Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share
IHIT
IHIT was delisted on the 27th of November, 2023.
29 hedge funds and large institutions have $44.6M invested in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 6 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
4% more funds holding
Funds holding: 28 → 29 (+1)
2% more capital invested
Capital invested by funds: $43.6M → $44.6M (+$951K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.09M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$769K |
| 3 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
+$373K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$333K |
| 5 |
LPL Financial
San Diego,
California
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.51M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$433K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$340K |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$198K |
| 5 |
M&T Bank
Buffalo,
New York
|
-$134K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $19K | -$433K | -41,395 | -96% |
|
|
PCG
27
Private Capital Group
West Hartford,
Connecticut
| $13K | +$12.6K | +1,200 | New |
|
28
UBS Group
Zurich,
Switzerland
| $10K | +$10.5K | +1,000 | New |
|
29
Northern Trust
Chicago,
Illinois
| $1K | +$105K | +10,000 | New |
|
|
OIA
30
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$340K | -32,606 | Closed |
|
|
31
M&T Bank
Buffalo,
New York
| – | -$134K | -12,800 | Closed |
|
|
BCM
32
Bienville Capital Management
New York
| – | -$104K | -10,000 | Closed |
|
|
AWMS
33
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$42K | -4,000 | Closed |
|
|
FMP
34
Financial Management Professionals
Austin,
Texas
| – | -$4K | -380 | Closed |
|
IHIT Hedge Fund Activity: Q3 2019 in Review
29 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) for Q3 2019, worth a combined $44.6M — up 2.2% from $43.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IHIT positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 4 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $1.09M. The largest seller was Morgan Stanley, cutting an estimated $1.51M.
- 29 institutional investors held Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) as of Q3 2019, up from 28 in Q2 2019.
- Funds reported $44.6M of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share stock for Q3 2019, up 2.2% quarter-over-quarter.
- 7 funds opened new Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share positions in Q3 2019 and 6 closed out, a net change of +1 holder.
- The largest Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share buyer in Q3 2019 was Integrated Wealth Concepts, an estimated $1.09M added.
- The largest Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share seller in Q3 2019 was Morgan Stanley, an estimated $1.51M sold.
Based on aggregated 13F filings for Q3 2019.