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.
33 hedge funds and large institutions have $46.4M invested in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
38% more funds holding
Funds holding: 24 → 33 (+9)
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
9% more capital invested
Capital invested by funds: $42.6M → $46.4M (+$3.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.83M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$743K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$549K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$512K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.32M |
| 2 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
-$2.13M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.55M |
| 4 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$176K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$147K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $89K | +$539 | +66 | +0.6% |
|
27
UBS Group
Zurich,
Switzerland
| $43K | +$12.4K | +1,520 | +42% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $42K | +$8.16K | +1,000 | +25% |
|
29
Rockefeller Capital Management
New York
| $23K | – | – | – |
|
|
KFI
30
Key Financial Inc
West Chester,
Pennsylvania
| $12K | +$12K | +1,475 | New |
|
|
BWA
31
BDO Wealth Advisors
Jacksonville,
Florida
| $10K | – | – | – |
|
32
US Bancorp
Minneapolis,
Minnesota
| $9K | -$76.7K | -9,400 | -90% |
|
|
33
Invesco
Atlanta,
Georgia
| – | -$1.55M | -195,172 | Closed |
|
|
WEC
34
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$54.9K | -6,720 | -26% |
|
IHIT Hedge Fund Activity: Q4 2020 in Review
33 of the 5,651 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 Q4 2020, worth a combined $46.4M — up 8.9% from $42.6M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IHIT positions and 1 closed out — a net gain of 9 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $3.83M. The largest seller was Morgan Stanley, cutting an estimated $2.32M.
- 33 institutional investors held Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) as of Q4 2020, up from 24 in Q3 2020.
- Funds reported $46.4M of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share stock for Q4 2020, up 8.9% quarter-over-quarter.
- 10 funds opened new Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share positions in Q4 2020 and 1 closed out, a net change of +9 holders.
- The largest Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share buyer in Q4 2020 was Sit Investment Associates, an estimated $3.83M added.
- The largest Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share seller in Q4 2020 was Morgan Stanley, an estimated $2.32M sold.
Based on aggregated 13F filings for Q4 2020.