buy it.
The correlation of Invesco Mortgage is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Invesco Mortgage moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Invesco Mortgage Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Invesco Mortgage can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Invesco Stock Analysis
When running Invesco Mortgage's price analysis, check to measure Invesco Mortgage's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Mortgage is operating at the current time. Most of Invesco Mortgage's value examination focuses on studying past and present price action to predict the probability of Invesco Mortgage's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Mortgage's price. Additionally, you may evaluate how the addition of Invesco Mortgage to your portfolios can decrease your overall portfolio volatility.