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IHIT

Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share

Delisted

IHIT was delisted on the 27th of November, 2023.

31 hedge funds and large institutions have $46.9M invested in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

1% less capital invested

Capital invested by funds: $47.2M → $46.9M (-$352K)

6% less funds holding

Funds holding: 3331 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.6M +$203K +23,514 +1%
Wells Fargo
2
Wells Fargo
California
$9.29M -$275K -31,834 -3%
IWC
3
Integrated Wealth Concepts
Massachusetts
$6.35M +$110K +12,726 +2%
Bank of America
4
Bank of America
North Carolina
$6.06M +$1.01M +116,377 +20%
COLIM
5
City of London Investment Management
United Kingdom
$3.01M +$808K +93,379 +36%
RJA
6
Raymond James & Associates
Florida
$1.25M +$96.6K +11,165 +8%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$920K -$4.16K -481 -0.4%
Osaic Holdings
8
Osaic Holdings
Arizona
$612K -$348K -40,177 -36%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$428K
IFG
10
Independent Financial Group
California
$302K -$10.9K -1,255 -3%
IA
11
Icon Advisers
Colorado
$301K +$304K +35,128 New
LPL Financial
12
LPL Financial
California
$285K +$12.4K +1,432 +4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$279K
BRWA
14
B. Riley Wealth Advisors
Florida
$264K -$8.65K -1,000 -3%
CWS
15
Cypress Wealth Services
California
$256K +$2.39K +276 +0.9%
LMKC
16
L.M. Kohn & Company
Ohio
$243K
Truist Financial
17
Truist Financial
North Carolina
$173K -$16.5K -1,902 -9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$163K +$156 +18 +0.1%
CIC
19
Carnegie Investment Counsel
Ohio
$158K +$43 +5 +0%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$153K -$5.73K -662 -4%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$133K +$21.6K +2,500 +19%
PCM
22
Pointe Capital Management
Michigan
$128K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$96K +$519 +60 +0.5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$87K -$12.4K -1,432 -12%
CFGS
25
Concourse Financial Group Securities
Alabama
$87K -$8.65K -1,000 -9%

IHIT Hedge Fund Activity: Q2 2022 in Review

31 of the 5,936 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 2022, worth a combined $46.9M — down 0.74% from $47.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of IHIT and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Bank of America, adding an estimated $1.01M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $1.07M sold.

  • 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 2022, down from 33 in Q1 2022.
  • Funds reported $46.9M of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share stock for Q2 2022, down 0.74% quarter-over-quarter.
  • 3 funds opened new Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share positions in Q2 2022 and 5 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 Q2 2022 was Bank of America, an estimated $1.01M added.
  • The largest Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share seller in Q2 2022 was Sit Investment Associates, an estimated $1.07M sold.

Based on aggregated 13F filings for Q2 2022.