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 $48.2M invested in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 2 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
6% more capital invested
Capital invested by funds: $45.6M → $48.2M (+$2.63M)
6% less funds holding
Funds holding: 31 → 29 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$3.57M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.32M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$146K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$108K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$68.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.49M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$620K |
| 3 |
HIA
Harbor Investment Advisory
Lutherville,
Maryland
|
-$237K |
| 4 |
Morgan Stanley
New York
|
-$152K |
| 5 |
LPL Financial
San Diego,
California
|
-$65K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $44K | +$21.5K | +2,194 | +97% |
|
27
Rockefeller Capital Management
New York
| $32K | +$3.51K | +358 | +12% |
|
|
KFI
28
Key Financial Inc
West Chester,
Pennsylvania
| $14K | – | – | – |
|
|
SB
29
Strategic Blueprint
Atlanta,
Georgia
| – | -$21K | -2,108 | Closed |
|
|
AWA
30
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$991 | -101 | -64% |
|
IHIT Hedge Fund Activity: Q3 2021 in Review
29 of the 5,712 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 2021, worth a combined $48.2M — up 5.8% from $45.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IHIT and 0 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 12 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $3.57M. The largest seller was Sit Investment Associates, cutting an estimated $1.49M.
- 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 2021, down from 31 in Q2 2021.
- Funds reported $48.2M of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share stock for Q3 2021, up 5.8% quarter-over-quarter.
- 0 funds opened new Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share positions in Q3 2021 and 2 closed out, a net change of -2 holders.
- The largest Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share buyer in Q3 2021 was Integrated Wealth Concepts, an estimated $3.57M added.
- The largest Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share seller in Q3 2021 was Sit Investment Associates, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2021.