Invesco High Income 2024 Target Term Fund
IHTA
IHTA was delisted on the 25th of November, 2024.
26 hedge funds and large institutions have $22.3M invested in Invesco High Income 2024 Target Term Fund in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
8% more funds holding
Funds holding: 24 → 26 (+2)
8% less capital invested
Capital invested by funds: $24.3M → $22.3M (-$1.99M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$529K |
| 2 |
BIM
Bullseye Investment Management
Cincinnati,
Ohio
|
+$447K |
| 3 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$370K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$280K |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$566K |
| 2 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$488K |
| 3 |
Morgan Stanley
New York
|
-$125K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$54.1K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$48.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fifth Third Bancorp
Cincinnati,
Ohio
| $7.29K | +$7.89K | +1,000 | New |
|
|
HNB
27
Huntington National Bank
Columbus,
Ohio
| $3.28K | – | – | – |
|
28
Rockefeller Capital Management
New York
| – | -$5K | -706 | Closed |
|
IHTA Hedge Fund Activity: Q1 2023 in Review
26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income 2024 Target Term Fund (IHTA) for Q1 2023, worth a combined $22.3M — down 8.2% from $24.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IHTA positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $529K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $566K.
- 26 institutional investors held Invesco High Income 2024 Target Term Fund (IHTA) as of Q1 2023, up from 24 in Q4 2022.
- Funds reported $22.3M of Invesco High Income 2024 Target Term Fund stock for Q1 2023, down 8.2% quarter-over-quarter.
- 3 funds opened new Invesco High Income 2024 Target Term Fund positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Invesco High Income 2024 Target Term Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $529K added.
- The largest Invesco High Income 2024 Target Term Fund seller in Q1 2023 was Raymond James Financial Services Advisors, an estimated $566K sold.
Based on aggregated 13F filings for Q1 2023.