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.
31 hedge funds and large institutions have $45.6M invested in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
11% more funds holding
Funds holding: 28 → 31 (+3)
5% less capital invested
Capital invested by funds: $48.1M → $45.6M (-$2.51M)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$441K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$430K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$391K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$190K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$3.69M |
| 2 |
Morgan Stanley
New York
|
-$2.19M |
| 3 |
SIG
Sargent Investment Group
Bethesda,
Maryland
|
-$457K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$210K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| $29K | +$14.4K | +1,514 | +100% |
|
27
UBS Group
Zurich,
Switzerland
| $23K | -$1.36K | -143 | -6% |
|
|
SB
28
Strategic Blueprint
Atlanta,
Georgia
| $21K | +$20.1K | +2,108 | New |
|
|
KFI
29
Key Financial Inc
West Chester,
Pennsylvania
| $15K | – | – | – |
|
|
AWA
30
Arkadios Wealth Advisors
Atlanta,
Georgia
| $1K | +$1.49K | +157 | New |
|
|
OC
31
Oppenheimer & Co
New York
| – | -$113K | -12,200 | Closed |
|
|
NFSG
32
Newbridge Financial Services Group
Boca Raton,
Florida
| – | +$219 | +23 | New |
|
IHIT Hedge Fund Activity: Q2 2021 in Review
31 of the 5,745 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 Q2 2021, worth a combined $45.6M — down 5.2% from $48.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IHIT positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $441K. The largest seller was Integrated Wealth Concepts, cutting an estimated $3.69M.
- 31 institutional investors held Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) as of Q2 2021, up from 28 in Q1 2021.
- Funds reported $45.6M of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share stock for Q2 2021, down 5.2% quarter-over-quarter.
- 5 funds opened new Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share positions in Q2 2021 and 2 closed out, a net change of +3 holders.
- The largest Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share buyer in Q2 2021 was Osaic Holdings, an estimated $441K added.
- The largest Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share seller in Q2 2021 was Integrated Wealth Concepts, an estimated $3.69M sold.
Based on aggregated 13F filings for Q2 2021.