Invesco High Income 2024 Target Term Fund
IHTA
IHTA was delisted on the 25th of November, 2024.
22 hedge funds and large institutions have $23.2M invested in Invesco High Income 2024 Target Term Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.
2% less capital invested
Capital invested by funds: $23.8M → $23.2M (-$567K)
8% less funds holding
Funds holding: 24 → 22 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.29M |
| 2 |
PMG
Private Management Group
Irvine,
California
|
+$708K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$665K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$309K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$1.94M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$968K |
| 3 |
Morgan Stanley
New York
|
-$499K |
| 4 |
LPL Financial
San Diego,
California
|
-$121K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$105K |
IHTA Hedge Fund Activity: Q4 2023 in Review
22 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco High Income 2024 Target Term Fund (IHTA) for Q4 2023, worth a combined $23.2M — down 2.4% from $23.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IHTA and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.
The largest buyer was Bulldog Investors, adding an estimated $1.29M. The largest seller was Atlas Wealth, exiting entirely with an estimated $1.94M sold.
- 22 institutional investors held Invesco High Income 2024 Target Term Fund (IHTA) as of Q4 2023, down from 24 in Q3 2023.
- Funds reported $23.2M of Invesco High Income 2024 Target Term Fund stock for Q4 2023, down 2.4% quarter-over-quarter.
- 3 funds opened new Invesco High Income 2024 Target Term Fund positions in Q4 2023 and 5 closed out, a net change of -2 holders.
- The largest Invesco High Income 2024 Target Term Fund buyer in Q4 2023 was Bulldog Investors, an estimated $1.29M added.
- The largest Invesco High Income 2024 Target Term Fund seller in Q4 2023 was Atlas Wealth, an estimated $1.94M sold.
Based on aggregated 13F filings for Q4 2023.